We are live on ! Find out more
FCNCA icon

First Citizens BancShares
FCNCA

610 hedge funds and large institutions have $15.3B invested in First Citizens BancShares in 2025 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 212 increasing their positions, 199 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 199

1% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 72

0.91% more ownership

Funds ownership: 65.06% → 65.97% (+0.91%)

1% less funds holding

Funds holding: 615 → 610 (-5)

14% less capital invested

Capital invested by funds: $17.9B → $15.3B (-$2.52B)

19% less funds holding in top 10

Funds holding in top 10: 21 → 17 (-4)

29% less call options, than puts

Call options by funds: $129M | Put options by funds: $183M

Holders
610
Holders Change
-5
Holders Change %
-0.81%
% of All Funds
8.18%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
73
Increased
212
Reduced
199
Closed
72
Calls
$129M
Puts
$183M
Net Calls
-$53.8M
Net Calls Change
-$729K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$123M
2
UBS Group
UBS Group
Switzerland
+$57M
3
ECU
Egerton Capital (UK)
United Kingdom
+$45.3M
4
Harris Associates
Harris Associates
Illinois
+$37.1M
5
First Trust Advisors
First Trust Advisors
Illinois
+$32.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$162M
3
ACM
Alua Capital Management
New York
-$104M
4
Norges Bank
Norges Bank
Norway
-$83M
5
BlackRock
BlackRock
New York
-$65.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
601
WealthCollab
Washington
$1.85K – – –
CA
602
Crewe Advisors
Utah
$1.85K +$2.04K +1 New
FPF
603
First Pacific Financial
Washington
$1.85K +$2.04K +1 New
RWM
604
Rialto Wealth Management
New York
$1.85K +$2.04K +1 New
CIAM
605
Caitong International Asset Management
Hong Kong
$1.85K -$89.6K -44 -98%
TCOV
606
Trust Company of Vermont
Vermont
$1.85K – – –
HWP
607
Highline Wealth Partners
California
$1.85K +$2.04K +1 New
PWAM
608
Private Wealth Asset Management
Iowa
$1.85K +$2.04K +1 New
WA
609
Whipplewood Advisors
Colorado
$1.85K +$222K +109 +10,900%
OAJ
610
Ogorek Anthony Joseph
New York
$1K +$2.04K +1 New
Citadel Advisors
611
Citadel Advisors
Florida
– -$32M -15,713 Closed
KAM
612
Kirkoswald Asset Management
New York
– -$22.8M -10,800 Closed
Holocene Advisors
613
Holocene Advisors
New York
– -$22.6M -10,684 Closed
FGP
614
Freestone Grove Partners
California
– -$16.9M -8,008 Closed
DFO
615
Duquesne Family Office
New York
– -$11M -5,183 Closed
GIM
616
Generate Investment Management
New Zealand
– -$9.36M -4,428 Closed
GCM
617
Gladstone Capital Management
United Kingdom
– -$9.26M -4,380 Closed
TC
618
TwinBeech Capital
New York
– -$5.47M -2,589 Closed
IP
619
Interval Partners
New York
– -$5.06M -2,396 Closed
Simplex Trading
620
Simplex Trading
Illinois
– -$3.5M -1,720 Closed
AHC
621
Anderson Hoagland & Co
Missouri
– -$2.53M -1,157 Closed
EC
622
Estate Counselors
Wisconsin
– -$2.03M -960 Closed
LIP
623
Lighthouse Investment Partners
Florida
– -$1.92M -907 Closed
SIP
624
Stoneridge Investment Partners
Pennsylvania
– -$1.66M -787 Closed
FMWA
625
Forvis Mazars Wealth Advisors
Missouri
– -$1.5M -708 Closed
23 24
25
26 27

FCNCA Hedge Fund Activity: Q1 2025 in Review

610 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Citizens BancShares (FCNCA) for Q1 2025, worth a combined $15.3B — down 14% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new FCNCA positions and 72 closed out — a net gain of 1 holder — while 212 added to existing stakes and 199 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $123M. The largest seller was Fidelity Investments, cutting an estimated $213M.

  • 610 institutional investors held First Citizens BancShares (FCNCA) as of Q1 2025, down from 615 in Q4 2024.
  • Funds reported $15.3B of First Citizens BancShares stock for Q1 2025, down 14% quarter-over-quarter.
  • 73 funds opened new First Citizens BancShares positions in Q1 2025 and 72 closed out, a net change of +1 holder.
  • The largest First Citizens BancShares buyer in Q1 2025 was Morgan Stanley, an estimated $123M added.
  • The largest First Citizens BancShares seller in Q1 2025 was Fidelity Investments, an estimated $213M sold.

Based on aggregated 13F filings for Q1 2025.