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First Western Financial
MYFW

82 hedge funds and large institutions have $135M invested in First Western Financial in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

94% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 18

19% more capital invested

Capital invested by funds: $114M → $135M (+$21.2M)

15% more funds holding

Funds holding: 71 → 82 (+11)

1.85% more ownership

Funds ownership: 59.94% → 61.79% (+1.9%)

Holders
82
Holders Change
+11
Holders Change %
+15.49%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
35
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NRCM
North Reef Capital Management
California
+$3.44M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$2.15M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.01M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.54M
5
CCM
Colorado Capital Management
Colorado
+$820K

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$4.93M
2
RIP
Rhino Investment Partners
Pennsylvania
-$4.6M
3
BFC
Banc Funds Company
Illinois
-$3.01M
4
BCM
Basswood Capital Management
New York
-$276K
5
Goldman Sachs
Goldman Sachs
New York
-$271K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCIA
26
Cherry Creek Investment Advisors
Colorado
$1.17M – – –
BFO
27
Biltmore Family Office
North Carolina
$1.02M – – –
SCA
28
Sippican Capital Advisors
Massachusetts
$1.02M +$104K +5,030 +13%
CCM
29
Colorado Capital Management
Colorado
$897K +$820K +39,744 New
Millennium Management
30
Millennium Management
New York
$876K +$802K +38,824 New
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$755K +$691K +33,481 New
N
32
Nuveen
North Carolina
$728K +$84.7K +4,103 +15%
Morgan Stanley
33
Morgan Stanley
New York
$631K +$142K +6,890 +33%
EF
34
Empowered Funds
Pennsylvania
$610K +$47.2K +2,288 +9%
Raymond James Financial
35
Raymond James Financial
Florida
$564K – – –
Charles Schwab
36
Charles Schwab
California
$542K +$30.2K +1,464 +6%
PAP
37
Persistent Asset Partners
Hong Kong
$528K +$124K +6,022 +35%
Goldman Sachs
38
Goldman Sachs
New York
$522K -$271K -13,104 -36%
Barclays
39
Barclays
United Kingdom
$518K +$113K +5,493 +31%
SO
40
STRS Ohio
Ohio
$510K -$47.5K -2,300 -9%
UBS Group
41
UBS Group
Switzerland
$417K +$89.4K +4,331 +31%
EM
42
ELCO Management
New York
$414K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$401K -$18.8K -911 -5%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$357K +$327K +15,823 New
Lido Advisors
45
Lido Advisors
California
$314K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$296K +$8.57K +415 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$265K +$97.5K +4,722 +67%
CSS
48
Cubist Systematic Strategies
Connecticut
$245K +$224K +10,874 New
Jane Street
49
Jane Street
New York
$245K +$224K +10,853 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$244K -$10.2K -495 -4%
1
2
3 4

MYFW Hedge Fund Activity: Q2 2025 in Review

82 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2025, worth a combined $135M — up 19% from $114M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MYFW positions and 4 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.

The largest buyer was North Reef Capital Management, adding an estimated $3.44M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.93M sold.

  • 82 institutional investors held First Western Financial (MYFW) as of Q2 2025, up from 71 in Q1 2025.
  • Funds reported $135M of First Western Financial stock for Q2 2025, up 19% quarter-over-quarter.
  • 15 funds opened new First Western Financial positions in Q2 2025 and 4 closed out, a net change of +11 holders.
  • The largest First Western Financial buyer in Q2 2025 was North Reef Capital Management, an estimated $3.44M added.
  • The largest First Western Financial seller in Q2 2025 was Wasatch Advisors, an estimated $4.93M sold.

Based on aggregated 13F filings for Q2 2025.