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FFWM

First Foundation Inc

Delisted

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

151 hedge funds and large institutions have $352M invested in First Foundation Inc in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 42 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 42

2.06% more ownership

Funds ownership: 81.68%83.74% (+2.1%)

1% more capital invested

Capital invested by funds: $349M → $352M (+$2.66M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 157151 (-6)

16% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 31

48% less call options, than puts

Call options by funds: $235K | Put options by funds: $449K

Holders
151
Holders Change
-6
Holders Change %
-3.82%
% of All Funds
1.99%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
55
Reduced
42
Closed
31
Calls
$235K
Puts
$449K
Net Calls
-$214K
Net Calls Change
+$298K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$4.4K
EWA
127
EverSource Wealth Advisors
Alabama
$4.17K +$2.89K +565 +224%
BIG
128
Brooklyn Investment Group
New York
$3.71K +$2.17K +424 +140%
US Bancorp
129
US Bancorp
Minnesota
$3.24K +$148 +29 +5%
AAP
130
Arax Advisory Partners
Colorado
$2.24K +$2.25K +440 New
HCA
131
Harbor Capital Advisors
Illinois
$2K -$1.93K -376 -45%
RTL
132
Red Tortoise LLC
Georgia
$1.63K
NA
133
NewEdge Advisors
Louisiana
$1.47K
FFO
134
Fortitude Family Office
Arizona
$1.37K +$456 +89 +49%
PWMG
135
Private Wealth Management Group
New Jersey
$924
MCM
136
MAI Capital Management
Ohio
$862 +$865 +169 New
CAWM
137
Capital A Wealth Management
Pennsylvania
$716 +$379 +74 New
RIL
138
Rothschild Investment LLC
Illinois
$536 -$26 -5 -5%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$510
RA
140
Rise Advisors
New York
$500 -$507 -99 -50%
Kayne Anderson Rudnick Investment Management
141
Kayne Anderson Rudnick Investment Management
California
$332
SS
142
SBI Securities
Japan
$240
DF
143
DecisionPoint Financial
Arizona
$219 +$205 +40 New
IA
144
IFP Advisors
Florida
$209
EP
145
Essential Partners
California
$92 +$92 +18 New
TWD
146
True Wealth Design
Ohio
$87 +$87 +17 New
TPWA
147
Twin Peaks Wealth Advisors
California
$26 +$26 +5 New
SC
148
Stephens Consulting
Michigan
$21 -$364 -71 -95%
EWM
149
Evolution Wealth Management
Florida
$20 +$20 +4 New
ACL
150
Azora Capital LP
Florida
-$4.52M -871,559 Closed

FFWM Hedge Fund Activity: Q2 2025 in Review

151 of the 7,604 institutional investors tracked by Wall St. Rank reported a position in First Foundation Inc (FFWM) for Q2 2025, worth a combined $352M — up 0.76% from $349M a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of FFWM and 26 opened new positions — a net loss of 5 holders — while 42 trimmed existing stakes and 55 added.

The largest buyer was North Reef Capital Management, adding an estimated $10.3M. The largest seller was Fidelity Investments, cutting an estimated $12.8M.

  • 151 institutional investors held First Foundation Inc (FFWM) as of Q2 2025, down from 157 in Q1 2025.
  • Funds reported $352M of First Foundation Inc stock for Q2 2025, up 0.76% quarter-over-quarter.
  • 26 funds opened new First Foundation Inc positions in Q2 2025 and 31 closed out, a net change of -5 holders.
  • The largest First Foundation Inc buyer in Q2 2025 was North Reef Capital Management, an estimated $10.3M added.
  • The largest First Foundation Inc seller in Q2 2025 was Fidelity Investments, an estimated $12.8M sold.

Based on aggregated 13F filings for Q2 2025.