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First Western Financial
MYFW

Overview Fund Activity

71 hedge funds and large institutions have $114M invested in First Western Financial in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
23
Reduced
24
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
+$3.86M
2
NRCM
North Reef Capital Management
California
+$1.31M
3
BFM
Boothbay Fund Management
New York
+$650K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$439K
5
SCA
Sippican Capital Advisors
Massachusetts
+$301K

Top Sellers

1
PAIM
Punch & Associates Investment Management
Minnesota
-$2.85M
2
KCM
Kennedy Capital Management
Missouri
-$2.56M
3
WA
Wasatch Advisors
Utah
-$1.55M
4
UBS Group
UBS Group
Switzerland
-$671K
5
BlackRock
BlackRock
New York
-$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
BFC
1
Banc Funds Company
Illinois
$12.5M – – –
BlackRock
2
BlackRock
New York
$10.2M -$572K -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 +$295K +14,993 +4%
JAM
6
Jacobs Asset Management
New York
$6.39M +$256K +13,053 +4%
MCA
7
Mendon Capital Advisors
Florida
$5.05M -$7.68K -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 -$2.85M -145,000 -41%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$3.96M +$170K +8,640 +4%
CRC
12
Curi RMB Capital
Illinois
$3.86M – – –
BCM
13
Basswood Capital Management
New York
$3.86M +$3.86M +196,498 New
TCM
14
Tieton Capital Management
Washington
$3.55M -$79.3K -4,036 -2%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$3.44M +$66.2K +3,371 +2%
Diamond Hill Capital Management
16
Diamond Hill Capital Management
Ohio
$3.12M +$72K +3,666 +2%
FWTB
17
First Western Trust Bank
Colorado
$2.2M +$9.73K +495 +0.4%
State Street
18
State Street
Massachusetts
$2.13M +$9.83K +500 +0.5%
BFM
19
Boothbay Fund Management
New York
$1.84M +$650K +33,091 +55%
BCM
20
Bridgeway Capital Management
Texas
$1.58M +$266K +13,555 +20%
Northern Trust
21
Northern Trust
Illinois
$1.2M -$56.2K -2,858 -4%
RHCA
22
Rosenthal Henry Capital Advisors
Indiana
$1.1M -$64K -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%
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