We are live on ! Find out more
MYFW icon

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
Citigroup
76
Citigroup
New York
$9.88K +$5.43K +214 +114%
SCM
77
Sterling Capital Management
North Carolina
$4.84K -$3.32K -131 -40%
HCA
78
Harbor Capital Advisors
Illinois
$4K +$1.01K +40 +33%
EP
79
Essential Partners
California
$3.93K
GI
80
GAMMA Investing
California
$2.73K +$482 +19 +21%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$2K -$9.05K -357 -80%
Optiver Holding
82
Optiver Holding
Netherlands
$1.92K -$1.62K -64 -45%
EWA
83
EverSource Wealth Advisors
Alabama
$1.23K +$51 +2 +4%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$492 -$76 -3 -13%
AF
85
Allworth Financial
California
$418 +$228 +9 +113%
VCM
86
Versant Capital Management
Arizona
$295
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$246
TWD
88
True Wealth Design
Ohio
$222
IA
89
IFP Advisors
Florida
$221
FFA
90
Farther Finance Advisors
California
$150 +$25 +1 +20%
MCM
91
MAI Capital Management
Ohio
$123 +$25 +1 +25%
BWA
92
Basecamp Wealth Advisors
Washington
$123 +$127 +5 New
RFP
93
Root Financial Partners
California
$98 +$101 +4 New
RIL
94
Rothschild Investment LLC
Illinois
$74 +$76 +3 New
SS
95
Sunbelt Securities
Texas
$25
Marshall Wace
96
Marshall Wace
United Kingdom
-$1.28M -47,873 Closed
LCS
97
Levin Capital Strategies
New York
-$1.16M -43,432 Closed
PCM
98
Permanent Capital Management
Illinois
-$563K -21,000 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$210K -7,851 Closed
RS
100
R Squared
Hong Kong
-$208K -7,743 Closed