First Foundation

FFWM • NYSE

First Foundation is a banks - regional company in the financial services sector on NYSE, led by Thomas C. Shafer, with a market cap of $500.6M. As of Q3 2025, 85% of shares are held by 142 institutional investors, with CANYON CAPITAL ADVISORS LLC as the largest holder at 9.9%.

Chief Executive OfficerThomas C. Shafer

Market Cap$500.6M

Banks - Regional

Financial Services

Employees567.0

Websiteff-inc.com

Country

United States of America

Overview

Overview of institutional ownership in FFWM as of Q3 2025 with a market cap of $458.9M

All Institutions

Institutions: 142
Value Held: $390.7M
Shares Held: 69.0M
Avg Position: $2.8M
Median Position: $195.4K

Hedge Funds

Hedge Funds: 26
Value Held: $173.0M
Shares Held: 31.1M
Avg Position: $6.7M
Median Position: $697.8K

Ownership Breakdown

Institutional (non-HF)

47.43%

$217.6M

Hedge Funds

37.71%

$173.0M

Retail & Other

14.87%

$68.2M

Based on market cap of $458.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FFWM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
CANYON CAPITAL ADVISORS LLC Hedge Fund•Multi-Strategy	Joshua Stephan Friedman Managing Partner	$45.4M 6.23% of portfolio	9.90% 8.2M shares	Q3 2024 Held for 1y 2m	$729.4M
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	$38.4M 1.80% of portfolio	8.38% 6.9M shares	Q3 2024 Held for 1y 2m	$2.1B
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	$37.7M 26.81% of portfolio	8.22% 6.8M shares	Q4 2022 Held for 2y 11m	$140.6M
B BlackRock, Inc. Institution	-	$27.8M 0.00% of portfolio	6.06% 5.0M shares	Q2 2016 Held for 9y 5m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$22.9M 0.00% of portfolio	4.98% 4.1M shares	Q1 2015 Held for 10y 8m	$6.69T
Fortress Investment Group LLC RIA/Wealth	Sanjiv Kumar Founder	$22.5M 3.05% of portfolio	4.90% 4.0M shares	Q3 2024 Held for 1y 2m	$737.1M
FMR LLC Institution	-	$18.3M 0.00% of portfolio	4.00% 3.3M shares	Q3 2015 Held for 10y 2m	$1.92T
DIMENSIONAL FUND ADVISORS LP Long Only Manager	David Paul Butler CEO	$15.1M 0.00% of portfolio	3.29% 2.7M shares	Q2 2016 Held for 9y 5m	$466.32B
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	$13.0M 2.01% of portfolio	2.83% 2.3M shares	Q3 2024 Held for 1y 2m	$646.2M
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$12.9M 0.00% of portfolio	2.81% 2.3M shares	Q2 2016 Held for 9y 5m	$2.88T

Net Capital Flow

Institutional buying and selling activity for FFWM in Q3 2025

Traded: −$13.6M
Buyers: 72
Sellers: 55
Total Bought: +$37.2M
Total Sold: −$50.8M
Avg Position: $2.4M

Biggest Buyers

Institution	Net Bought	Current Position
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$4.5M +799.8K shares	$4.5M 799.8K shares
GOLDMAN SACHS GROUP INC Institution	+$3.5M +624.8K shares	$8.1M 1.4M shares
FJ Capital Management LLC Hedge Fund•Long/Short	+$3.2M +579.1K shares	$11.5M 2.1M shares
E EJF Capital LLC Institution	+$2.7M +481.3K shares	$3.7M 661.3K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$2.5M +441.5K shares	$3.1M 550.4K shares
D D. E. Shaw & Co., Inc. Institution	+$2.2M +399.0K shares	$2.7M 486.1K shares
JPMORGAN CHASE & CO Institution	+$2.1M +368.5K shares	$2.4M 426.7K shares
VANGUARD GROUP INC Institution	+$2.0M +357.9K shares	$22.9M 4.1M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$1.7M +305.0K shares	$3.1M 551.1K shares
R ROYCE & ASSOCIATES LLC Institution	+$1.6M +285.9K shares	$10.1M 1.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
MIRABELLA FINANCIAL SERVICES LLP Institution	−$17.6M −624.4K shares	$7.9M 279.3K shares
FMR LLC Institution	−$9.0M −1.6M shares	$18.3M 3.3M shares
N North Reef Capital Management LP Hedge Fund•Long/Short	−$4.0M −714.7K shares	$38.4M 6.9M shares
Fourthstone LLC Hedge Fund•Long/Short	−$3.2M −582.0K shares	$490.2K 88.0K shares
UBS Group AG Institution	−$2.9M −519.2K shares	$1.1M 197.6K shares
B BANC FUNDS CO LLC Institution	−$2.8M −500.9K shares	$3.6M 642.2K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$2.0M −365.3K shares	$1.7M 311.8K shares
C Cubist Systematic Strategies, LLC Institution	−$1.2M −232.9K shares	Sold Off 0 shares
PRUDENTIAL FINANCIAL INC Institution	−$1.2M −212.4K shares	$418.7K 75.2K shares
SummerHaven Investment Management, LLC Long Only Manager	−$775.9K −152.1K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FFWM in Q3 2025

New Positions: 4
New Value: $169.6K
Exited Positions: 21
Exited Value: $3.6M

New Positions

Institution	Position Value
Arcus Capital Partners, LLC RIA/Wealth	$96.9K 17.4K shares
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth	$67.9K 12.2K shares
O Optiver Holding B.V. Institution	$3.1K 556.0 shares
V Versant Capital Management, Inc RIA/Wealth	$1.8K 329.0 shares

Exited Positions

Institution	Previous Position
C Cubist Systematic Strategies, LLC Institution	$1.2M 232.9K shares
SummerHaven Investment Management, LLC Long Only Manager	$775.9K 152.1K shares
Trexquant Investment LP Hedge Fund•Quant	$488.8K 95.8K shares
STATE OF WISCONSIN INVESTMENT BOARD RIA/Wealth	$480.1K 94.1K shares
ARP AMERICAS LLC Hedge Fund•Multi-Strategy	$243.8K 47.8K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$204.5K 40.1K shares
I INCEPTIONR LLC Hedge Fund•Quant	$74.0K 14.5K shares
Mariner Wealth Advisors, LLC RIA/Wealth	$62.1K 12.2K shares
V Virtu Financial LLC Institution	$54.4K 10.7K shares
Point72 Ltd RIA/Wealth	$31.9K 6.3K shares

Options Activity

Institutions with the largest Call and Put options positions in FFWM as of Q3 2025

Call Positions: 2
Call Value: $355.0K
Put Positions: 3
Put Value: $222.8K

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$245.6K 441.0 contracts
W WOLVERINE TRADING, LLC Institution	$109.4K 195.0 contracts

Put Positions

Institution	Position Value
Crawford Fund Management, LLC Hedge Fund•Long/Short	$144.8K 260.0 contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$78.0K 140.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	- - contracts

Most Committed Institutions

Institutions with FFWM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
STRATEGIC VALUE BANK PARTNERS LLC Hedge Fund•Value	Josh Kaye CCO	26.81% $37.7M	8.22% 6.8M shares	Q4 2022 Held for 2y 11m	$140.6M
CANYON CAPITAL ADVISORS LLC Hedge Fund•Multi-Strategy	Joshua Stephan Friedman Managing Partner	6.23% $45.4M	9.90% 8.2M shares	Q3 2024 Held for 1y 2m	$729.4M
Fortress Investment Group LLC RIA/Wealth	Sanjiv Kumar Founder	3.05% $22.5M	4.90% 4.0M shares	Q3 2024 Held for 1y 2m	$737.1M
E EJF Capital LLC Institution	-	2.11% $3.7M	0.80% 661.3K shares	Q4 2024 Held for 11 months	$174.8M
SANDLER ONEILL ASSET MANAGEMENT LLC Hedge Fund•Long/Short	Terry Anthony Maltese President	2.01% $13.0M	2.83% 2.3M shares	Q3 2024 Held for 1y 2m	$646.2M
N North Reef Capital Management LP Hedge Fund•Long/Short	Daniel Mariano Locasto COO	1.80% $38.4M	8.38% 6.9M shares	Q3 2024 Held for 1y 2m	$2.1B
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	1.15% $11.5M	2.50% 2.1M shares	Q1 2025 Held for 8 months	$999.9M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	1.00% $2.2M	0.49% 400.0K shares	Q1 2024 Held for 1y 8m	$221.8M
B BANC FUNDS CO LLC Institution	-	0.87% $3.6M	0.78% 642.2K shares	Q3 2015 Held for 10y 2m	$411.3M
MIRABELLA FINANCIAL SERVICES LLP Institution	Jared Corey Kushner CEO	0.74% $7.9M	0.34% 279.3K shares	Q4 2024 Held for 11 months	$1.1B

Hedge Fund Spotlight

Discover hedge funds investing in FFWM

Quest Partners LLC

Hedge Fund • Quant Macro

Portfolio ManagerNigol (Nmn) Koulajian

Portfolio Value: $1.5B
Positions: 2,240
Last Reported: Q3 2025

Sector Allocation

Position in First Foundation

Market Value: $13.3K
Shares Held: 2.4K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

Top Holding	Sector	Market Value	Weight
1 iShares 7-10 Year Treasury Bond IEF	ETF ETF	$39.0M	2.54%
2 SPDR Portfolio Intermediate Term Treasury SPTI	ETF ETF	$6.5M	0.42%
3 SCHR Schwab Intermediately-Term U.S. Treasury SCHR	ETF ETF	$6.5M	0.42%

View full profile

First Foundation

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in First Foundation

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