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Ryan Specialty Holdings

369 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, 140 increasing their positions, 129 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

2% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 52

5% less capital invested

Capital invested by funds: $7.37B → $6.97B (-$393M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
369
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
TPWA
351
Twin Peaks Wealth Advisors
California
$1.55K
BI
352
Binnacle Investments
Iowa
$1.43K
RF
353
Rossby Financial
Florida
$1.16K
WA
354
Whipplewood Advisors
Colorado
$748
IA
355
IFP Advisors
Florida
$680
SS
356
SBI Securities
Japan
$612
NC
357
NewSquare Capital
Pennsylvania
$544
FFO
358
Fortitude Family Office
Arizona
$544
HFS
359
Hughes Financial Services
Virginia
$459
PWA
360
Principia Wealth Advisory
Texas
$408
DF
361
DecisionPoint Financial
Arizona
$406
SC
362
SouthState Corp
Florida
$340
CH
363
Cromwell Holdings
Wyoming
$340
QWM
364
Quaker Wealth Management
New Jersey
$272
CPG
365
Cornerstone Planning Group
New Jersey
$231
MCM
366
MV Capital Management
Maryland
$204
ACA
367
American Capital Advisory
Idaho
$204
LFG
368
Larson Financial Group
Missouri
$136
AF
369
Advisornet Financial
Minnesota
$68
TFM
370
TFC Financial Management
Massachusetts
$68
MFS
371
Mirabella Financial Services
United Kingdom
Wellington Management Group
372
Wellington Management Group
Massachusetts
Millennium Management
373
Millennium Management
New York
Adage Capital Partners
374
Adage Capital Partners
Massachusetts
PCM
375
Prana Capital Management
Connecticut