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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
BWA
576
Basecamp Wealth Advisors
Washington
$23.6K +$20.7K +11 New
CSC
577
Caldwell Sutter Capital
California
$21.5K
PWMG
578
Private Wealth Management Group
New Jersey
$21.5K
PTC
579
Private Trust Company
Ohio
$21.5K +$5.66K +3 +43%
BFS
580
Beacon Financial Strategies
North Carolina
$21.5K +$18.8K +10 New
SAG
581
SageView Advisory Group
California
$21.5K +$18.8K +10 New
HNB
582
Huntington National Bank
Ohio
$21.5K
CA
583
CoreCap Advisors
Michigan
$19.3K +$17K +9 New
RBI
584
Raiffeisen Bank International
Austria
$17.3K
MCI
585
MRP Capital Investments
Georgia
$17.2K -$509K -270 -97%
SWM
586
Spire Wealth Management
Virginia
$17.2K
FHC
587
First Horizon Corporation
Tennessee
$17.2K +$1.89K +1 +14%
RIL
588
Rothschild Investment LLC
Illinois
$17.2K +$1.89K +1 +14%
FFO
589
Fortitude Family Office
Arizona
$17.2K +$3.77K +2 +33%
KFAS
590
Keating Financial Advisory Services
Kansas
$17.2K +$15.1K +8 New
FAMI
591
Fideuram Asset Management (Ireland)
$16.6K +$15.1K +8 New
BIA
592
Bell Investment Advisors
California
$15K
MCM
593
MAI Capital Management
Ohio
$15K +$3.77K +2 +40%
HC
594
Hara Capital
Washington
$15K
GRP
595
Global Retirement Partners
California
$15K +$1.89K +1 +17%
1CP
596
1015 Capital Partners
Pennsylvania
$15K +$13.2K +7 New
SL
597
Salomon & Ludwin
Virginia
$13.1K
OP
598
ORG Partners
Indiana
$12.9K +$3.77K +2 +50%
TCOV
599
Trust Company of Vermont
Vermont
$12.9K +$11.3K +6 New
BW
600
Basepoint Wealth
Iowa
$10.8K +$9.42K +5 New