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Ryan Specialty Holdings
RYAN

Overview Fund Activity

369 hedge funds and large institutions have $7.33B invested in Ryan Specialty Holdings in 2025 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 132 increasing their positions, 126 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
5.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
63
Increased
132
Reduced
126
Closed
45
Calls
$9.01M
Puts
$1.63M
Net Calls
+$7.38M
Net Calls Change
+$2.84M

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
+$94.3M
2
Principal Financial Group
Principal Financial Group
Iowa
+$90M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$70.6M
4
Invesco
Invesco
Georgia
+$64.5M
5
Morgan Stanley
Morgan Stanley
New York
+$61.2M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$172M
2
ZP
Zimmer Partners
New York
-$128M
3
Millennium Management
Millennium Management
New York
-$72.4M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$52.2M
5
Victory Capital Management
Victory Capital Management
Texas
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
351
Rakuten Securities
Japan
$4.43K -$26.6K -360 -86%
VWA
352
Valued Wealth Advisors
Utah
$4.21K – – –
EWA
353
EverSource Wealth Advisors
Alabama
$2.73K – – –
AF
354
Advisornet Financial
Minnesota
$2.51K +$2.44K +33 +3,300%
IA
355
IFP Advisors
Florida
$2.14K -$1.86K – –
SWM
356
Spire Wealth Management
Virginia
$1.77K -$665 -9 -27%
FCAS
357
First Command Advisory Services
Texas
$1.33K +$1.33K +18 New
Nisa Investment Advisors
358
Nisa Investment Advisors
Missouri
$1.03K +$1.03K +14 New
HFS
359
Hantz Financial Services
Michigan
$1K +$1K +15 New
NC
360
NewSquare Capital
Pennsylvania
$591 +$591 +8 New
HFS
361
Hughes Financial Services
Virginia
$590 +$590 +8 New
RWM
362
Rialto Wealth Management
New York
$518 +$518 +7 New
SS
363
SBI Securities
Japan
$517 -$222 -3 -30%
CIAM
364
Caitong International Asset Management
Hong Kong
$443 -$52.9K -717 -99%
CPG
365
Cornerstone Planning Group
New Jersey
$417 +$417 +6 New
SC
366
SouthState Corp
Florida
$370 +$370 +5 New
GSWM
367
Golden State Wealth Management
California
$295 +$295 +4 New
MCM
368
MV Capital Management
Maryland
$222 – – –
TWD
369
True Wealth Design
Ohio
$222 +$222 +3 New
TFM
370
TFC Financial Management
Massachusetts
$74 +$74 +1 New
Norges Bank
371
Norges Bank
Norway
– -$78.4M -1,221,287 Closed
DCM
372
Driehaus Capital Management
Illinois
– -$22.6M -351,881 Closed
FGP
373
Freestone Grove Partners
California
– -$13.8M -215,738 Closed
SCM
374
Sone Capital Management
New York
– -$8.3M -129,412 Closed
ZIM
375
Zacks Investment Management
Illinois
– -$6.93M -107,937 Closed
13 14
15
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