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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
+$3.86M
2
NRCM
North Reef Capital Management
California
+$1.31M
3
BFM
Boothbay Fund Management
New York
+$650K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$439K
5
SCA
Sippican Capital Advisors
Massachusetts
+$301K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.85M
2
KCM
Kennedy Capital Management
Missouri
-$2.56M
3
WA
Wasatch Advisors
Utah
-$1.55M
4
UBS Group
UBS Group
Switzerland
-$671K
5
BlackRock
BlackRock
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Sippican Capital Advisors
Massachusetts
$787K +$301K +15,325 +62%
Goldman Sachs
27
Goldman Sachs
New York
$712K -$239K -12,152 -25%
PFO
28
PMC FIG Opportunities
Israel
$571K +$226K +11,489 +65%
NL
29
Nuveen LLC
North Carolina
$553K +$553K +28,148 New
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 -$4.95K -252 -1%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$367K +$40.2K +2,047 +12%
EM
37
ELCO Management
New York
$361K -$7.68K -391 -2%
Barclays
38
Barclays
United Kingdom
$343K -$85.3K -4,344 -20%
PAP
39
Persistent Asset Partners
Hong Kong
$342K +$55.9K +2,846 +20%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$300K -$284K -14,467 -49%
UBS Group
41
UBS Group
Switzerland
$278K -$671K -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 -$80.3K -4,089 -27%
HSBC Holdings
46
HSBC Holdings
United Kingdom
$201K -$74.7K -3,962 -27%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$137K -$11.4K -584 -8%
Wells Fargo
48
Wells Fargo
California
$118K +$1.99K +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 +$4.6K +234 +5%
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