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First Western Financial (MYFW) Institutional Ownership

First Western Financial logo
$21.58 -0.23 (-1.05%)
As of 08/15/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Western Financial (NASDAQ:MYFW)

Current
Institutional Ownership
Percentage
60.26%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$30.38M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$9.94M
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MYFW Institutional Buying and Selling by Quarter

First Western Financial Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/15/2025 Boothbay Fund Management LLC98,717$2.23M0.0%+5.5%1.016%
8/15/2025 Bridgeway Capital Management LLC82,533$1.86M0.0%+2.9%0.849%
8/15/2025 Bank of America Corp DE10,533$238K0.0%-4.9%0.108%
8/14/2025 Mendon Capital Advisors Corp280,524$6.33M3.2%+9.1%2.886%
8/14/2025 Basswood Capital Management L.L.C.183,108$4.13M0.2%-6.8%1.884%
8/14/2025 Jane Street Group LLC10,853$245K0.0%N/A0.112%
8/13/2025 Marshall Wace LLP97,234$2.19M0.0%N/A1.000%
8/13/2025 Arrowstreet Capital Limited Partnership15,823$357K0.0%N/A0.163%
8/13/2025 Quadrature Capital Ltd9,682$219K0.0%N/A0.100%
8/12/2025 Tieton Capital Management LLC179,341$4.05M1.6%-0.7%1.845%
8/12/2025 JPMorgan Chase & Co.5,795$131K0.0%-62.1%0.060%
8/11/2025 Persistent Asset Partners Ltd23,406$528K0.4%+34.6%0.241%
8/8/2025 First Western Trust Bank112,665$2.54M0.1%+0.4%1.159%
8/8/2025 Geode Capital Management LLC181,708$4.10M0.0%+3.7%1.869%
8/7/2025 Los Angeles Capital Management LLC33,481$755K0.0%N/A0.344%
7/25/2025 Sippican Capital Advisors45,100$1.02M0.7%+12.6%0.464%
7/23/2025 Rosenthal Henry Capital Advisors Inc.55,276$1.25M1.3%-1.6%0.569%
7/11/2025 Colorado Capital Management Inc.39,744$897K0.4%N/A0.409%
6/27/2025 Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/28/2025 Strs Ohio24,900$489K0.0%N/A0.256%
5/21/2025 Acadian Asset Management LLC40,626$796K0.0%+122.7%0.418%
5/16/2025 Empowered Funds LLC24,763$487K0.0%+8.0%0.255%
5/16/2025 Goldman Sachs Group Inc.36,257$712K0.0%-25.1%0.373%
5/16/2025 Punch & Associates Investment Management Inc.210,475$4.14M0.3%-40.8%2.166%
5/14/2025 Jacobs Asset Management LLC325,177$6.39M4.0%+4.2%3.364%
5/14/2025 Rhino Investment Partners Inc225,710$4.44M1.1%-2.8%2.335%
5/14/2025 Hsbc Holdings PLC10,657$201K0.0%-27.1%0.110%
5/13/2025 Persistent Asset Partners Ltd17,384$342K0.3%+19.6%0.180%
5/12/2025 Nuveen LLC28,148$553K0.0%N/A0.291%
5/12/2025 First Western Trust Bank112,170$2.20M0.1%+0.4%1.160%
5/6/2025 Diamond Hill Capital Management Inc.158,544$3.12M0.0%+2.4%1.640%
4/30/2025 Rosenthal Henry Capital Advisors Inc.56,187$1.10M1.1%-5.5%0.579%
4/29/2025 Bank of New York Mellon Corp18,664$367K0.0%+12.3%0.192%
4/28/2025 Sippican Capital Advisors40,070$787K0.6%+61.9%0.413%
2/17/2025 Jacobs Asset Management LLC312,124$6.10M3.7%+50.0%3.231%
2/17/2025 Bridgeway Capital Management LLC66,690$1.30M0.0%+42.2%0.690%
2/17/2025 Citadel Advisors LLC17,296$338K0.0%+10.7%0.179%
2/17/2025 Bank of America Corp DE15,159$296K0.0%+40.7%0.157%
2/17/2025 BNP Paribas Financial Markets1,398$27K0.0%-30.4%0.014%
2/14/2025 Rhino Investment Partners Inc232,189$4.54M1.0%+322.6%2.404%
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2/14/2025 Northern Trust Corp63,945$1.25M0.0%-1.7%0.662%
2/14/2025 Boothbay Fund Management LLC60,461$1.18M0.0%+75.4%0.626%
2/14/2025 North Reef Capital Management LP312,423$6.11M0.3%+3.0%3.234%
2/14/2025 Mendon Capital Advisors Corp257,598$5.04M2.5%+152.1%2.667%
2/14/2025 Hsbc Holdings PLC14,619$285K0.0%+5.0%0.151%
2/14/2025Tower Research Capital LLC TRC1,259$25K0.0%+244.9%0.013%
2/14/2025 Dimensional Fund Advisors LP192,681$3.77M0.0%+8.1%1.995%
2/14/2025 Curi RMB Capital LLC196,656$3.85M0.1%+120.0%2.036%
2/14/2025 Banc Funds Co. LLC636,177$12.44M1.4%-11.9%6.586%
2/13/2025 Fourthstone LLC24,972$488K0.1%N/A0.259%
2/13/2025 Wasatch Advisors LP329,817$6.45M0.0%-26.1%3.414%
2/13/2025 Barclays PLC21,808$427K0.0%+24.0%0.226%
2/13/2025 Kennedy Capital Management LLC131,145$2.56M0.1%-3.9%1.358%
2/13/2025 Raymond James Financial Inc.25,000$489K0.0%N/A0.259%
2/13/2025 ELCO Management Co. LLC18,763$367K0.2%+46.7%0.194%
2/13/2025 Wells Fargo & Company MN5,885$115K0.0%+23.2%0.061%
2/13/2025 First Western Trust Bank111,675$2.18M0.1%-7.1%1.156%
2/12/2025 Biltmore Family Office LLC45,316$886K0.1%N/A0.469%
2/12/2025 Geode Capital Management LLC171,906$3.36M0.0%-1.5%1.780%
2/12/2025 Alliancebernstein L.P.354,571$6.93M0.0%+0.9%3.671%
2/12/2025 JPMorgan Chase & Co.29,752$582K0.0%+117.6%0.308%
2/11/2025 Tieton Capital Management LLC184,612$3.61M1.5%+22.4%1.911%
2/10/2025 Diamond Hill Capital Management Inc.154,878$3.03M0.0%+9.5%1.603%
2/6/2025 Raymond James Financial Inc.25,000$489K0.0%N/A0.259%
1/30/2025 Rhumbline Advisers12,623$247K0.0%+9.5%0.131%
1/28/2025 Empowered Funds LLC22,939$448K0.0%+4.9%0.237%
1/24/2025 Rosenthal Henry Capital Advisors Inc.59,445$1.16M1.1%N/A0.615%
1/23/2025 Sippican Capital Advisors24,745$484K0.4%+81.9%0.256%
12/26/2024 JPMorgan Chase & Co.13,674$273K0.0%+284.0%0.141%
11/19/2024 Barclays PLC17,583$353K0.0%+112.5%0.182%
11/16/2024 Geode Capital Management LLC174,570$3.49M0.0%+1.5%1.806%
11/15/2024 Barclays PLC17,583$353K0.0%+112.5%0.182%
11/15/2024 State Street Corp112,268$2.25M0.0%+5.3%1.162%
11/15/2024 Stifel Financial Corp19,853$397K0.0%-49.6%0.205%
11/15/2024 Jacobs Asset Management LLC208,114$4.16M2.8%+31.4%2.153%
11/15/2024 Banc Funds Co. LLC722,320$14.45M1.6%-4.3%7.474%
11/14/2024 Wasatch Advisors LP446,009$8.92M0.0%+22.5%4.617%
11/13/2024 FMR LLC3,117$62K0.0%+347.2%0.032%
11/12/2024 Tieton Capital Management LLC150,790$3.02M1.6%-0.4%1.561%
11/12/2024 Charles Schwab Investment Management Inc.22,554$451K0.0%+7.6%0.233%
11/7/2024 First Western Trust Bank120,157$2.40M0.1%+6.2%1.243%
11/6/2024 Empowered Funds LLC21,859$437K0.0%+5.2%0.226%
11/6/2024 Curi RMB Capital LLC89,374$1.79M0.0%+25.1%0.925%
11/4/2024 Diamond Hill Capital Management Inc.141,416$2.83M0.0%-12.5%1.464%
10/28/2024 Sippican Capital Advisors13,600$272K0.2%N/A0.141%
8/30/2024 Mendon Capital Advisors Corp71,415$1.21M1.0%+128.3%0.742%
8/15/2024 ELCO Management Co. LLC11,414$194K0.1%N/A0.119%
8/12/2024 Hsbc Holdings PLC12,368$210K0.0%N/A0.129%
8/9/2024 Dimensional Fund Advisors LP159,563$2.71M0.0%+7.5%1.658%
8/9/2024 Diamond Hill Capital Management Inc.161,588$2.75M0.0%-4.0%1.680%
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8/8/2024 Strategic Value Bank Partners LLC249,226$4.24M2.8%+12.9%2.590%
8/5/2024 First Western Trust Bank113,194$1.92M0.1%-6.5%1.177%
5/16/2024 Kennedy Capital Management LLC246,196$3.59M0.1%-18.7%2.559%
5/10/2024 Vanguard Group Inc.369,313$5.39M0.0%+1.2%3.883%
5/7/2024 Empowered Funds LLC22,304$325K0.0%+7.6%0.235%
5/1/2024 BNP Paribas Financial Markets3,968$58K0.0%+67.5%0.042%
4/23/2024 Cherry Creek Investment Advisors Inc.51,939$757K0.4%-10.4%0.540%
4/18/2024 Wasatch Advisors LP363,990$5.31M0.0%+14.5%3.784%
2/23/2024 Mendon Capital Advisors Corp57,063$1.13M0.5%N/A0.597%
2/14/2024 Wasatch Advisors LP317,818$6.30M0.0%+10.0%3.324%
(Data available from 1/1/2016 forward)

MYFW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MYFW shares?

During the previous two years, 54 institutional investors and hedge funds held shares of First Western Financial. The most heavily invested institutionals were Banc Funds Co. LLC ($12.44M), Alliancebernstein L.P. ($6.93M), Wasatch Advisors LP ($6.45M), Jacobs Asset Management LLC ($6.39M), Mendon Capital Advisors Corp ($6.33M), North Reef Capital Management LP ($6.11M), and Vanguard Group Inc. ($5.39M).Learn more on First Western Financial's institutional investors.

What percentage of First Western Financial's stock is owned by institutional investors?

60.26% of First Western Financial's stock is owned by institutional investors. Learn more on MYFW's institutional investor holdings.

Which institutional investors have been buying First Western Financial's stock?

Of the 49 institutional investors that purchased First Western Financial's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Mendon Capital Advisors Corp ($275.95K), Rhino Investment Partners Inc ($177.25K), Jacobs Asset Management LLC ($166.74K), Wasatch Advisors LP ($157.15K), Curi RMB Capital LLC ($125.24K), Marshall Wace LLP ($97.23K), and Rosenthal Henry Capital Advisors Inc. ($59.45K).

How much institutional buying is happening at First Western Financial?

Institutional investors have bought a total of 1,514,240 shares in the last 24 months. This purchase volume represents approximately $30.38M in transactions.

Which of First Western Financial's major shareholders have been selling company stock?

Of the 18 institutional investors that sold First Western Financial's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Punch & Associates Investment Management Inc. ($145K), Banc Funds Co. LLC ($118.83K), Wasatch Advisors LP ($116.19K), Goldman Sachs Group Inc. ($24.30K), Diamond Hill Capital Management Inc. ($20.17K), Stifel Financial Corp ($19.53K), and Basswood Capital Management L.L.C. ($13.39K).

How much institutional selling is happening at First Western Financial?

Institutional investors have sold a total of 502,026 shares in the last 24 months. This volume of shares sold represents approximately $9.94M in transactions.


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This page (NASDAQ:MYFW) was last updated on 8/16/2025 by MarketBeat.com Staff
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