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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
+$3.86M
2
NRCM
North Reef Capital Management
California
+$1.31M
3
BFM
Boothbay Fund Management
New York
+$650K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$439K
5
SCA
Sippican Capital Advisors
Massachusetts
+$301K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.85M
2
KCM
Kennedy Capital Management
Missouri
-$2.56M
3
WA
Wasatch Advisors
Utah
-$1.55M
4
UBS Group
UBS Group
Switzerland
-$671K
5
BlackRock
BlackRock
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
51
MetLife Investment Management
New Jersey
$90.8K – – –
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$90K – – –
CF
53
Corebridge Financial
Texas
$78.1K -$1.16K -59 -1%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$61.5K +$334 +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 +$1.6K +89 +66%
SCM
63
Sterling Capital Management
North Carolina
$2.08K -$1.83K -93 -47%
HCA
64
Harbor Capital Advisors
Illinois
$2K +$17 +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 +$393 +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
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