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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
Citigroup
76
Citigroup
New York
$7.48K -$60.4K -2,647 -89%
AB
77
Amalgamated Bank
New York
$6K
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$4.83K +$4.79K +210 New
EP
79
Essential Partners
California
$3.71K +$3.4K +149 +1,242%
Optiver Holding
80
Optiver Holding
Netherlands
$3.27K +$3.24K +142 New
HCA
81
Harbor Capital Advisors
Illinois
$3K +$114 +5 +4%
AAP
82
Arax Advisory Partners
Colorado
$2.81K +$2.78K +122 New
GI
83
GAMMA Investing
California
$2.12K
EWA
84
EverSource Wealth Advisors
Alabama
$1.06K -$114 -5 -10%
C
85
Covestor
United Kingdom
$1K +$548 +24 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$461
VCM
87
Versant Capital Management
Arizona
$276
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$230
IA
89
IFP Advisors
Florida
$230 +$228 +10 New
AF
90
Allworth Financial
California
$185
TWD
91
True Wealth Design
Ohio
$185 +$91 +4 +100%
FFA
92
Farther Finance Advisors
California
$115
BCM
93
Basswood Capital Management
New York
-$4.13M -183,108 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$1.33M -58,941 Closed
CCM
95
Colorado Capital Management
Colorado
-$897K -39,744 Closed
Millennium Management
96
Millennium Management
New York
-$876K -38,824 Closed
CSS
97
Cubist Systematic Strategies
Connecticut
-$245K -10,874 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
-$244K -10,804 Closed
QC
99
Quadrature Capital
United Kingdom
-$219K -9,682 Closed
RIP
100
Rhino Investment Partners
Pennsylvania
-$63.4K -2,809 Closed

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.