We are live on ! Find out more
FCNCA icon

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
WCM
576
Westend Capital Management
California
$5.87K
AWM
577
Activest Wealth Management
Florida
$5.87K +$5.44K +3 New
AFG
578
Albion Financial Group
Utah
$3.91K
HI
579
Hoey Investments
Pennsylvania
$3.91K
RIL
580
Rothschild Investment LLC
Illinois
$3.91K
RWM
581
Rialto Wealth Management
New York
$3.91K +$1.81K +1 +100%
CH
582
Cromwell Holdings
Wyoming
$3.91K +$3.63K +2 New
CFO
583
CVA Family Office
Colorado
$3.91K +$3.63K +2 New
Kayne Anderson Rudnick Investment Management
584
Kayne Anderson Rudnick Investment Management
California
$2.3K
SIC
585
SJS Investment Consulting
Ohio
$1.96K -$1.81K -1 -50%
AWM
586
Abound Wealth Management
Tennessee
$1.96K
BHWM
587
Beaird Harris Wealth Management
Texas
$1.96K
FPF
588
First Pacific Financial
Washington
$1.96K
W
589
WealthCollab
Washington
$1.96K
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.96K +$1.81K +1 New
SC
591
Stephens Consulting
Michigan
$1.96K +$1.81K +1 New
TWD
592
True Wealth Design
Ohio
$1.96K +$1.81K +1 New
WA
593
Whipplewood Advisors
Colorado
$1.96K -$198K -109 -99%
CTB
594
Country Trust Bank
Illinois
$1.96K -$18.1K -10 -91%
HI
595
Harbour Investments
Wisconsin
$1.96K -$3.63K -2 -67%
CIAM
596
Caitong International Asset Management
Hong Kong
$1.96K
BHWM
597
Bay Harbor Wealth Management
Maryland
$1.96K +$1.81K +1 New
HIA
598
HFM Investment Advisors
New Jersey
$1.96K +$1.81K +1 New
TIM
599
Tortoise Investment Management
New York
$1.96K +$1.81K +1 New
TC
600
Truvestments Capital
Florida
$1.96K +$1.81K +1 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.