Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ryanair Holdings plc (RYAAY)

410 + 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
↓ -20
Streak
1Q ▼
Buyers last Q
46%

Smart Money Signals — RYAAY

Based on 415 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their RYAAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
415 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 — +25% more funds vs a year ago

fund count last 6Q
+84 new funds entered over the past year (+25% 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.
🟠

More sellers than buyers — 46% buying

198 buying235 selling
Last quarter: 235 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~67 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 85 → 102 → 69 → 67. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

■ 53% conviction (2yr+) ■ 24% medium ■ 23% new
219 out of 415 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.
📊

Peak discovery — momentum slowing

65 → 85 → 102 → 69 → 67 new funds/Q
New funds entering each quarter: 85 → 102 → 69 → 67. RYAAY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 30% newcomers

■ 58% veterans ■ 12% 1-2yr ■ 30% new
Entry-cohort mix of 420 holders: 243 (58%) are 2+ year veterans, 50 entered 1–2 years ago, and 127 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 69% AUM from top-100 funds

69% from top-100 AUM funds
55 of 413 holders are among the 100 largest funds by AUM, controlling 69% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

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 Q2, 198 hedge funds were net buyers of RYAAY (67 opened a new position, 131 added to an existing one), while 235 reduced or exited (148 trimmed, 87 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 69% of total institutional value in RYAAY is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -20 funds (more exits than new entries). Total institutional holders: 415.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 7 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: RYAAY
2026 Q3 Stats Unlock in 48 days 410 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 410 435 -5.75%
13F Shares 209M 206M 1.47%
Total Value $12.76B $11.34B 12.48%
New Positions 66 69 -3
Increased Positions 129 165 -36
Closed Positions 89 52 +37
Reduced Positions 147 124 +23
Total Calls 3 2 50.0%
Total Puts 4 3 33.33%
PUT/CALL Ratio 1.33 1.5 Bearish

Statistics: RYAAY

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Institutional Holders (2026 Q2)

410 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Sprucegrove Investment Management Ltd 34.65% 3,419,717 $221.4M
2 Haven Global Partners, LLC 20.16% 406,268 $26.3M
3 Silchester International Investors LLP 12.32% 118,057 $7.6M
4 Trinity Street Asset Management LLP 11.90% 3,567,449 $231.0M
5 Hudson Edge Investment Partners INC. 8.15% 921,550 $59.7M
6 Metropolis Capital Ltd 7.40% 4,413,677 $255.1M
7 Cortland Associates Inc/Mo 6.11% 652,808 $42.3M
8 Brave Warrior Advisors, LLC 5.59% 3,958,684 $256.3M
9 Deltroit Asset Management (UK) LLP 3.94% 422,187 $27.3M
10 Harding Loevner LP 3.59% 5,951,510 $381.4M
11 Ovata Capital Management Ltd 3.54% 731,344 $47.2M
12 Teewinot Capital Advisers, L.L.C. 2.62% 559,580 $36.2M
13 PHOENIX ASSET MANAGEMENT PARTNERS Ltd 2.45% 57,687 $3.7M
14 English Capital Management LLC 2.44% 188,300 $5.3M
15 Hyperion Capital Advisors LP 2.08% 71,375 $4.6M
16 Formula Growth Ltd 1.42% 62,388 $4.0M
17 Abc Arbitrage SA 1.41% 201,142 $13.0M
18 Sage Investment Counsel LLC 1.40% 21,549 $1.4M
19 Zeno Equity Partners LLP 1.38% 57,145 $3.7M
20 Beacon Investment Advisors LLC 1.35% 66,521 $4.3M
21 Milford Funds Ltd 1.33% 1,263,847 $81.8M
22 Fiduciary Management Inc /Wi/ 1.18% 1,285,919 $83.3M
23 W.G. Shaheen & Associates DBA Whitney & Co 1.04% 219,157 $14.2M
24 Credit Industriel Et Commercial 1.01% 243,500 $15.7M
25 U S Global Investors Inc 0.87% 139,753 $9.0M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their RYAAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for RYAAY?

More sellers than buyers — 46% buying: Last quarter: 235 funds reduced or exited vs 198 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for RYAAY holders?

Elite ownership — 69% AUM from top-100 funds: 55 of 413 holders are among the 100 largest funds by AUM, controlling 69% 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?

53% of holders stayed for 2+ years: 219 out of 415 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.

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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