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First Western Financial

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 6771 (+4)

1% less capital invested

Capital invested by funds: $115M → $114M (-$959K)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.05% less ownership

Funds ownership: 60.99%59.94% (-1%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Sippican Capital Advisors
Massachusetts
$787K +$301K +15,325 +62%
Goldman Sachs
27
Goldman Sachs
New York
$712K -$238K -12,152 -25%
PFO
28
PMC FIG Opportunities
Israel
$571K +$225K +11,489 +65%
N
29
Nuveen
North Carolina
$553K
Raymond James Financial
30
Raymond James Financial
Florida
$491K
SO
31
STRS Ohio
Ohio
$489K -$31.4K -1,600 -6%
EF
32
Empowered Funds
Pennsylvania
$487K +$35.8K +1,824 +8%
Citadel Advisors
33
Citadel Advisors
Florida
$446K +$106K +5,398 +31%
Charles Schwab
34
Charles Schwab
California
$443K
Morgan Stanley
35
Morgan Stanley
New York
$414K -$4.94K -252 -1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$367K +$40.1K +2,047 +12%
EM
37
ELCO Management
New York
$361K -$7.67K -391 -2%
Barclays
38
Barclays
United Kingdom
$343K -$85.2K -4,344 -20%
PAP
39
Persistent Asset Partners
Hong Kong
$342K +$55.8K +2,846 +20%
JP Morgan Chase
40
JP Morgan Chase
New York
$300K -$284K -14,467 -49%
UBS Group
41
UBS Group
Switzerland
$278K -$669K -34,135 -71%
Lido Advisors
42
Lido Advisors
California
$274K
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$249K +$1.45K +74 +0.6%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$222K +$222K +11,299 New
Bank of America
45
Bank of America
North Carolina
$218K -$80.2K -4,089 -27%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$201K -$77.7K -3,962 -27%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$137K -$11.5K -584 -8%
Wells Fargo
48
Wells Fargo
California
$118K +$1.98K +101 +2%
Citigroup
49
Citigroup
New York
$114K -$12.8K -653 -10%
Mirae Asset Global ETFs Holdings
50
Mirae Asset Global ETFs Holdings
Hong Kong
$97.3K +$4.59K +234 +5%

MYFW Hedge Fund Activity: Q1 2025 in Review

71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2025, worth a combined $114M — down 0.83% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $3.85M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.84M.

  • 71 institutional investors held First Western Financial (MYFW) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $114M of First Western Financial stock for Q1 2025, down 0.83% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest First Western Financial buyer in Q1 2025 was Basswood Capital Management, an estimated $3.85M added.
  • The largest First Western Financial seller in Q1 2025 was Punch & Associates Investment Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2025.