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First Citizens BancShares

601 hedge funds and large institutions have $15.1B invested in First Citizens BancShares in 2025 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 211 increasing their positions, 193 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-9
Holders Change %
-1.48%
% of All Funds
8.17%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
72
Increased
211
Reduced
193
Closed
73
Calls
$129M
Puts
$183M
Net Calls
-$53.8M
Net Calls Change
-$729K
Name Holding Trade Value Shares
Change
Shares
Change %
OC
201
Oppenheimer & Co
New York
$2.72M
SSWM
202
Sheets Smith Wealth Management
North Carolina
$2.68M
LG
203
Leuthold Group
Minnesota
$2.68M +$2.68M +1,444 New
Toronto Dominion Bank
204
Toronto Dominion Bank
Ontario, Canada
$2.67M +$260K +140 +11%
WA
205
Waverly Advisors
Alabama
$2.65M
Principal Financial Group
206
Principal Financial Group
Iowa
$2.64M -$90.9K -49 -3%
Teacher Retirement System of Texas
207
Teacher Retirement System of Texas
Texas
$2.64M +$2.64M +1,425 New
DGM
208
Delta Global Management
New York
$2.6M +$2.6M +1,402 New
BA
209
Bridgewater Associates
Connecticut
$2.6M +$2.6M +1,401 New
II
210
Inspire Investing
Idaho
$2.55M -$673K -363 -21%
Creative Planning
211
Creative Planning
Kansas
$2.37M +$85.3K +46 +4%
EWA
212
EP Wealth Advisors
California
$2.3M +$50K +27 +2%
4WM
213
44 Wealth Management
Oregon
$2.29M -$37.1K -20 -2%
Cerity Partners
214
Cerity Partners
New York
$2.27M -$94.6K -51 -4%
BHCM
215
Brevan Howard Capital Management
Jersey
$2.26M +$2.26M +1,219 New
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$2.24M -$16.7K -9 -0.7%
SSA
217
Schonfeld Strategic Advisors
New York
$2.23M -$3.61M -1,947 -62%
JSL
218
JT Stratford LLC
Georgia
$2.2M -$115K -62 -5%
NAM
219
Nissay Asset Management
Japan
$2.2M -$57.5K -31 -3%
IAA
220
Independent Advisor Alliance
North Carolina
$2.12M -$26K -14 -1%
AWM
221
Axxcess Wealth Management
California
$2.11M +$2.11M +1,135 New
MAA
222
Mraz Amerine & Associates
California
$2.09M -$12.8K -7 -0.6%
ST
223
Sabal Trust
Florida
$2.07M -$1.85K -1 -0.1%
SXL
224
Summit X LLC
Missouri
$2.07M -$66.8K -36 -3%
TSS
225
Two Sigma Securities
New York
$2.06M +$1.79M +967 +662%