First Western Financial
MYFW
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.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
12% more funds holding
Funds holding: 82 → 92 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AU
Algebris (UK)
London,
United Kingdom
|
+$7.2M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.98M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.53M |
| 4 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$1.65M |
| 5 |
BFM
Boothbay Fund Management
New York
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$4.13M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.6M |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 5 |
CCM
Colorado Capital Management
Boulder,
Colorado
|
-$897K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PD
101
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$1.8K | -80 | Closed |
|
102
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$699 | -31 | 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.