RYAN icon

Ryan Specialty Holdings

375 hedge funds and large institutions have $5.72B invested in Ryan Specialty Holdings in 2025 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 121 increasing their positions, 125 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

2% less capital invested

Capital invested by funds: $5.86B → $5.72B (-$140M)

3% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 125

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
375
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.8M
Puts
$475K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
351
Rossby Financial
Florida
$1.6K
PWA
352
Physician Wealth Advisors
Utah
$1.55K
ZBNA
353
Zions Bancorporation, National Association
Utah
$1.5K
PWA
354
Principia Wealth Advisory
Texas
$1.08K
SC
355
SouthState Corp
Florida
$981
PWM
356
Proathlete Wealth Management
Florida
$774
TFA
357
Transamerica Financial Advisors
Florida
$620
AF
358
Advisornet Financial
Minnesota
$620
IAIM
359
International Assets Investment Management
Florida
$568
FFO
360
Fortitude Family Office
Arizona
$516
HI
361
Harbour Investments
Wisconsin
$516
RS
362
Rakuten Securities
Japan
$516
CH
363
Cromwell Holdings
Wyoming
$465
JWA
364
JFS Wealth Advisors
Pennsylvania
$465
UFPG
365
United Financial Planning Group
New York
$413
ACA
366
American Capital Advisory
Idaho
$362
QWM
367
Quaker Wealth Management
New Jersey
$362
DF
368
DecisionPoint Financial
Arizona
$310
CFD
369
Creative Financial Designs
Indiana
$258
GFA
370
Godfrey Financial Associates
New York
$207
SAM
371
Smartleaf Asset Management
Massachusetts
$157
MCM
372
Manchester Capital Management
Vermont
$155
DF
373
Dunhill Financial
United Kingdom
$127
MCM
374
MV Capital Management
Maryland
$104
HFS
375
Hughes Financial Services
Virginia
$103