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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
American Century Companies
51
American Century Companies
Missouri
$324K +$321K +14,078 New
Lido Advisors
52
Lido Advisors
California
$321K +$23 +1 +0%
AQR Capital Management
53
AQR Capital Management
Connecticut
$277K +$274K +12,019 New
Jane Street
54
Jane Street
New York
$271K +$20.4K +896 +8%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$266K -$35.7K -1,564 -12%
JF
56
Jump Financial
Illinois
$205K +$203K +8,898 New
Bank of America
57
Bank of America
North Carolina
$174K -$68.1K -2,986 -28%
Deutsche Bank
58
Deutsche Bank
Germany
$173K +$172K +7,516 New
JP Morgan Chase
59
JP Morgan Chase
New York
$169K +$35.5K +1,555 +27%
Wells Fargo
60
Wells Fargo
California
$168K +$21.8K +955 +15%
UBS Group
61
UBS Group
Switzerland
$136K -$287K -12,598 -68%
MIM
62
MetLife Investment Management
New Jersey
$106K
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$91.1K -$17.3K -759 -16%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$84K -$185K -8,101 -69%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$68.2K -$4.2K -184 -6%
PFSRSONJ
66
Police & Firemen's Retirement System of New Jersey
New Jersey
$64.3K +$33.1K +1,449 +108%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$37.6K +$10.1K +441 +37%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$24.6K +$22.8K +1,000 +1,471%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$19.4K +$19.2K +841 New
Legal & General Group
70
Legal & General Group
United Kingdom
$18.6K
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$15K +$6.66K +292 +80%
TRCT
72
Tower Research Capital (TRC)
New York
$14.6K -$15.8K -693 -52%
AIP
73
Ameritas Investment Partners
Nebraska
$13.6K
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$13.3K +$23 +1 +0.2%
SCM
75
Sterling Capital Management
North Carolina
$8.68K +$4.75K +208 +123%

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.