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FFWM

First Foundation Inc

Delisted

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

154 hedge funds and large institutions have $426M invested in First Foundation Inc in 2026 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 42

0.97% more ownership

Funds ownership: 85.8%86.77% (+0.97%)

3% less capital invested

Capital invested by funds: $438M → $426M (-$12.4M)

7% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 29

3% less funds holding

Funds holding: 159154 (-5)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
1.9%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
27
Increased
49
Reduced
42
Closed
29
Calls
$1.28M
Puts
Net Calls
+$1.28M
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$9.51K -$176 -29 -2%
OCWP
127
Owl Creek Wealth Partners
Colorado
$7.23K +$7.43K +1,225 New
PA
128
Parallel Advisors
California
$7.13K +$1.96K +323 +36%
SAM
129
Smartleaf Asset Management
Massachusetts
$6.68K -$4.88K -805 -41%
EP
130
Essential Partners
California
$6.65K
HNB
131
Huntington National Bank
Ohio
$5.09K
Osaic Holdings
132
Osaic Holdings
Arizona
$4.37K +$1.89K +312 +73%
Optiver Holding
133
Optiver Holding
Netherlands
$3.71K +$437 +72 +13%
US Bancorp
134
US Bancorp
Minnesota
$3.58K
EWA
135
EverSource Wealth Advisors
Alabama
$2.56K -$825 -136 -24%
Russell Investments Group
136
Russell Investments Group
United Kingdom
$2.3K -$31.6K -5,205 -93%
RTL
137
Red Tortoise LLC
Georgia
$1.88K
SHIM
138
Stone House Investment Management
Pennsylvania
$1.85K +$1.9K +313 New
NA
139
NewEdge Advisors
Louisiana
$1.7K
BBHC
140
Brown Brothers Harriman & Co
New York
$1.55K
LFG
141
Larson Financial Group
Missouri
$1.46K +$880 +145 +142%
Northwestern Mutual Wealth Management
142
Northwestern Mutual Wealth Management
Wisconsin
$590
FFO
143
Fortitude Family Office
Arizona
$555
PWA
144
Physician Wealth Advisors
Utah
$549
KG
145
Kilter Group
New York
$526 +$534 +88 +8,800%
RFP
146
Root Financial Partners
California
$384 +$394 +65 New
RIL
147
Rothschild Investment LLC
Illinois
$354 -$303 -50 -45%
TWD
148
True Wealth Design
Ohio
$354
SS
149
SBI Securities
Japan
$248 -$24 -4 -9%
DF
150
DecisionPoint Financial
Arizona
$236

FFWM Hedge Fund Activity: Q1 2026 in Review

154 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in First Foundation Inc (FFWM) for Q1 2026, worth a combined $426M — down 2.8% from $438M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FFWM and 27 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 49 added.

The largest buyer was Wellington Management Group, adding an estimated $16.7M. The largest seller was Fidelity Investments, cutting an estimated $19.4M.

  • 154 institutional investors held First Foundation Inc (FFWM) as of Q1 2026, down from 159 in Q4 2025.
  • Funds reported $426M of First Foundation Inc stock for Q1 2026, down 2.8% quarter-over-quarter.
  • 27 funds opened new First Foundation Inc positions in Q1 2026 and 29 closed out, a net change of -2 holders.
  • The largest First Foundation Inc buyer in Q1 2026 was Wellington Management Group, an estimated $16.7M added.
  • The largest First Foundation Inc seller in Q1 2026 was Fidelity Investments, an estimated $19.4M sold.

Based on aggregated 13F filings for Q1 2026.