Who Owns First Western Financial, Inc. (MYFW)?Hedge Fund & Institutional Holders

$23.61-0.17 (-0.74%)Financial ServicesNASDAQ

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$9.141000726400071e+257T

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$17.54$19.97$22.41$24.84$27.27Sep 24Jun 25Mar 26

MYFW — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALGEBRIS (UK) LTDNew Position+341K+$9.1B
DIAMOND HILL CAPITAL MANAGEMENT INCNew Position+159K+$4.0B
WELLINGTON MANAGEMENT GROUP LLPIncreased+132K+$2.5B
Cherry Creek Investment Advisors, Inc.New Position+52K+$1.4B
Sippican Capital AdvisorsNew Position+48K+$1.3B
LEVIN CAPITAL STRATEGIES, L.P.New Position+43K+$1.2B
SEI INVESTMENTS CONew Position+48K+$1.0B
SummerHaven Investment Management, LLCNew Position+36K+$953.0M
Round Rock Advisors LLCIncreased+23K+$688.0M
STRS OHIONew Position+22K+$579.0M
Permanent Capital Management, LPNew Position+21K+$563.0M
ALLIANCEBERNSTEIN L.P.Increased+5K+$406.9M
ELCO Management Co., LLCNew Position+15K+$395.0M
DIMENSIONAL FUND ADVISORS LPIncreased+5K+$242.2M
BRIDGEWAY CAPITAL MANAGEMENT, LLCIncreased+3K+$209.6M

MYFW — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BANC FUNDS CO LLCDecreased-69K-$9.5B
BOOTHBAY FUND MANAGEMENT, LLCDecreased-1K-$3.6B
PMC FIG Opportunities LLCDecreased-13K-$2.8B
MARSHALL WACE, LLPDecreased-38K-$2.0B
VICTORY CAPITAL MANAGEMENT INCClosed Position-39K-$905.3M
TWO SIGMA INVESTMENTS, LPDecreased-8K-$897.2M
Focus Partners WealthClosed Position-2K-$883.0M
FIRST TRUST ADVISORS LPDecreased-947-$669.6M
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-1K-$553.0M
RENAISSANCE TECHNOLOGIES LLCDecreased-22K-$434.5M
NORTHERN TRUST CORPDecreased-7K-$427.9M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDecreased-5K-$344.3M
JANE STREET GROUP, LLCClosed Position-12K-$270.5M
RHUMBLINE ADVISERSDecreased-2K-$265.9M
Jump Financial, LLCClosed Position-9K-$204.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1ALGEBRIS (UK) LTD340,807$9.1B0.72%Share
2PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.270,945$7.3B0.42%Share
3JACOBS ASSET MANAGEMENT, LLC267,740$7.2B4.00%Share
4MENDON CAPITAL ADVISORS CORP253,336$6.8B2.01%Share
5DIMENSIONAL FUND ADVISORS LP244,631$6.0B0.00%Share
6Curi Capital, LLC197,056$5.0B0.09%Share
7ALLIANCEBERNSTEIN L.P.204,027$5.0B0.00%Share
8WELLINGTON MANAGEMENT GROUP LLP172,060$4.0B0.00%Share
9DIAMOND HILL CAPITAL MANAGEMENT INC158,643$4.0B0.02%Share
10HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC130,798$3.5B0.01%Share
11BRIDGEWAY CAPITAL MANAGEMENT, LLC80,717$2.0B0.04%Share
12Cherry Creek Investment Advisors, Inc.51,939$1.4B0.60%Share
13Sippican Capital Advisors47,825$1.3B0.82%Share
14LEVIN CAPITAL STRATEGIES, L.P.43,432$1.2B0.10%Share
15Round Rock Advisors LLC41,081$1.1B0.17%Share
16Persistent Asset Partners Ltd37,659$1.0B0.45%Share
17RENAISSANCE TECHNOLOGIES LLC40,800$1.0B0.00%Share
18NORTHERN TRUST CORP54,177$1.0B0.00%Share
19SEI INVESTMENTS CO48,461$1.0B0.00%Share
20WELLINGTON MANAGEMENT GROUP LLP53,887$1.0B0.00%Share
21SummerHaven Investment Management, LLC35,552$953.0M0.54%Share
22STRS OHIO21,600$579.0M0.00%Share
23Permanent Capital Management, LP21,000$563.0M0.11%Share
24ELCO Management Co., LLC14,746$395.0M0.25%Share
25R Squared Ltd7,743$207.0M0.10%Share
26UBS Group AG5,321$142.0M0.00%Share
27North Reef Capital Management LP685,954$18.4M0.74%Share
28VANGUARD GROUP INC401,587$10.0M0.00%Share
29BANC FUNDS CO LLC346,090$9.3M1.84%Share
30BlackRock, Inc.341,958$9.0M0.00%Share
31Tieton Capital Management, LLC183,611$4.9M1.68%Share
32BOOTHBAY FUND MANAGEMENT, LLC155,177$4.0M0.06%Share
33NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO76,048$3.7M0.00%Share
34Optiver Holding B.V.142$3.0M0.00%Share
35STATE STREET CORP128,411$3.0M0.00%Share
36BlackRock, Inc.113,941$3.0M0.00%Share
37PMC FIG Opportunities LLC107,164$2.9M4.51%Share
38First Western Trust Bank89,238$2.4M0.12%Share
39UBS Group AG96$2.0M0.00%Share
40GAMMA Investing LLC92$2.0M0.00%Share
41ACADIAN ASSET MANAGEMENT LLC103,678$2.0M0.00%Share
42Rosenthal {-} Henry Capital Advisors, Inc.55,113$1.5M1.37%Share
43Biltmore Family Office, LLC45,316$1.2M0.17%Share
44VANGUARD GROUP INC51,321$1.0M0.00%Share
45MARSHALL WACE, LLP45,353$1.0M0.00%Share
46Brevan Howard Capital Management LP68,205$1.0M0.01%Share
47Trexquant Investment LP21,845$585K0.01%Share
48First Western Trust Bank2,241$60K0.00%Share
49CWM, LLC687$18K0.00%Share
50State of Alaska, Department of Revenue476$12K0.00%Share

MYFW Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202594$72.8B+22
Q3 202572$89.5B+2
Q2 202570$71.7B-1
Q1 202571$84.7B+9
Q4 202462$514.0B+3
Q3 202459$10.1T+5
Q2 202454$7.9T+4
Q1 202450$8.3T—

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As of Q4 2025, 50 institutional investors hold MYFW (First Western Financial, Inc.). The largest holder is ALGEBRIS (UK) LTD with $9.1B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own MYFW?

As of Q4 2025, 50 institutional investors report holding MYFW (First Western Financial, Inc.) in their 13F filings.

Who is the largest institutional holder of MYFW?

The largest institutional holder of MYFW is ALGEBRIS (UK) LTD with $9.1B in shares.

Is institutional ownership of MYFW increasing or decreasing?

This quarter, 10 institutions opened new positions in MYFW and 4 closed their positions.