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First Citizens BancShares

624 hedge funds and large institutions have $13.8B invested in First Citizens BancShares in 2026 Q2 according to their latest regulatory filings, with 88 funds opening new positions, 170 increasing their positions, 227 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 54

34% more call options, than puts

Call options by funds: $97.6M | Put options by funds: $73M

3% more funds holding

Funds holding: 604624 (+20)

5% more capital invested

Capital invested by funds: $13.2B → $13.8B (+$654M)

1.06% less ownership

Funds ownership: 63.81%62.75% (-1.1%)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

25% less repeat investments, than reductions

Existing positions increased: 170 | Existing positions reduced: 227

Holders
624
Holders Change
+20
Holders Change %
+3.31%
% of All Funds
7.54%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
88
Increased
170
Reduced
227
Closed
54
Calls
$97.6M
Puts
$73M
Net Calls
+$24.6M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
576
Ritter Daniher Financial Advisory
Ohio
$10.4K
PAP
577
Persistent Asset Partners
Hong Kong
$10.4K +$10K +5 New
IFWM
578
Institute for Wealth Management
Colorado
$8.32K +$8.02K +4 New
WA
579
WPG Advisers
Maryland
$8.32K
SWM
580
SHP Wealth Management
Massachusetts
$8.32K +$4.01K +2 +100%
Vanguard National Trust
581
Vanguard National Trust
Pennsylvania
$8.32K +$8.02K +4 New
MCM
582
Manchester Capital Management
Vermont
$6.24K
SN
583
Sittner & Nelson
Oregon
$6.24K
S
584
Sachetta
Massachusetts
$6.24K +$2K +1 +50%
HC
585
Hara Capital
Washington
$6.24K -$8.02K -4 -57%
PB
586
Pinnacle Bancorp
Nebraska
$6.24K -$2K -1 -25%
BWM
587
Benson Wealth Management
Tennessee
$6.24K
BGAI
588
Bruce G. Allen Investments
Colorado
$6.24K
FG
589
Fairman Group
Pennsylvania
$6.24K
LSA
590
Leonteq Securities AG
Switzerland
$6.24K
PPC
591
Park Place Capital
Alabama
$6.24K
CH
592
Cromwell Holdings
Wyoming
$6.24K +$2K +1 +50%
HFS
593
Hughes Financial Services
Virginia
$6.24K +$4.01K +2 +200%
BWA
594
Basecamp Wealth Advisors
Washington
$6.24K +$6.02K +3 New
CI
595
CX Institutional
Indiana
$6K
AFG
596
Albion Financial Group
Utah
$4.16K -$4.01K -2 -50%
HWP
597
Highline Wealth Partners
California
$4.16K
HI
598
Hoey Investments
Pennsylvania
$4.16K
RWM
599
Raffa Wealth Management
District of Columbia
$4.16K
RWM
600
Rialto Wealth Management
New York
$4.16K

FCNCA Hedge Fund Activity: Q2 2026 in Review

624 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q2 2026, worth a combined $13.8B — up 5% from $13.2B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new FCNCA positions and 54 closed out — a net gain of 34 holders — while 170 added to existing stakes and 227 trimmed.

The largest buyer was Millennium Management, adding an estimated $91.5M. The largest seller was BlackRock, cutting an estimated $291M.

  • 624 institutional investors held First Citizens BancShares (FCNCA) as of Q2 2026, up from 604 in Q1 2026.
  • Funds reported $13.8B of First Citizens BancShares stock for Q2 2026, up 5% quarter-over-quarter.
  • 88 funds opened new First Citizens BancShares positions in Q2 2026 and 54 closed out, a net change of +34 holders.
  • The largest First Citizens BancShares buyer in Q2 2026 was Millennium Management, an estimated $91.5M added.
  • The largest First Citizens BancShares seller in Q2 2026 was BlackRock, an estimated $291M sold.

Based on aggregated 13F filings for Q2 2026.