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First Western Financial

95 hedge funds and large institutions have $163M invested in First Western Financial in 2026 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

1.34% more ownership

Funds ownership: 66.75%68.09% (+1.3%)

1% more funds holding

Funds holding: 9495 (+1)

10% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 31

6% less capital invested

Capital invested by funds: $174M → $163M (-$10.4M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
95
Holders Change
+1
Holders Change %
+1.06%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
34
Reduced
31
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$296K +$29.9K +1,178 +11%
Two Sigma Investments
52
Two Sigma Investments
New York
$291K -$480K -18,919 -62%
TI
53
Trexquant Investment
Connecticut
$279K -$266K -10,483 -48%
Barclays
54
Barclays
United Kingdom
$263K -$281K -11,096 -51%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$247K +$1.85K +73 +0.7%
CIA
56
Concurrent Investment Advisors
Florida
$230K +$238K +9,373 New
Arrowstreet Capital
57
Arrowstreet Capital
Massachusetts
$207K -$42.7K -1,683 -17%
Deutsche Bank
58
Deutsche Bank
Germany
$177K -$8.07K -318 -4%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$166K -$244K -9,639 -59%
MIM
60
MetLife Investment Management
New Jersey
$114K
Wells Fargo
61
Wells Fargo
California
$102K -$164K -6,469 -61%
Mirae Asset Global ETFs Holdings
62
Mirae Asset Global ETFs Holdings
Hong Kong
$96.6K +$2.59K +102 +3%
JP Morgan Chase
63
JP Morgan Chase
New York
$83.4K -$20.6K -813 -19%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$73.2K -$9.01K -355 -11%
PFSRSONJ
65
Police & Firemen's Retirement System of New Jersey
New Jersey
$68.7K
VGA
66
Vanguard Global Advisers
Pennsylvania
$66.1K +$68.2K +2,689 New
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$43K -$1.88K -74 -4%
TRCT
68
Tower Research Capital (TRC)
New York
$28.7K +$19K +750 +180%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$26.3K
Russell Investments Group
70
Russell Investments Group
United Kingdom
$20.7K
Legal & General Group
71
Legal & General Group
United Kingdom
$18.5K -$1.5K -59 -7%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$17.7K +$812 +32 +5%
SOADOR
73
State of Alaska Department of Revenue
Alaska
$17K +$5.58K +220 +46%
AIP
74
Ameritas Investment Partners
Nebraska
$14.6K
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$11K -$1.55K -61 -12%