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First Western Financial

95 hedge funds and large institutions have $163M invested in First Western Financial in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1.34% more ownership

Funds ownership: 66.75%68.09% (+1.3%)

1% more funds holding

Funds holding: 9495 (+1)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

6% less capital invested

Capital invested by funds: $174M → $163M (-$10.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
34
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
North Reef Capital Management
California
$17.6M +$778K +30,655 +4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$12.8M +$7.04M +277,649 +114%
BlackRock
3
BlackRock
New York
$12.2M -$188K -7,429 -1%
VCM
4
Vanguard Capital Management
Pennsylvania
$8.7M +$8.97M +353,829 New
BFC
5
Banc Funds Company
Illinois
$8.56M +$58.7K +2,314 +0.7%
AU
6
Algebris (UK)
United Kingdom
$8.44M +$82.2K +3,242 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$6.43M +$163K +6,440 +3%
JAM
8
Jacobs Asset Management
New York
$6.34M -$252K -9,921 -4%
MCA
9
Mendon Capital Advisors
Florida
$6.23M
PAIM
10
Punch & Associates Investment Management
Minnesota
$6.1M -$577K -22,750 -8%
AllianceBernstein
11
AllianceBernstein
Tennessee
$5.55M +$73.6K +2,902 +1%
CRC
12
Curi RMB Capital
Illinois
$4.84M
TCM
13
Tieton Capital Management
Washington
$4.67M +$164K +6,483 +4%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.4M -$29.7K -1,170 -0.6%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$3.93M +$30.2K +1,189 +0.7%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.22M +$9.13K +360 +0.3%
State Street
17
State Street
Massachusetts
$3.18M +$23K +908 +0.7%
BFM
18
Boothbay Fund Management
New York
$2.78M -$1.07M -42,184 -27%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$2.54M
BHCM
20
Brevan Howard Capital Management
Jersey
$2.46M +$806K +31,795 +47%
SEI Investments
21
SEI Investments
Pennsylvania
$2.43M +$1.28M +50,268 +104%
FWTB
22
First Western Trust Bank
Colorado
$2.41M +$171K +6,752 +7%
PFO
23
PMC FIG Opportunities
Israel
$2.15M -$499K -19,677 -18%
BCM
24
Bridgeway Capital Management
Texas
$2.06M +$79.5K +3,133 +4%
Northern Trust
25
Northern Trust
Illinois
$1.42M +$62.3K +2,457 +4%