First Western Financial
MYFW
94 hedge funds and large institutions have $174M invested in First Western Financial in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
19% more capital invested
Capital invested by funds: $146M → $174M (+$27.9M)
2% more funds holding
Funds holding: 92 → 94 (+2)
1.93% more ownership
Funds ownership: 64.82% → 66.75% (+1.9%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$3.15M |
| 2 |
BHCM
Brevan Howard Capital Management
St. Helier,
Jersey
|
+$1.63M |
| 3 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$1.62M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$1.16M |
| 5 |
LCS
Levin Capital Strategies
New York
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.63M |
| 2 |
JAM
Jacobs Asset Management
New York
|
-$1.13M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
-$967K |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$905K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$895K |
MYFW Hedge Fund Activity: Q4 2025 in Review
94 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q4 2025, worth a combined $174M — up 19% from $146M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MYFW positions and 7 closed out — a net gain of 2 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $3.15M. The largest seller was Banc Funds Company, cutting an estimated $1.63M.
- 94 institutional investors held First Western Financial (MYFW) as of Q4 2025, up from 92 in Q3 2025.
- Funds reported $174M of First Western Financial stock for Q4 2025, up 19% quarter-over-quarter.
- 9 funds opened new First Western Financial positions in Q4 2025 and 7 closed out, a net change of +2 holders.
- The largest First Western Financial buyer in Q4 2025 was Wellington Management Group, an estimated $3.15M added.
- The largest First Western Financial seller in Q4 2025 was Banc Funds Company, an estimated $1.63M sold.
Based on aggregated 13F filings for Q4 2025.