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FFWM

First Foundation Inc

Delisted

FFWM was delisted on the 31st of March, 2026.

146 hedge funds and large institutions have $409M invested in First Foundation Inc in 2023 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

62% more capital invested

Capital invested by funds: $253M → $409M (+$157M)

1.33% more ownership

Funds ownership: 73.61%74.94% (+1.3%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

1% more funds holding

Funds holding: 145146 (+1)

8% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 51

60% less call options, than puts

Call options by funds: $395K | Put options by funds: $989K

Holders
146
Holders Change
+1
Holders Change %
+0.69%
% of All Funds
2.13%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
19
Increased
47
Reduced
51
Closed
18
Calls
$395K
Puts
$989K
Net Calls
-$594K
Net Calls Change
+$148K
Name Holding Trade Value Shares
Change
Change in
Stake
DT
101
Diversified Trust
Tennessee
$135K +$6.94K +1,089 +8%
Royal Bank of Canada
102
Royal Bank of Canada
Ontario, Canada
$133K +$31.4K +4,933 +56%
T. Rowe Price Associates
103
T. Rowe Price Associates
Maryland
$129K +$13.6K +2,139 +19%
QC
104
Quadrature Capital
United Kingdom
$126K +$83.1K +13,043 New
Balyasny Asset Management
105
Balyasny Asset Management
Illinois
$123K +$81.1K +12,725 New
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$121K -$14.9K -2,339 -16%
KPWS
107
Kestra Private Wealth Services
Texas
$120K +$134 +21 +0.2%
CMS
108
Capital Market Strategies
Florida
$117K
AC
109
AXQ Capital
New Jersey
$116K +$76.2K +11,948 New
MP
110
McDonald Partners
Ohio
$114K
WFC
111
Western Financial Corp
California
$103K +$115 +18 +0.2%
WWG
112
West Wealth Group
California
$100K +$108 +17 +0.2%
RJFSA
113
Raymond James Financial Services Advisors
Florida
$96.8K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$82K -$3.98K -624 -7%
California State Teachers Retirement System (CalSTRS)
115
California State Teachers Retirement System (CalSTRS)
California
$81.6K -$304K -47,736 -85%
Group One Trading
116
Group One Trading
Illinois
$79.2K +$52.1K +8,179 New
PMEF
117
Point72 Middle East FZE
United Arab Emirates
$73.1K +$48.1K +7,553 New
Simplex Trading
118
Simplex Trading
Illinois
$73K +$46.6K +7,316 +2,368%
Nisa Investment Advisors
119
Nisa Investment Advisors
Missouri
$62.9K
CSS
120
Cubist Systematic Strategies
Connecticut
$59.4K +$39.1K +6,141 New
AIP
121
Ameritas Investment Partners
Nebraska
$48.2K
AB
122
Amalgamated Bank
New York
$44K -$3.37K -528 -10%
WT
123
Whittier Trust
California
$41.8K
Legal & General Group
124
Legal & General Group
United Kingdom
$40.7K -$399K -62,529 -94%
AF
125
Allworth Financial
California
$32.8K

FFWM Hedge Fund Activity: Q4 2023 in Review

146 of the 6,864 institutional investors tracked by Wall St. Rank reported a position in First Foundation Inc (FFWM) for Q4 2023, worth a combined $409M — up 62% from $253M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FFWM positions and 18 closed out — a net gain of 1 holder — while 47 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.9M. The largest seller was Philadelphia Financial Management of San Francisco, cutting an estimated $7.77M.

  • 146 institutional investors held First Foundation Inc (FFWM) as of Q4 2023, up from 145 in Q3 2023.
  • Funds reported $409M of First Foundation Inc stock for Q4 2023, up 62% quarter-over-quarter.
  • 19 funds opened new First Foundation Inc positions in Q4 2023 and 18 closed out, a net change of +1 holder.
  • The largest First Foundation Inc buyer in Q4 2023 was Morgan Stanley, an estimated $4.9M added.
  • The largest First Foundation Inc seller in Q4 2023 was Philadelphia Financial Management of San Francisco, an estimated $7.77M sold.

Based on aggregated 13F filings for Q4 2023.