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First Western Financial
MYFW

Overview Fund Activity

81 hedge funds and large institutions have $135M invested in First Western Financial in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 35 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
81
Holders Change
+10
Holders Change %
+14.08%
% of All Funds
1.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
35
Reduced
18
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NRCM
North Reef Capital Management
California
$12.3M
2
PAIM
Punch & Associates Investment Management
Minnesota
$7.1M
3
Marshall Wace
Marshall Wace
United Kingdom
$2.19M
4
Renaissance Technologies
Renaissance Technologies
New York
$1.69M
5
CCM
Colorado Capital Management
Colorado
$897K

Top Sellers

1
RIP
Rhino Investment Partners
Pennsylvania
$63.4K
2
WA
Wasatch Advisors
Utah
$0
3
BFC
Banc Funds Company
Illinois
$11.1M
4
BCM
Basswood Capital Management
New York
$4.13M
5
Goldman Sachs
Goldman Sachs
New York
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
NRCM
1
North Reef Capital Management
California
$12.3M +$3.76M +166,544 +44%
BlackRock
2
BlackRock
New York
$11.5M -$237K -10,510 -2%
BFC
3
Banc Funds Company
Illinois
$11.1M -$3.29M -145,656 -23%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.78M +$721K +31,962 +8%
AllianceBernstein
5
AllianceBernstein
Tennessee
$8.06M -$273K -12,100 -3%
JAM
6
Jacobs Asset Management
New York
$7.67M +$334K +14,823 +5%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.1M +$2.35M +104,262 +50%
MCA
8
Mendon Capital Advisors
Florida
$6.33M +$526K +23,317 +9%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.35M +$813K +36,026 +18%
CRC
10
Curi RMB Capital
Illinois
$4.45M +$9.02K +400 +0.2%
BCM
11
Basswood Capital Management
New York
$4.13M -$302K -13,390 -7%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.1M +$145K +6,431 +4%
TCM
13
Tieton Capital Management
Washington
$4.05M -$27.9K -1,235 -0.7%
Diamond Hill Capital Management
14
Diamond Hill Capital Management
Ohio
$3.55M -$25.5K -1,130 -0.7%
State Street
15
State Street
Massachusetts
$2.79M +$349K +15,453 +14%
FWTB
16
First Western Trust Bank
Colorado
$2.54M +$11.2K +495 +0.4%
BFM
17
Boothbay Fund Management
New York
$2.23M +$117K +5,165 +6%
Marshall Wace
18
Marshall Wace
United Kingdom
$2.19M +$2.19M +97,234 New
BCM
19
Bridgeway Capital Management
Texas
$1.86M +$51.6K +2,288 +3%
Renaissance Technologies
20
Renaissance Technologies
New York
$1.69M +$1.69M +74,800 New
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$1.62M +$699K +31,012 +76%
PFO
22
PMC FIG Opportunities
Israel
$1.53M +$876K +38,813 +134%
Northern Trust
23
Northern Trust
Illinois
$1.39M +$15.2K +673 +1%
Citadel Advisors
24
Citadel Advisors
Florida
$1.33M +$818K +36,247 +160%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$1.25M -$20.6K -911 -2%
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