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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
SWP
476
Strategic Wealth Partners
Ohio
$231K +$214K +118 New
Carson Wealth (CWM LLC)
477
Carson Wealth (CWM LLC)
Nebraska
$230K -$90.7K -50 -30%
Mariner
478
Mariner
Kansas
$227K -$1.14M -630 -84%
MFWP
479
Mosaic Family Wealth Partners
Missouri
$225K -$25.4K -14 -11%
EA
480
Emerald Advisers
Pennsylvania
$223K -$154K -85 -43%
BTC
481
Bank & Trust Company
Illinois
$223K
MKA
482
M. Kulyk & Associates
Georgia
$223K
MGP
483
Metis Global Partners
California
$221K -$107K -59 -34%
CAM
484
Cresset Asset Management
Illinois
$219K -$92.5K -51 -31%
A
485
AlphaQuest
New York
$219K +$203K +112 New
BRWA
486
B. Riley Wealth Advisors
Florida
$218K +$201K +111 New
Kovitz Investment Group Partners
487
Kovitz Investment Group Partners
Illinois
$216K -$50.8K -28 -20%
Bank of Nova Scotia
488
Bank of Nova Scotia
Ontario, Canada
$215K -$96.2K -53 -33%
QCM
489
QRG Capital Management
Illinois
$215K +$200K +110 New
PP
490
Prudential plc
United Kingdom
$209K +$194K +107 New
FAT
491
First American Trust
California
$207K +$192K +106 New
C
492
Covestor
United Kingdom
$207K -$79.8K -44 -30%
PHS
493
Pekin Hardy Strauss
Illinois
$205K -$497K -274 -72%
CSP
494
Cary Street Partners
Virginia
$205K +$1.81K +1 +1%
CNBT
495
Canandaigua National Bank & Trust
New York
$205K +$190K +105 New
ONB
496
Old National Bancorp
Indiana
$205K +$190K +105 New
BP
497
Ballentine Partners
Massachusetts
$205K +$190K +105 New
SFS
498
Symphony Financial Services
Ohio
$203K +$189K +104 New
SPA
499
Sherbrooke Park Advisers
New York
$202K -$310K -171 -62%
RDWM
500
Red Door Wealth Management
Tennessee
$202K +$187K +103 New

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.