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First Citizens BancShares

603 hedge funds and large institutions have $13.2B invested in First Citizens BancShares in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 173 increasing their positions, 222 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less funds holding in top 10

Funds holding in top 10:

22% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 222

36% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 100

131.32% less ownership

Funds ownership: 195.14%63.81% (-131%)

Holders
603
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$79.3M
Puts
$74.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
301
Callan Family Office
Pennsylvania
$923K
LFA
302
Legacy Financial Advisors
Kentucky
$918K
PFA
303
Pettinga Financial Advisors
Indiana
$914K
Macquarie Group
304
Macquarie Group
Australia
$901K
Bank of Nova Scotia
305
Bank of Nova Scotia
Ontario, Canada
$895K
OAC
306
OMERS Administration Corp
Ontario, Canada
$861K
RPGK
307
Retirement Planning Group (Kansas)
Kansas
$850K
AB
308
Amalgamated Bank
New York
$848K
MSRPS
309
Maryland State Retirement & Pension System
Maryland
$846K
CG
310
Caprock Group
Idaho
$844K
GT
311
Greenleaf Trust
Michigan
$841K
STA
312
Summit Trail Advisors
New York
$832K
JSL
313
JT Stratford LLC
Georgia
$812K
QCG
314
Quadrant Capital Group
Ohio
$803K
JSSH
315
J. Safra Sarasin Holding
$802K
TMAM
316
Tokio Marine Asset Management
Japan
$797K
LNWTC
317
Laird Norton Wetherby Trust Company
Washington
$790K
BCWM
318
Bartlett & Co Wealth Management
Ohio
$782K
TWM
319
Tanager Wealth Management
United Kingdom
$780K
ECM
320
Evergreen Capital Management
Washington
$778K
TCM
321
Tandem Capital Management
New Jersey
$773K
BAMF
322
BI Asset Management Fondsmaeglerselskab
Denmark
$763K
Prudential Financial
323
Prudential Financial
New Jersey
$756K
ALMGDA
324
AG2R La Mondiale Gestion d'Actifs
France
$746K
CIBC World Market
325
CIBC World Market
Ontario, Canada
$744K