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First Foundation Inc
FFWM

Overview Fund Activity

149 hedge funds and large institutions have $352M invested in First Foundation Inc in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 41 reducing their positions, and 31 closing their positions.

Holders
149
Holders Change
-8
Holders Change %
-5.1%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
24
Increased
56
Reduced
41
Closed
31
Calls
$235K
Puts
$449K
Net Calls
-$214K
Net Calls Change
+$298K

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$38.8M
2
FCM
2
FJ Capital Management
Virginia
$7.54M
3
UBS Group
3
UBS Group
Switzerland
$3.66M
4
MCM
4
Maltese Capital Management
New York
$11.3M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.8M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$25M
2
ACL
2
Azora Capital LP
Florida
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.45M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$19.1M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
126
Huntington National Bank
Ohio
$4.4K – – –
EWA
127
EverSource Wealth Advisors
Alabama
$4.17K +$2.88K +565 +224%
BIG
128
Brooklyn Investment Group
New York
$3.71K +$2.16K +424 +140%
US Bancorp
129
US Bancorp
Minnesota
$3.24K +$148 +29 +5%
AAP
130
Arax Advisory Partners
Colorado
$2.24K +$2.24K +440 New
HCA
131
Harbor Capital Advisors
Illinois
$2K -$1.62K -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 +$454 +89 +49%
PWMG
135
Private Wealth Management Group
New Jersey
$924 – – –
MCM
136
MAI Capital Management
Ohio
$862 +$862 +169 New
RIL
137
Rothschild Investment LLC
Illinois
$536 -$26 -5 -5%
Northwestern Mutual Wealth Management
138
Northwestern Mutual Wealth Management
Wisconsin
$510 – – –
RA
139
Rise Advisors
New York
$500 -$505 -99 -50%
Kayne Anderson Rudnick Investment Management
140
Kayne Anderson Rudnick Investment Management
California
$332 – – –
SS
141
SBI Securities
Japan
$240 – – –
DF
142
DecisionPoint Financial
Arizona
$219 +$219 +40 New
IA
143
IFP Advisors
Florida
$209 -$104 – –
TWD
144
True Wealth Design
Ohio
$87 +$87 +17 New
TPWA
145
Twin Peaks Wealth Advisors
California
$26 +$26 +5 New
SC
146
Stephens Consulting
Michigan
$21 -$373 -71 -95%
EWM
147
Evolution Wealth Management
Florida
$20 +$20 +4 New
ACL
148
Azora Capital LP
Florida
– -$4.52M -871,559 Closed
Marshall Wace
149
Marshall Wace
United Kingdom
– -$1.19M -229,767 Closed
LSA
150
L & S Advisors
California
– -$219K -42,230 Closed
4 5
6
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