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First Citizens BancShares
FCNCA

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: 604 → 624 (+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: 16 → 12 (-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

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$91.5M
2
CCM
Check Capital Management
California
+$89.5M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$51.1M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$44.4M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$33.3M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$291M
2
JP Morgan Chase
JP Morgan Chase
New York
-$160M
3
Brown Advisory
Brown Advisory
Maryland
-$101M
4
Morgan Stanley
Morgan Stanley
New York
-$76.7M
5
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
-$73M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
601
Bay Harbor Wealth Management
Maryland
$4.16K +$4.01K +2 New
CCMI
602
Creative Capital Management Investments
California
$4.16K +$4.01K +2 New
EWP
603
Elevation Wealth Partners
California
$4.16K +$4.01K +2 New
MIM
604
Marshall Investment Management
Colorado
$4.16K +$4.01K +2 New
HFS
605
Hantz Financial Services
Michigan
$4K +$4.01K +2 New
Kayne Anderson Rudnick Investment Management
606
Kayne Anderson Rudnick Investment Management
California
$2.44K – – –
MCM
607
MV Capital Management
Maryland
$2.08K -$4.01K -2 -67%
AWM
608
Abound Wealth Management
Tennessee
$2.08K – – –
BWL
609
Bogart Wealth LLC
Virginia
$2.08K – – –
CFM
610
Cornerstone Financial Management
Massachusetts
$2.08K – – –
CTB
611
Country Trust Bank
Illinois
$2.08K – – –
ECA
612
Elevated Capital Advisors
Utah
$2.08K – – –
MAM
613
Marquette Asset Management
Minnesota
$2.08K – – –
SFS
614
Sunrise Financial Services
Washington
$2.08K – – –
TWD
615
True Wealth Design
Ohio
$2.08K – – –
W
616
WealthCollab
Washington
$2.08K – – –
BF
617
BOK Financial
Oklahoma
$2.08K +$2K +1 New
HFS
618
Horizon Financial Services
North Carolina
$2.08K +$2K +1 New
LF
619
LifeSteps Financial
California
$2.08K +$2K +1 New
WPA
620
West Paces Advisors
Georgia
$2.08K +$2K +1 New
BAM
621
Bellevue Asset Management
Washington
$2.08K +$2K +1 New
AW
622
Avion Wealth
Texas
$2K – – –
OAJ
623
Ogorek Anthony Joseph
New York
$2K – – –
NWM
624
Navigoe Wealth Management
California
$2K +$2K +1 New
ACM
625
Alua Capital Management
New York
– -$43.6M -23,159 Closed
23 24
25
26 27

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.