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First Western Financial

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

6% more funds holding

Funds holding: 6771 (+4)

1% less capital invested

Capital invested by funds: $115M → $114M (-$959K)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

1.05% less ownership

Funds ownership: 60.99%59.94% (-1%)

Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
23
Reduced
24
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$12.5M
BlackRock
2
BlackRock
New York
$10.2M -$571K -29,127 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.89M -$37.2K -1,895 -0.5%
NRCM
4
North Reef Capital Management
California
$7.45M +$1.31M +66,755 +21%
AllianceBernstein
5
AllianceBernstein
Tennessee
$7.26M +$294K +14,993 +4%
JAM
6
Jacobs Asset Management
New York
$6.39M +$256K +13,053 +4%
MCA
7
Mendon Capital Advisors
Florida
$5.05M -$7.67K -391 -0.2%
WA
8
Wasatch Advisors
Utah
$4.93M -$1.55M -79,133 -24%
RIP
9
Rhino Investment Partners
Pennsylvania
$4.44M -$127K -6,479 -3%
PAIM
10
Punch & Associates Investment Management
Minnesota
$4.14M -$2.84M -145,000 -41%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.96M +$169K +8,640 +4%
CRC
12
Curi RMB Capital
Illinois
$3.86M
BCM
13
Basswood Capital Management
New York
$3.86M +$3.85M +196,498 New
TCM
14
Tieton Capital Management
Washington
$3.55M -$79.2K -4,036 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.44M +$66.1K +3,371 +2%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$3.12M +$71.9K +3,666 +2%
FWTB
17
First Western Trust Bank
Colorado
$2.2M +$9.71K +495 +0.4%
State Street
18
State Street
Massachusetts
$2.13M +$9.81K +500 +0.5%
BFM
19
Boothbay Fund Management
New York
$1.84M +$649K +33,091 +55%
BCM
20
Bridgeway Capital Management
Texas
$1.58M +$266K +13,555 +20%
Northern Trust
21
Northern Trust
Illinois
$1.2M -$56K -2,858 -4%
RHCA
22
Rosenthal Henry Capital Advisors
Indiana
$1.1M -$63.9K -3,258 -5%
CCIA
23
Cherry Creek Investment Advisors
Colorado
$1.02M
BFO
24
Biltmore Family Office
North Carolina
$890K
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$796K +$439K +22,382 +123%

MYFW Hedge Fund Activity: Q1 2025 in Review

71 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in First Western Financial (MYFW) for Q1 2025, worth a combined $114M — down 0.83% from $115M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MYFW positions and 2 closed out — a net gain of 4 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $3.85M. The largest seller was Punch & Associates Investment Management, cutting an estimated $2.84M.

  • 71 institutional investors held First Western Financial (MYFW) as of Q1 2025, up from 67 in Q4 2024.
  • Funds reported $114M of First Western Financial stock for Q1 2025, down 0.83% quarter-over-quarter.
  • 6 funds opened new First Western Financial positions in Q1 2025 and 2 closed out, a net change of +4 holders.
  • The largest First Western Financial buyer in Q1 2025 was Basswood Capital Management, an estimated $3.85M added.
  • The largest First Western Financial seller in Q1 2025 was Punch & Associates Investment Management, an estimated $2.84M sold.

Based on aggregated 13F filings for Q1 2025.