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First Western Financial

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 6771 (+4)

1% less capital invested

Capital invested by funds: $115M → $114M (-$959K)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.05% less ownership

Funds ownership: 60.99%59.94% (-1%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIM
51
MetLife Investment Management
New Jersey
$90.8K
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$89.8K
CF
53
Corebridge Financial
Texas
$78K -$1.16K -59 -1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$61.5K +$333 +17 +0.5%
PFSRSONJ
55
Police & Firemen's Retirement System of New Jersey
New Jersey
$26.4K +$26.4K +1,345 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$16.2K -$11.3K -575 -41%
Legal & General Group
57
Legal & General Group
United Kingdom
$14.1K
TRCT
58
Tower Research Capital (TRC)
New York
$13.5K -$11.2K -570 -45%
AIP
59
Ameritas Investment Partners
Nebraska
$11.6K
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$11.4K
AB
61
Amalgamated Bank
New York
$5K
Carson Wealth (CWM LLC)
62
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.75K +89 +66%
SCM
63
Sterling Capital Management
North Carolina
$2.08K -$1.82K -93 -47%
HCA
64
Harbor Capital Advisors
Illinois
$2K +$20 +1 +0.9%
Russell Investments Group
65
Russell Investments Group
United Kingdom
$1.65K
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$393 +$392 +20 New
VCM
67
Versant Capital Management
Arizona
$236
Nisa Investment Advisors
68
Nisa Investment Advisors
Missouri
$197
TWD
69
True Wealth Design
Ohio
$177 +$177 +9 New
EWA
70
EverSource Wealth Advisors
Alabama
$98 +$98 +5 New
FFA
71
Farther Finance Advisors
California
$97
KCM
72
Kennedy Capital Management
Missouri
-$2.56M -131,145 Closed
FL
73
Fourthstone LLC
Missouri
-$488K -24,972 Closed

MYFW Hedge Fund Activity: Q1 2025 in Review

71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2025, worth a combined $114M — down 0.83% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $3.85M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.84M.

  • 71 institutional investors held First Western Financial (MYFW) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $114M of First Western Financial stock for Q1 2025, down 0.83% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest First Western Financial buyer in Q1 2025 was Basswood Capital Management, an estimated $3.85M added.
  • The largest First Western Financial seller in Q1 2025 was Punch & Associates Investment Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2025.