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First Citizens BancShares

602 hedge funds and large institutions have $15.8B invested in First Citizens BancShares in 2025 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 210 increasing their positions, 218 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $144M | Put options by funds: $124M

3% more capital invested

Capital invested by funds: $15.3B → $15.8B (+$496M)

0.16% less ownership

Funds ownership: 65.97%65.82% (-0.16%)

3% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 73

4% less repeat investments, than reductions

Existing positions increased: 210 | Existing positions reduced: 218

1% less funds holding

Funds holding: 610602 (-8)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
602
Holders Change
-8
Holders Change %
-1.31%
% of All Funds
7.93%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.2%
New
71
Increased
210
Reduced
218
Closed
73
Calls
$144M
Puts
$124M
Net Calls
+$20M
Net Calls Change
+$73.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HT
401
Heritage Trust
Oklahoma
$401K +$27.2K +15 +8%
Cambridge Investment Research Advisors
402
Cambridge Investment Research Advisors
Iowa
$401K +$27.2K +15 +8%
TW
403
TritonPoint Wealth
Maryland
$393K -$5.44K -3 -1%
IA
404
IFP Advisors
Florida
$393K -$56.2K -31 -19%
KAS
405
Kestra Advisory Services
Texas
$393K +$365K +201 New
CTA
406
Colonial Trust Advisors
South Carolina
$391K
CGFA
407
Colton Groome Financial Advisors
North Carolina
$391K
IQI
408
Integrated Quantitative Investments
Washington
$391K
PAM
409
Panagora Asset Management
Massachusetts
$391K
SOMRS
410
State of Michigan Retirement System
Michigan
$391K
UM
411
UniSuper Management
Australia
$391K
CAS
412
CTC Alternative Strategies
Illinois
$391K +$363K +200 New
PCA
413
Private Capital Advisors
Connecticut
$385K
AA
414
ALPS Advisors
Colorado
$383K +$3.63K +2 +1%
IC
415
Iconiq Capital
California
$382K +$354K +195 New
DWT
416
Dorsey & Whitney Trust
South Dakota
$376K +$9.07K +5 +3%
Lido Advisors
417
Lido Advisors
California
$362K -$12.7K -7 -4%
SIC
418
Salem Investment Counselors
North Carolina
$362K
SG Americas Securities
419
SG Americas Securities
New York
$360K -$3.51M -1,937 -91%
TCA
420
Transcend Capital Advisors
New Jersey
$358K +$5.44K +3 +2%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$354K +$328K +181 New
LI
422
LRI Investments
Florida
$354K -$9.07K -5 -3%
Capstone Investment Advisors
423
Capstone Investment Advisors
New York
$350K -$5.15M -2,840 -94%
GWANC
424
Guardian Wealth Advisors (North Carolina)
North Carolina
$350K
VCA
425
Verdence Capital Advisors
Maryland
$346K +$3.63K +2 +1%

FCNCA Hedge Fund Activity: Q2 2025 in Review

602 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2025, worth a combined $15.8B — up 3.2% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of FCNCA and 71 opened new positions — a net loss of 2 holders — while 218 trimmed existing stakes and 210 added.

The largest buyer was Harris Associates, adding an estimated $126M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $122M.

  • 602 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2025, down from 610 in Q1 2025.
  • Funds reported $15.8B of First Citizens BancShares stock for Q2 2025, up 3.2% quarter-over-quarter.
  • 71 funds opened new First Citizens BancShares positions in Q2 2025 and 73 closed out, a net change of -2 holders.
  • The largest First Citizens BancShares buyer in Q2 2025 was Harris Associates, an estimated $126M added.
  • The largest First Citizens BancShares seller in Q2 2025 was Fuller & Thaler Asset Management, an estimated $122M sold.

Based on aggregated 13F filings for Q2 2025.