We are live on ! Find out more
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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$49.1M +$402 +63 +0%
BlackRock
2
BlackRock
New York
$42.2M +$943K +147,941 +4%
ACL
3
Azora Capital LP
Florida
$29.4M +$579K +90,840 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$27.4M +$107K +16,820 +0.6%
State Street
5
State Street
Massachusetts
$19.6M +$299K +46,846 +2%
Morgan Stanley
6
Morgan Stanley
New York
$16.6M +$4.9M +768,879 +82%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.4M +$1.38M +216,843 +15%
BFC
8
Banc Funds Company
Illinois
$13.1M
SVBP
9
Strategic Value Bank Partners
Ohio
$13M
Geode Capital Management
10
Geode Capital Management
Massachusetts
$10.6M +$312K +49,004 +5%
FL
11
Fourthstone LLC
Missouri
$10.2M -$1,000K -156,869 -13%
PI
12
Putnam Investments
Massachusetts
$9.44M -$42.7K -6,696 -0.7%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$8.6M -$1.37M -214,577 -19%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$7.94M +$228K +35,739 +5%
Prudential Financial
15
Prudential Financial
New Jersey
$7.5M -$12.1K -1,900 -0.2%
BCM
16
BHZ Capital Management
California
$7.19M +$1.19M +187,182 +34%
MCM
17
Maltese Capital Management
New York
$7.02M +$3.22M +505,000 +230%
BFM
18
Boothbay Fund Management
New York
$5.6M +$3.69M +578,995 New
Goldman Sachs
19
Goldman Sachs
New York
$4.78M +$443K +69,439 +16%
American Century Companies
20
American Century Companies
Missouri
$4.59M +$450K +70,605 +17%
Northern Trust
21
Northern Trust
Illinois
$4.54M -$104K -16,256 -3%
Federated Hermes
22
Federated Hermes
Pennsylvania
$4.42M -$1.86M -291,469 -39%
AllianceBernstein
23
AllianceBernstein
Tennessee
$4.35M +$606K +95,000 +27%
RIP
24
Rhino Investment Partners
Pennsylvania
$4.09M +$2.69M +422,801 New
Invesco
25
Invesco
Georgia
$3.94M -$353K -55,340 -12%

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.