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First Western Financial
MYFW

Overview Fund Activity

80 hedge funds and large institutions have $135M invested in First Western Financial in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+9
Holders Change %
+12.68%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
1
North Reef Capital Management
California
$12.3M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$7.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$2.19M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$1.69M
5
CCM
5
Colorado Capital Management
Colorado
$897K

Top Sellers

1
RIP
1
Rhino Investment Partners
Pennsylvania
$63.4K
2
WA
2
Wasatch Advisors
Utah
$0
3
BFC
3
Banc Funds Company
Illinois
$11.1M
4
BCM
4
Basswood Capital Management
New York
$4.13M
5
Goldman Sachs
5
Goldman Sachs
New York
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
NRCM
1
North Reef Capital Management
California
$12.3M 545,722 +166,544 +44%
BlackRock
2
BlackRock
New York
$11.5M 508,395 -10,510 -2%
BFC
3
Banc Funds Company
Illinois
$11.1M 490,521 -145,656 -23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.78M 433,452 +31,962 +8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$8.06M 357,464 -12,100 -3%
JAM
6
Jacobs Asset Management
New York
$7.67M 340,000 +14,823 +5%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.1M 314,737 +104,262 +50%
MCA
8
Mendon Capital Advisors
Florida
$6.33M 280,524 +23,317 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.35M 237,347 +36,026 +18%
CRC
10
Curi RMB Capital
Illinois
$4.45M 197,056 +400 +0.2%
BCM
11
Basswood Capital Management
New York
$4.13M 183,108 -13,390 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.1M 181,708 +6,431 +4%
TCM
13
Tieton Capital Management
Washington
$4.05M 179,341 -1,235 -0.7%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$3.55M 157,414 -1,130 -0.7%
State Street
15
State Street
Massachusetts
$2.79M 123,866 +15,453 +14%
FWTB
16
First Western Trust Bank
Colorado
$2.54M 112,665 +495 +0.4%
BFM
17
Boothbay Fund Management
New York
$2.23M 98,717 +5,165 +6%
Marshall Wace
18
Marshall Wace
United Kingdom
$2.19M 97,234 +97,234 New
BCM
19
Bridgeway Capital Management
Texas
$1.86M 82,533 +2,288 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.69M 74,800 +74,800 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.62M 71,638 +31,012 +76%
PFO
22
PMC FIG Opportunities
Israel
$1.53M 67,877 +38,813 +134%
Northern Trust
23
Northern Trust
Illinois
$1.39M 61,760 +673 +1%
Citadel Advisors
24
Citadel Advisors
Florida
$1.33M 58,941 +36,247 +160%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$1.25M 55,276 -911 -2%
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