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First Western Financial

57 hedge funds and large institutions have $80.3M invested in First Western Financial in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 17 reducing their positions, and 7 closing their positions.

Holders
57
Holders Change
-3
Holders Change %
-5%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
20
Reduced
17
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$365K 25,000
Bank of New York Mellon
27
Bank of New York Mellon
New York
$327K 22,449 -811 -3%
EF
28
Empowered Funds
Pennsylvania
$325K 22,304 +1,575 +8%
Invesco
29
Invesco
Georgia
$320K 21,977 +21,977 New
Goldman Sachs
30
Goldman Sachs
New York
$306K 21,014 +21,014 New
Charles Schwab
31
Charles Schwab
California
$306K 20,962
Lido Advisors
32
Lido Advisors
California
$203K 13,924
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$179K 12,299 +278 +2%
Morgan Stanley
34
Morgan Stanley
New York
$158K 10,855 -20,211 -65%
Two Sigma Advisers
35
Two Sigma Advisers
New York
$155K 10,600
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$154K 10,564 +1,875 +22%
Barclays
37
Barclays
United Kingdom
$135K 9,270 -4,188 -31%
Bank of America
38
Bank of America
North Carolina
$134K 9,223 -5,954 -39%
UBS Group
39
UBS Group
Switzerland
$116K 7,975 +81 +1%
Deutsche Bank
40
Deutsche Bank
Germany
$105K 7,201 +640 +10%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$99K 6,780 -2,165 -24%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$81K 5,569
Wells Fargo
43
Wells Fargo
California
$64.6K 4,429 +364 +9%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$57.9K 3,968 +1,599 +67%
AIG
45
American International Group
New York
$57.6K 3,950 -34 -0.9%
Acadian Asset Management
46
Acadian Asset Management
Massachusetts
$56K 3,867
TRCT
47
Tower Research Capital (TRC)
New York
$32.6K 2,239 +1,717 +329%
Citigroup
48
Citigroup
New York
$22.6K 1,548 +298 +24%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$11.8K 806 -513 -39%
Legal & General Group
50
Legal & General Group
United Kingdom
$9.62K 660