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FFWM

First Foundation Inc

Delisted

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

145 hedge funds and large institutions have $253M invested in First Foundation Inc in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more capital invested

Capital invested by funds: $157M → $253M (+$95.7M)

37% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 38

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

3.56% more ownership

Funds ownership: 70.05%73.61% (+3.6%)

2% more funds holding

Funds holding: 142145 (+3)

82% less call options, than puts

Call options by funds: $160K | Put options by funds: $902K

Holders
145
Holders Change
+3
Holders Change %
+2.11%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
52
Reduced
38
Closed
21
Calls
$160K
Puts
$902K
Net Calls
-$742K
Net Calls Change
-$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$30.9M +$11.1K +1,689 +0%
BlackRock
2
BlackRock
New York
$25.6M -$1.3M -197,201 -4%
ACL
3
Azora Capital LP
Florida
$17.9M +$5.7M +864,694 +42%
Vanguard Group
4
Vanguard Group
Pennsylvania
$17.1M +$137K +20,799 +0.7%
State Street
5
State Street
Massachusetts
$12M +$5.84M +885,554 +81%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.96M -$1.57M -237,852 -14%
PFMOSF
7
Philadelphia Financial Management of San Francisco
California
$8.74M +$9.48M +1,437,175 New
BFC
8
Banc Funds Company
Illinois
$8.23M
SVBP
9
Strategic Value Bank Partners
Ohio
$8.19M
FL
10
Fourthstone LLC
Missouri
$7.38M +$8M +1,213,013 New
Jacobs Levy Equity Management
11
Jacobs Levy Equity Management
New Jersey
$6.71M -$15.3K -2,321 -0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.36M +$4.64K +704 +0.1%
PI
13
Putnam Investments
Massachusetts
$5.97M +$1.25M +190,059 +24%
Morgan Stanley
14
Morgan Stanley
New York
$5.72M +$1.3M +196,630 +26%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$4.77M -$2.46M -372,839 -32%
Prudential Financial
16
Prudential Financial
New Jersey
$4.73M -$2.09M -316,600 -29%
Federated Hermes
17
Federated Hermes
Pennsylvania
$4.55M -$2.32M -352,468 -32%
BCM
18
BHZ Capital Management
California
$3.38M +$322K +48,895 +10%
Northern Trust
19
Northern Trust
Illinois
$2.95M -$34.2K -5,188 -1%
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.82M -$378K -57,400 -11%
Invesco
21
Invesco
Georgia
$2.81M +$2.41M +365,248 +375%
Goldman Sachs
22
Goldman Sachs
New York
$2.58M -$4.39M -666,345 -61%
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.49M +$464K +70,420 +21%
American Century Companies
24
American Century Companies
Missouri
$2.46M +$338K +51,303 +15%
Charles Schwab
25
Charles Schwab
California
$2.45M +$147K +22,279 +6%

FFWM Hedge Fund Activity: Q3 2023 in Review

145 of the 6,304 institutional investors tracked by Wall St. Rank reported a position in First Foundation Inc (FFWM) for Q3 2023, worth a combined $253M — up 61% from $157M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new FFWM positions and 21 closed out — a net gain of 4 holders — while 52 added to existing stakes and 38 trimmed.

The largest buyer was Philadelphia Financial Management of San Francisco, opening a new position worth an estimated $9.48M. The largest seller was Goldman Sachs, cutting an estimated $4.39M.

  • 145 institutional investors held First Foundation Inc (FFWM) as of Q3 2023, up from 142 in Q2 2023.
  • Funds reported $253M of First Foundation Inc stock for Q3 2023, up 61% quarter-over-quarter.
  • 25 funds opened new First Foundation Inc positions in Q3 2023 and 21 closed out, a net change of +4 holders.
  • The largest First Foundation Inc buyer in Q3 2023 was Philadelphia Financial Management of San Francisco, an estimated $9.48M added.
  • The largest First Foundation Inc seller in Q3 2023 was Goldman Sachs, an estimated $4.39M sold.

Based on aggregated 13F filings for Q3 2023.