First Western Financial
MYFW
82 hedge funds and large institutions have $135M invested in First Western Financial in 2025 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
94% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 18
19% more capital invested
Capital invested by funds: $114M → $135M (+$21.2M)
15% more funds holding
Funds holding: 71 → 82 (+11)
1.85% more ownership
Funds ownership: 59.94% → 61.79% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$3.44M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.15M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$2.01M |
| 4 |
Renaissance Technologies
New York
|
+$1.54M |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
+$820K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$4.93M |
| 2 |
RIP
Rhino Investment Partners
West Conshohocken,
Pennsylvania
|
-$4.6M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$3.01M |
| 4 |
BCM
Basswood Capital Management
New York
|
-$276K |
| 5 |
Goldman Sachs
New York
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $451 | – | – | – |
|
|
VCM
77
Versant Capital Management
Phoenix,
Arizona
| $271 | – | – | – |
|
|
EP
78
Essential Partners
Rancho Santa Fe,
California
| $271 | +$248 | +12 | New |
|
|
IA
79
IFP Advisors
Tampa,
Florida
| $249 | – | – | – |
|
80
Nisa Investment Advisors
St. Louis,
Missouri
| $226 | – | – | – |
|
|
AF
81
Allworth Financial
Folsom,
California
| $181 | +$165 | +8 | New |
|
|
FFA
82
Farther Finance Advisors
San Francisco,
California
| $113 | – | – | – |
|
|
TWD
83
True Wealth Design
Akron,
Ohio
| $91 | -$103 | -5 | -56% |
|
|
WA
84
Wasatch Advisors
Salt Lake City,
Utah
| – | -$4.93M | -250,684 | Closed |
|
85
HSBC Holdings
London,
United Kingdom
| – | -$201K | -10,657 | Closed |
|
|
CF
86
Corebridge Financial
Houston,
Texas
| – | -$78K | -3,972 | Closed |
|
87
Russell Investments Group
London,
United Kingdom
| – | -$1.65K | -84 | Closed |
|
MYFW Hedge Fund Activity: Q2 2025 in Review
82 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q2 2025, worth a combined $135M — up 19% from $114M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MYFW positions and 4 closed out — a net gain of 11 holders — while 35 added to existing stakes and 18 trimmed.
The largest buyer was North Reef Capital Management, adding an estimated $3.44M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $4.93M sold.
- 82 institutional investors held First Western Financial (MYFW) as of Q2 2025, up from 71 in Q1 2025.
- Funds reported $135M of First Western Financial stock for Q2 2025, up 19% quarter-over-quarter.
- 15 funds opened new First Western Financial positions in Q2 2025 and 4 closed out, a net change of +11 holders.
- The largest First Western Financial buyer in Q2 2025 was North Reef Capital Management, an estimated $3.44M added.
- The largest First Western Financial seller in Q2 2025 was Wasatch Advisors, an estimated $4.93M sold.
Based on aggregated 13F filings for Q2 2025.