We are live on ! Find out more
MYFW icon

First Western Financial

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.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 10

12% more funds holding

Funds holding: 8292 (+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

Holders
92
Holders Change
+10
Holders Change %
+12.2%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
28
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NRCM
1
North Reef Capital Management
California
$14.2M +$1.65M +72,102 +13%
BlackRock
2
BlackRock
New York
$11.4M -$308K -13,508 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.84M -$137K -6,025 -1%
BFC
4
Banc Funds Company
Illinois
$9.55M -$1.73M -75,892 -15%
AU
5
Algebris (UK)
United Kingdom
$7.26M +$7.2M +315,449 New
JAM
6
Jacobs Asset Management
New York
$7.25M -$571K -25,041 -7%
PAIM
7
Punch & Associates Investment Management
Minnesota
$7.17M -$73.8K -3,235 -1%
MCA
8
Mendon Capital Advisors
Florida
$5.83M -$620K -27,188 -10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$5.76M +$290K +12,730 +5%
AllianceBernstein
10
AllianceBernstein
Tennessee
$4.59M -$3.6M -157,981 -44%
CRC
11
Curi RMB Capital
Illinois
$4.54M
TCM
12
Tieton Capital Management
Washington
$4.19M +$57.8K +2,535 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.15M -$29.2K -1,281 -0.7%
BFM
14
Boothbay Fund Management
New York
$3.6M +$1.31M +57,565 +58%
Diamond Hill Capital Management
15
Diamond Hill Capital Management
Ohio
$3.53M -$92.1K -4,035 -3%
Hotchkis & Wiley Capital Management
16
Hotchkis & Wiley Capital Management
California
$3.01M +$2.98M +130,798 New
State Street
17
State Street
Massachusetts
$2.95M +$101K +4,432 +4%
PFO
18
PMC FIG Opportunities
Israel
$2.77M +$1.19M +52,234 +77%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$2.55M +$2.53M +110,725 New
FWTB
20
First Western Trust Bank
Colorado
$2.52M -$72.2K -3,162 -3%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$2.16M +$511K +22,387 +31%
Marshall Wace
22
Marshall Wace
United Kingdom
$1.97M -$270K -11,837 -12%
BCM
23
Bridgeway Capital Management
Texas
$1.79M -$109K -4,775 -6%
Renaissance Technologies
24
Renaissance Technologies
New York
$1.43M -$285K -12,500 -17%
Northern Trust
25
Northern Trust
Illinois
$1.43M +$5.8K +254 +0.4%

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.