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First Western Financial
MYFW

Overview Fund Activity

81 hedge funds and large institutions have $135M invested in First Western Financial in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
North Reef Capital Management
California
+$3.76M
2
PAIM
Punch & Associates Investment Management
Minnesota
+$2.35M
3
Marshall Wace
Marshall Wace
United Kingdom
+$2.19M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.69M
5
CCM
Colorado Capital Management
Colorado
+$897K

Top Sellers

1
RIP
Rhino Investment Partners
Pennsylvania
-$5.03M
2
WA
Wasatch Advisors
Utah
-$4.93M
3
BFC
Banc Funds Company
Illinois
-$3.29M
4
BCM
Basswood Capital Management
New York
-$302K
5
Goldman Sachs
Goldman Sachs
New York
-$296K
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$113K +5,030 +13%
CCM
29
Colorado Capital Management
Colorado
$897K +$897K +39,744 New
Millennium Management
30
Millennium Management
New York
$876K +$876K +38,824 New
Los Angeles Capital Management
31
Los Angeles Capital Management
California
$755K +$755K +33,481 New
NL
32
Nuveen LLC
North Carolina
$728K +$92.6K +4,103 +15%
Morgan Stanley
33
Morgan Stanley
New York
$631K +$155K +6,890 +33%
EF
34
Empowered Funds
Pennsylvania
$610K +$51.6K +2,288 +9%
Raymond James Financial
35
Raymond James Financial
Florida
$564K – – –
Charles Schwab
36
Charles Schwab
California
$542K +$33K +1,464 +6%
PAP
37
Persistent Asset Partners
Hong Kong
$528K +$136K +6,022 +35%
Goldman Sachs
38
Goldman Sachs
New York
$522K -$296K -13,104 -36%
Barclays
39
Barclays
United Kingdom
$519K +$124K +5,493 +31%
SO
40
STRS Ohio
Ohio
$510K -$51.9K -2,300 -9%
UBS Group
41
UBS Group
Switzerland
$417K +$97.7K +4,331 +31%
EM
42
ELCO Management
New York
$414K – – –
Bank of New York Mellon
43
Bank of New York Mellon
New York
$401K -$20.6K -911 -5%
Arrowstreet Capital
44
Arrowstreet Capital
Massachusetts
$357K +$357K +15,823 New
Lido Advisors
45
Lido Advisors
California
$314K – – –
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$296K +$9.36K +415 +3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$265K +$107K +4,722 +67%
CSS
48
Cubist Systematic Strategies
Connecticut
$245K +$245K +10,874 New
Jane Street
49
Jane Street
New York
$245K +$245K +10,853 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$244K -$11.2K -495 -4%
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