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First Western Financial

93 hedge funds and large institutions have $174M invested in First Western Financial in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$3.15M
2 +$1.63M
3 +$1.62M
4
SEI Investments
SEI Investments
Pennsylvania
+$1.16M
5
LCS
Levin Capital Strategies
New York
+$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$377K
Los Angeles Capital Management
52
Los Angeles Capital Management
California
$371K
AQR Capital Management
53
AQR Capital Management
Connecticut
$354K
Lido Advisors
54
Lido Advisors
California
$321K
Bank of America
55
Bank of America
North Carolina
$292K
Wells Fargo
56
Wells Fargo
California
$284K
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$271K
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$267K
Citadel Advisors
59
Citadel Advisors
Florida
$210K
RS
60
R Squared
Hong Kong
$208K
Deutsche Bank
61
Deutsche Bank
Germany
$202K
UBS Group
62
UBS Group
Switzerland
$145K
MIM
63
MetLife Investment Management
New Jersey
$124K
JP Morgan Chase
64
JP Morgan Chase
New York
$112K
Mirae Asset Global ETFs Holdings
65
Mirae Asset Global ETFs Holdings
Hong Kong
$103K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$89.4K
PFSRSONJ
67
Police & Firemen's Retirement System of New Jersey
New Jersey
$74.9K
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$48.9K
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$28.6K
Russell Investments Group
70
Russell Investments Group
United Kingdom
$22.5K
Legal & General Group
71
Legal & General Group
United Kingdom
$21.7K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$18K
AIP
73
Ameritas Investment Partners
Nebraska
$15.9K
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$13.6K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$13K