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First Western Financial
MYFW

Overview Fund Activity

67 hedge funds and large institutions have $115M invested in First Western Financial in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
-4
Holders Change %
-5.63%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
34
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RIP
1
Rhino Investment Partners
Pennsylvania
$4.54M
2
MCA
2
Mendon Capital Advisors
Florida
$5.04M
3
CRC
3
Curi RMB Capital
Illinois
$3.84M
4
JAM
4
Jacobs Asset Management
New York
$6.1M
5
RHCA
5
Rosenthal Henry Capital Advisors
Indiana
$1.16M

Top Sellers

1
SVBP
1
Strategic Value Bank Partners
Ohio
$0
2
WA
2
Wasatch Advisors
Utah
$6.45M
3
FCM
3
FJ Capital Management
Virginia
$0
4
BFC
4
Banc Funds Company
Illinois
$12.4M
5
CAM
5
Cresset Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
26
Biltmore Family Office
North Carolina
$886K +$886K +45,316 New
JPMorgan Chase & Co
27
JPMorgan Chase & Co
New York
$582K +$314K +16,078 +118%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$550K – – –
SO
29
STRS Ohio
Ohio
$518K – – –
Raymond James Financial
30
Raymond James Financial
Florida
$489K +$489K +25,000 New
FL
31
Fourthstone LLC
Missouri
$488K +$488K +24,972 New
SCA
32
Sippican Capital Advisors
Massachusetts
$484K +$218K +11,145 +82%
EF
33
Empowered Funds
Pennsylvania
$448K +$21.1K +1,080 +5%
Charles Schwab
34
Charles Schwab
California
$441K – – –
Barclays
35
Barclays
United Kingdom
$427K +$82.7K +4,225 +24%
Morgan Stanley
36
Morgan Stanley
New York
$417K -$32.1K -1,642 -7%
EM
37
ELCO Management
New York
$367K +$117K +5,971 +47%
Acadian Asset Management
38
Acadian Asset Management
Massachusetts
$356K +$245K +12,554 +221%
PFO
39
PMC FIG Opportunities
Israel
$344K +$40.1K +2,050 +13%
Citadel Advisors
40
Citadel Advisors
Florida
$338K +$32.8K +1,678 +11%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$325K – – –
PAP
42
Persistent Asset Partners
Hong Kong
$307K +$307K +14,538 New
Bank of America
43
Bank of America
North Carolina
$296K +$85.7K +4,383 +41%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$285K +$13.6K +696 +5%
Lido Advisors
45
Lido Advisors
California
$272K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$247K +$21.3K +1,090 +9%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$148K +$3.32K +170 +2%
Citigroup
48
Citigroup
New York
$126K +$8.39K +429 +7%
Wells Fargo
49
Wells Fargo
California
$115K +$21.7K +1,110 +23%
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$92.2K +$7.39K +378 +9%
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