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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
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$27.4K
PNC Financial Services Group
127
PNC Financial Services Group
Pennsylvania
$25K -$1.27K -199 -7%
Qube Research & Technologies (QRT)
128
Qube Research & Technologies (QRT)
United Kingdom
$23.8K -$896K -140,587 -98%
GI
129
GAMMA Investing
California
$18.5K +$12.4K +1,948 New
FFO
130
Fortitude Family Office
Arizona
$17.7K +$11.7K +1,828 New
HNB
131
Huntington National Bank
Ohio
$8.34K
CAS
132
Coppell Advisory Solutions
Texas
$8.24K -$78.3K -12,289 -94%
EWA
133
EverSource Wealth Advisors
Alabama
$7.41K +$2.64K +414 +118%
Osaic Holdings
134
Osaic Holdings
Arizona
$7.33K -$3.21K -503 -40%
FFA
135
Farther Finance Advisors
California
$5.76K +$3.39K +532 +844%
GWS
136
Glassman Wealth Services
Virginia
$4.98K -$191 -30 -6%
PA
137
Parallel Advisors
California
$4.6K
AF
138
Advisornet Financial
Minnesota
$3.85K
RTL
139
Red Tortoise LLC
Georgia
$3.09K
NA
140
NewEdge Advisors
Louisiana
$2.79K +$1.84K +288 New
PWMG
141
Private Wealth Management Group
New Jersey
$1.75K +$1.15K +181 New
Comerica Bank
142
Comerica Bank
Texas
$1.04K -$5.77K -905 -89%
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$968 -$24.1K -3,774 -97%
QCG
144
Quadrant Capital Group
Ohio
$591
TWP
145
TFO Wealth Partners
Ohio
$426
LSV Asset Management
146
LSV Asset Management
Illinois
-$1.22M -199,968 Closed
Swiss National Bank
147
Swiss National Bank
Switzerland
-$679K -111,600 Closed
CS
148
Credit Suisse
Switzerland
-$428K -70,435 Closed
Assenagon Asset Management
149
Assenagon Asset Management
Luxembourg
-$377K -62,055 Closed
SG Americas Securities
150
SG Americas Securities
New York
-$216K -35,468 Closed

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.