Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ryanair Holdings plc (RYAAY)

429 + Investors. Track Smart Money conviction in RYAAY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +15
Streak
6Q ▲
Buyers last Q
57%

Smart Money Signals — RYAAY

Based on 432 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 6 quarters in a row

last 6Q
For 6 consecutive quarters, more hedge funds added RYAAY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
432 hedge funds hold RYAAY right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +38% more funds vs a year ago

fund count last 6Q
+118 new funds entered over the past year (+38% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 57% buying

231 buying177 selling
Last quarter: 231 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-35 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 64 → 85 → 102 → 67. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

50% of holders stayed for 2+ years

■ 50% conviction (2yr+) ■ 23% medium ■ 27% new
216 out of 432 hedge funds have held RYAAY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -6%, value -25%

Value
-24%
Shares
-5%
Last quarter: funds added -6% more shares while total portfolio value only changed -25%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

51 → 64 → 85 → 102 → 67 new funds/Q
New funds entering each quarter: 64 → 85 → 102 → 67. A growing number of institutions are discovering RYAAY each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 57% veterans vs 33% newcomers

■ 57% veterans ■ 11% 1-2yr ■ 33% new
Entry-cohort mix of 437 holders: 247 (57%) are 2+ year veterans, 47 entered 1–2 years ago, and 143 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 74% AUM from top-100 funds

74% from top-100 AUM funds
50 of 432 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in RYAAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — RYAAY

In 2026 Q1, 231 hedge funds were net buyers of RYAAY (67 opened a new position, 164 added to an existing one), while 177 reduced or exited (125 trimmed, 52 sold completely) — a 57% buyer ratio, indicating a slight buying edge. This marks 6 consecutive quarters of net institutional buying — a persistent conviction signal. 74% of total institutional value in RYAAY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +15 funds (more new holders than closures). Total institutional holders: 432.

Hedge Fund Ownership: RYAAY

How many hedge funds hold RYAAY — quarterly history vs. share price
Quarterly hedge fund ownership of RYAAY vs. share price

Market Analysis: RYAAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: RYAAY

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Ryanair Holdings plc (RYAAY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much RYAAY has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
RYAAY
nan%
XLI
+11.9%

RYAAY outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
RYAAY
nan%
XLI
+5.5%

Since the filing became public, RYAAY outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 5 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: RYAAY
429 + Investors

Track Smart Money conviction in RYAAY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 429 417 2.88%
13F Shares 206M 218M -5.54%
Total Value $11.34B $15.03B -24.51%
New Positions 65 102 -37
Increased Positions 164 141 +23
Closed Positions 53 57 -4
Reduced Positions 123 109 +14
Total Calls 2 2 -
Total Puts 3 1 200.0%
PUT/CALL Ratio 1.5 0.5 Bearish

Statistics: RYAAY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

429 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in RYAAY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 RYAAY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sprucegrove Investment Management Ltd 35.54% 3,843,067 $222.1M
2 Haven Global Partners, LLC 21.76% 400,229 $23.1M
3 Trinity Street Asset Management LLP 13.70% 3,456,749 $199.8M
4 Ovata Capital Management Ltd 10.56% 1,320,926 $75.6M
5 Immersion Capital LLP 10.31% 155,942 $9.0M
6 Hudson Edge Investment Partners INC. 8.26% 977,250 $56.5M
7 Metropolis Capital Ltd 7.71% 3,949,246 $228.3M
8 Cortland Associates Inc/Mo 5.59% 673,290 $38.9M
9 Silchester International Investors LLP 5.12% 102,455 $5.9M
10 Brave Warrior Advisors, LLC 4.35% 3,039,376 $175.7M
11 Harding Loevner LP 3.68% 6,190,352 $357.8M
12 English Capital Management LLC 3.55% 105,000 $6.1M
13 Teewinot Capital Advisers, L.L.C. 2.59% 562,540 $32.5M
14 Hyperion Capital Advisors LP 1.99% 71,375 $4.1M
15 Formula Growth Ltd 1.63% 62,388 $3.6M
16 Beacon Investment Advisors LLC 1.44% 65,800 $3.8M
17 Deltroit Asset Management (UK) LLP 1.41% 151,567 $8.8M
18 Sage Investment Counsel LLC 1.38% 21,555 $1.2M
19 Milford Funds Ltd 1.22% 1,007,594 $58.2M
20 Element Squared LLC 1.18% 36,323 $2.1M
21 Ground Swell Capital, LLC 1.16% 10,178 $588K
22 W.G. Shaheen & Associates DBA Whitney & Co 1.04% 215,679 $12.5M
23 Fiduciary Management Inc /Wi/ 1.03% 1,441,982 $83.3M
24 Capital International Ltd /Ca/ 0.86% 403,274 $23.3M
25 Thomist Capital Management, LP 0.86% 54,980 $3.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Ryanair Holdings plc (RYAAY)

What does the Smart Money Trend signal show for RYAAY?

Buying streak — 6 quarters in a row: For 6 consecutive quarters, more hedge funds added RYAAY than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for RYAAY?

Slight buying edge — 57% buying: Last quarter: 231 funds bought or added vs 177 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for RYAAY holders?

Elite ownership — 74% AUM from top-100 funds: 50 of 432 holders are among the 100 largest funds by AUM, controlling 74% of total institutional value in RYAAY. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held RYAAY?

50% of holders stayed for 2+ years: 216 out of 432 hedge funds have held RYAAY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Ryanair Holdings plc (RYAAY) following the 2026 Q1 hedge fund 13F filings?

As of today, RYAAY has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), RYAAY has gained nan% vs +11.9% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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