RYAN icon

Ryan Specialty Holdings

372 hedge funds and large institutions have $6.97B invested in Ryan Specialty Holdings in 2025 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

5% less capital invested

Capital invested by funds: $7.37B → $6.97B (-$394M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
372
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$12.2M
Puts
$2.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
351
Private Trust Company
Ohio
$2.38K
TPCW
352
TD Private Client Wealth
New York
$2.24K
SWM
353
Spire Wealth Management
Virginia
$1.63K
TPWA
354
Twin Peaks Wealth Advisors
California
$1.55K
BI
355
Binnacle Investments
Iowa
$1.43K
RF
356
Rossby Financial
Florida
$1.16K
WA
357
Whipplewood Advisors
Colorado
$748
IA
358
IFP Advisors
Florida
$680
SS
359
SBI Securities
Japan
$612
NC
360
NewSquare Capital
Pennsylvania
$544
FFO
361
Fortitude Family Office
Arizona
$544
HFS
362
Hughes Financial Services
Virginia
$459
PWA
363
Principia Wealth Advisory
Texas
$408
DF
364
DecisionPoint Financial
Arizona
$406
SC
365
SouthState Corp
Florida
$340
CH
366
Cromwell Holdings
Wyoming
$340
QWM
367
Quaker Wealth Management
New Jersey
$272
CPG
368
Cornerstone Planning Group
New Jersey
$231
MCM
369
MV Capital Management
Maryland
$204
ACA
370
American Capital Advisory
Idaho
$204
LFG
371
Larson Financial Group
Missouri
$136
AF
372
Advisornet Financial
Minnesota
$68
TFM
373
TFC Financial Management
Massachusetts
$68
MFS
374
Mirabella Financial Services
United Kingdom
Wellington Management Group
375
Wellington Management Group
Massachusetts