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First Citizens BancShares

651 hedge funds and large institutions have $15.5B invested in First Citizens BancShares in 2025 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 200 increasing their positions, 214 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

133.98% more ownership

Funds ownership: 61.16%195.14% (+134%)

62% more call options, than puts

Call options by funds: $137M | Put options by funds: $84.6M

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

55% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 75

19% more capital invested

Capital invested by funds: $13B → $15.5B (+$2.48B)

5% more funds holding

Funds holding: 621651 (+30)

7% less repeat investments, than reductions

Existing positions increased: 200 | Existing positions reduced: 214

Holders
651
Holders Change
+30
Holders Change %
+4.83%
% of All Funds
7.92%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.23%
New
116
Increased
200
Reduced
214
Closed
75
Calls
$137M
Puts
$84.6M
Net Calls
+$52.3M
Net Calls Change
+$53.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
501
Winton Group
United Kingdom
$236K +$207K +110 New
PCIA
502
Prime Capital Investment Advisors
Kansas
$234K +$205K +109 New
TC
503
TwinBeech Capital
New York
$234K -$22M -11,690 -99%
BTC
504
Bank & Trust Company
Illinois
$234K -$5.66K -3 -3%
PCM
505
Prelude Capital Management
New York
$234K +$205K +109 New
BRWA
506
B. Riley Wealth Advisors
Florida
$231K +$202K +107 New
AWA
507
Arkadios Wealth Advisors
Georgia
$230K -$45.2K -24 -18%
SC
508
Savant Capital
Illinois
$230K -$39.6K -21 -16%
DS
509
DRW Securities
Illinois
$227K +$200K +106 New
OL
510
Optas LLC
Texas
$227K -$354K -188 -64%
FAT
511
First American Trust
California
$225K +$198K +105 New
SFS
512
Symphony Financial Services
Ohio
$223K +$196K +104 New
SAI
513
Savvy Advisors Inc
New York
$221K +$194K +103 New
CSP
514
Cary Street Partners
Virginia
$221K
BDF
515
Black Diamond Financial
Maryland
$221K +$194K +103 New
GSC
516
Ground Swell Capital
South Carolina
$221K +$194K +103 New
RDWM
517
Red Door Wealth Management
Tennessee
$221K +$194K +103 New
BP
518
Ballentine Partners
Massachusetts
$216K +$190K +101 New
WCA
519
Westover Capital Advisors
Delaware
$215K -$543K -288 -74%
PAM
520
Paradigm Asset Management
New York
$215K
BRWM
521
Blue Rock Wealth Management
North Carolina
$215K +$188K +100 New
CIA
522
CCM Investment Advisers
South Carolina
$215K +$188K +100 New
MAM
523
Mullooly Asset Management
New Jersey
$215K +$188K +100 New
VIP
524
Viewpoint Investment Partners
Alberta, Canada
$215K +$188K +100 New
ZCP
525
Z3 Capital Partners
Virginia
$215K +$188K +100 New