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Ryan Specialty Holdings

373 hedge funds and large institutions have $6.97B invested in Ryan Specialty Holdings in 2025 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 143 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

469% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $2.15M

11% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 129

1.47% more ownership

Funds ownership: 79.59%81.06% (+1.5%)

0% less funds holding

Funds holding: 374373 (-1)

2% less first-time investments, than exits

New positions opened: 50 | Existing positions closed: 51

6% less capital invested

Capital invested by funds: $7.46B → $6.97B (-$482M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
373
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
4.91%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.07%
New
50
Increased
143
Reduced
129
Closed
51
Calls
$12.2M
Puts
$2.15M
Net Calls
+$10.1M
Net Calls Change
+$2.69M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
351
Clearstead Trust
Maine
$2.65K +$2.69K +39 New
PTC
352
Private Trust Company
Ohio
$2.38K +$2.42K +35 New
TPCW
353
TD Private Client Wealth
New York
$2.24K +$2.28K +33 New
SWM
354
Spire Wealth Management
Virginia
$1.63K
TPWA
355
Twin Peaks Wealth Advisors
California
$1.55K +$1.79K +26 New
BI
356
Binnacle Investments
Iowa
$1.43K +$1.45K +21 New
RF
357
Rossby Financial
Florida
$1.16K +$1.17K +17 New
WA
358
Whipplewood Advisors
Colorado
$748 +$759 +11 New
IA
359
IFP Advisors
Florida
$680
SS
360
SBI Securities
Japan
$612 +$138 +2 +29%
NC
361
NewSquare Capital
Pennsylvania
$544
FFO
362
Fortitude Family Office
Arizona
$544 +$552 +8 New
HFS
363
Hughes Financial Services
Virginia
$459
PWA
364
Principia Wealth Advisory
Texas
$408 +$414 +6 New
DF
365
DecisionPoint Financial
Arizona
$406 +$414 +6 New
SC
366
SouthState Corp
Florida
$340
CH
367
Cromwell Holdings
Wyoming
$340 +$345 +5 New
QWM
368
Quaker Wealth Management
New Jersey
$272 +$276 +4 New
CPG
369
Cornerstone Planning Group
New Jersey
$231 -$138 -2 -33%
MCM
370
MV Capital Management
Maryland
$204
ACA
371
American Capital Advisory
Idaho
$204 +$207 +3 New
LFG
372
Larson Financial Group
Missouri
$136 -$4.21K -61 -97%
AF
373
Advisornet Financial
Minnesota
$68 -$2.28K -33 -97%
TFM
374
TFC Financial Management
Massachusetts
$68
MFS
375
Mirabella Financial Services
United Kingdom
-$62.8M -850,000 Closed

RYAN Hedge Fund Activity: Q2 2025 in Review

373 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Ryan Specialty Holdings (RYAN) for Q2 2025, worth a combined $6.97B — down 6.5% from $7.46B a quarter earlier.

Sellers outnumbered buyers: 51 funds closed out of RYAN and 50 opened new positions — a net loss of 1 holder — while 129 trimmed existing stakes and 143 added.

The largest buyer was Montrusco Bolton Investments, opening a new position worth an estimated $222M. The largest seller was Mirabella Financial Services, exiting entirely with an estimated $62.8M sold.

  • 373 institutional investors held Ryan Specialty Holdings (RYAN) as of Q2 2025, down from 374 in Q1 2025.
  • Funds reported $6.97B of Ryan Specialty Holdings stock for Q2 2025, down 6.5% quarter-over-quarter.
  • 50 funds opened new Ryan Specialty Holdings positions in Q2 2025 and 51 closed out, a net change of -1 holder.
  • The largest Ryan Specialty Holdings buyer in Q2 2025 was Montrusco Bolton Investments, an estimated $222M added.
  • The largest Ryan Specialty Holdings seller in Q2 2025 was Mirabella Financial Services, an estimated $62.8M sold.

Based on aggregated 13F filings for Q2 2025.