We are live on ! Find out more
MYFW icon

First Western Financial

92 hedge funds and large institutions have $146M invested in First Western Financial in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

12% more funds holding

Funds holding: 8292 (+10)

8% more capital invested

Capital invested by funds: $135M → $146M (+$10.4M)

3.03% more ownership

Funds ownership: 61.79%64.82% (+3%)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
28
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RHCA
26
Rosenthal Henry Capital Advisors
Indiana
$1.27M -$3.72K -163 -0.3%
CCIA
27
Cherry Creek Investment Advisors
Colorado
$1.2M
SCA
28
Sippican Capital Advisors
Massachusetts
$1.1M +$62.2K +2,725 +6%
BFO
29
Biltmore Family Office
North Carolina
$1.04M
Victory Capital Management
30
Victory Capital Management
Texas
$905K +$897K +39,320 New
Two Sigma Investments
31
Two Sigma Investments
New York
$897K +$889K +38,966 New
PAP
32
Persistent Asset Partners
Hong Kong
$889K +$347K +15,201 +65%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
$883K +$49K +2,146 New
Morgan Stanley
34
Morgan Stanley
New York
$836K +$190K +8,346 +30%
SIM
35
SummerHaven Investment Management
Connecticut
$819K +$811K +35,552 New
EF
36
Empowered Funds
Pennsylvania
$699K +$75.9K +3,325 +12%
First Trust Advisors
37
First Trust Advisors
Illinois
$670K +$664K +29,081 New
Goldman Sachs
38
Goldman Sachs
New York
$602K +$68.6K +3,006 +13%
Raymond James Financial
39
Raymond James Financial
Florida
$576K
N
40
Nuveen
North Carolina
$555K -$186K -8,150 -25%
Charles Schwab
41
Charles Schwab
California
$553K
SO
42
STRS Ohio
Ohio
$520K
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$476K -$293K -12,819 -38%
Barclays
44
Barclays
United Kingdom
$473K -$55.1K -2,413 -11%
Ameriprise
45
Ameriprise
Minnesota
$437K +$434K +19,000 New
Bank of New York Mellon
46
Bank of New York Mellon
New York
$436K +$27.5K +1,203 +7%
RRA
47
Round Rock Advisors
Connecticut
$413K +$416K +18,210 New
TI
48
Trexquant Investment
Connecticut
$368K +$157K +6,894 +76%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$344K -$19.8K -868 -5%
EM
50
ELCO Management
New York
$340K -$82.7K -3,626 -20%

MYFW Hedge Fund Activity: Q3 2025 in Review

92 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q3 2025, worth a combined $146M — up 7.7% from $135M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MYFW positions and 10 closed out — a net gain of 10 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Algebris (UK), opening a new position worth an estimated $7.2M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $4.13M sold.

  • 92 institutional investors held First Western Financial (MYFW) as of Q3 2025, up from 82 in Q2 2025.
  • Funds reported $146M of First Western Financial stock for Q3 2025, up 7.7% quarter-over-quarter.
  • 20 funds opened new First Western Financial positions in Q3 2025 and 10 closed out, a net change of +10 holders.
  • The largest First Western Financial buyer in Q3 2025 was Algebris (UK), an estimated $7.2M added.
  • The largest First Western Financial seller in Q3 2025 was Basswood Capital Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q3 2025.