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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 %
CCIA
26
Cherry Creek Investment Advisors
Colorado
$1.17M 51,939 – –
BFO
27
Biltmore Family Office
North Carolina
$1.02M 45,316 – –
SCA
28
Sippican Capital Advisors
Massachusetts
$1.02M 45,100 +5,030 +13%
CCM
29
Colorado Capital Management
Colorado
$897K 39,744 +39,744 New
Millennium Management
30
Millennium Management
New York
$876K 38,824 +38,824 New
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$755K 33,481 +33,481 New
NL
32
Nuveen LLC
North Carolina
$728K 32,251 +4,103 +15%
Morgan Stanley
33
Morgan Stanley
New York
$631K 27,974 +6,890 +33%
EF
34
Empowered Funds
Pennsylvania
$610K 27,051 +2,288 +9%
Raymond James Financial
35
Raymond James Financial
Florida
$564K 25,000 – –
Charles Schwab
36
Charles Schwab
California
$542K 24,018 +1,464 +6%
PAP
37
Persistent Asset Partners
Hong Kong
$528K 23,406 +6,022 +35%
Goldman Sachs
38
Goldman Sachs
New York
$522K 23,153 -13,104 -36%
Barclays
39
Barclays
United Kingdom
$519K 22,957 +5,493 +31%
SO
40
STRS Ohio
Ohio
$510K 22,600 -2,300 -9%
UBS Group
41
UBS Group
Switzerland
$417K 18,491 +4,331 +31%
EM
42
ELCO Management
New York
$414K 18,372 – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$401K 17,753 -911 -5%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$357K 15,823 +15,823 New
Lido Advisors
45
Lido Advisors
California
$314K 13,924 – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$296K 13,112 +415 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$265K 11,723 +4,722 +67%
CSS
48
Cubist Systematic Strategies
Connecticut
$245K 10,874 +10,874 New
Jane Street
49
Jane Street
New York
$245K 10,853 +10,853 New
Bank of America
50
Bank of America
North Carolina
$238K 10,533 -537 -5%
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