We are live on ! Find out more
MYFW icon

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
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$1.35M
CCIA
27
Cherry Creek Investment Advisors
Colorado
$1.28M
VFT
28
Vanguard Fiduciary Trust
Pennsylvania
$1.26M +$1.3M +51,130 New
VPM
29
Vanguard Portfolio Management
Pennsylvania
$1.19M +$1.23M +48,518 New
RRA
30
Round Rock Advisors
Connecticut
$1.17M +$161K +6,350 +15%
SCA
31
Sippican Capital Advisors
Massachusetts
$1.14M -$34.2K -1,350 -3%
BFO
32
Biltmore Family Office
North Carolina
$1.11M
EF
33
Empowered Funds
Pennsylvania
$896K +$79.5K +3,133 +9%
PAP
34
Persistent Asset Partners
Hong Kong
$849K -$79.6K -3,139 -8%
Goldman Sachs
35
Goldman Sachs
New York
$830K +$149K +5,885 +21%
SIM
36
SummerHaven Investment Management
Connecticut
$771K -$106K -4,167 -12%
UBS Group
37
UBS Group
Switzerland
$709K +$595K +23,443 +433%
First Trust Advisors
38
First Trust Advisors
Illinois
$686K -$5.63K -222 -0.8%
Morgan Stanley
39
Morgan Stanley
New York
$674K -$201K -7,907 -22%
Raymond James Financial
40
Raymond James Financial
Florida
$615K
N
41
Nuveen
North Carolina
$597K +$4.34K +171 +0.7%
SO
42
STRS Ohio
Ohio
$531K
Charles Schwab
43
Charles Schwab
California
$509K -$48.6K -1,918 -8%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$471K -$30.5K -1,202 -6%
Ameriprise
45
Ameriprise
Minnesota
$467K
Renaissance Technologies
46
Renaissance Technologies
New York
$445K -$576K -22,700 -56%
EM
47
ELCO Management
New York
$362K
American Century Companies
48
American Century Companies
Missouri
$346K
AQR Capital Management
49
AQR Capital Management
Connecticut
$346K +$21.4K +844 +6%
Lido Advisors
50
Lido Advisors
California
$321K -$21.5K -846 -6%