First Western Financial
MYFW • NASDAQ
First Western Financial is a banks - regional company in the financial services sector on NASDAQ, led by Scott C. Wylie, with a market cap of $249.5M. As of Q3 2025, 65% of shares are held by 90 institutional investors, with North Reef Capital Management LP as the largest holder at 6.36%.
Chief Executive OfficerScott C. Wylie
Market Cap$249.5M
Banks - Regional
Financial Services
Employees310.0
Websitemyfw.gcs-web.com
Country
United States of America
Overview
Overview of institutional ownership in MYFW as of Q3 2025 with a market cap of $223.8M
All Institutions
- Institutions
- 90
- Value Held
- $145.0M
- Shares Held
- 6.3M
- Avg Position
- $1.6M
- Median Position
- $424.7K
Hedge Funds
- Hedge Funds
- 10
- Value Held
- $32.2M
- Shares Held
- 1.4M
- Avg Position
- $3.2M
- Median Position
- $1.1M
Ownership Breakdown
Based on market cap of $223.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in MYFW as of Q3 2025
| Institution | Position Value |
|---|---|
N North Reef Capital Management LP Hedge Fund•Long/Short | $14.2M 0.67% of portfolio |
B BlackRock, Inc. Institution | $11.4M 0.00% of portfolio |
 VANGUARD GROUP INC Institution | $9.8M 0.00% of portfolio |
B BANC FUNDS CO LLC Institution | $9.5M 2.32% of portfolio |
A Algebris Ltd Institution | $7.3M 0.91% of portfolio |
 JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short | $7.3M 3.97% of portfolio |
 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | $7.2M 0.42% of portfolio |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | $5.8M 2.63% of portfolio |
 DIMENSIONAL FUND ADVISORS LP Long Only Manager | $5.8M 0.00% of portfolio |
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $4.6M 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for MYFW in Q3 2025
- Traded
- +$6.9M
- Buyers
- 46
- Sellers
- 38
- Total Bought
- +$24.2M
- Total Sold
- −$17.3M
- Avg Position
- $1.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
A Algebris Ltd Institution | +$7.3M +315.4K shares |
 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager | +$3.0M +130.8K shares |
 WELLINGTON MANAGEMENT CO LLP Long Only Manager | +$2.5M +110.7K shares |
N North Reef Capital Management LP Hedge Fund•Long/Short | +$1.7M +72.1K shares |
 BOOTHBAY FUND MANAGEMENT, LLC Fund of Funds | +$1.3M +57.6K shares |
 PMC FIG Opportunities LLC Real Assets | +$1.2M +52.2K shares |
 VICTORY CAPITAL MANAGEMENT INC Long Only Manager | +$905.3K +39.3K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | +$897.2K +39.0K shares |
 SummerHaven Investment Management, LLC Long Only Manager | +$818.6K +35.6K shares |
 FIRST TRUST ADVISORS LP ETF Provider | +$669.6K +29.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short | −$4.1M −183.1K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | −$3.6M −158.0K shares |
B BANC FUNDS CO LLC Institution | −$1.7M −75.9K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$1.3M −58.9K shares |
 Colorado Capital Management, Inc. RIA/Wealth | −$896.6K −39.7K shares |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$875.9K −38.8K shares |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | −$626.1K −27.2K shares |
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short | −$576.6K −25.0K shares |
B BlackRock, Inc. Institution | −$311.0K −13.5K shares |
 LOS ANGELES CAPITAL MANAGEMENT & EQUITY RESEARCH INC Long Only Manager | −$295.2K −12.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited MYFW in Q3 2025
- New Positions
- 11
- New Value
- $15.8M
- Exited Positions
- 10
- Exited Value
- $8.0M
New Positions
| Institution | Position Value |
|---|---|
A Algebris Ltd Institution | $7.3M 315.4K shares |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager | $3.0M 130.8K shares |
WELLINGTON MANAGEMENT CO LLP Long Only Manager | $2.5M 110.7K shares |
SummerHaven Investment Management, LLC Long Only Manager | $818.6K 35.6K shares |
FIRST TRUST ADVISORS LP ETF Provider | $669.6K 29.1K shares |
 AMERIPRISE FINANCIAL INC Institution | $437.5K 19.0K shares |
 Round Rock Advisors, LLC RIA/Wealth | $413.0K 18.2K shares |
A AMERICAN CENTURY COMPANIES INC Institution | $324.1K 14.1K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $276.7K 12.0K shares |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $4.8K 210.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
B BASSWOOD CAPITAL MANAGEMENT, L.L.C. Hedge Fund•Long/Short | $4.1M 183.1K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $1.3M 58.9K shares |
Colorado Capital Management, Inc. RIA/Wealth | $896.6K 39.7K shares |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $875.9K 38.8K shares |
C Cubist Systematic Strategies, LLC Institution | $245.3K 10.9K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $243.7K 10.8K shares |
Q Quadrature Capital Ltd Institution | $218.5K 9.7K shares |
R rhino investment partners, Inc Hedge Fund•Value | $63.4K 2.8K shares |
 Point72 Ltd RIA/Wealth | $1.8K 80.0 shares |
 FEDERATED INVESTORS INC /PA/ Long Only Manager | $699.0 31.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in MYFW as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with MYFW as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
PMC FIG Opportunities LLC Real Assets | 4.43% $2.8M |
JACOBS ASSET MANAGEMENT, LLC Hedge Fund•Long/Short | 3.97% $7.3M |
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector | 2.63% $5.8M |
B BANC FUNDS CO LLC Institution | 2.32% $9.5M |
T Tieton Capital Management, LLC Long Only Manager | 1.45% $4.2M |
 John W. Rosenthal Capital Management, Inc. Hedge Fund•Long/Short | 1.26% $1.3M |
A Algebris Ltd Institution | 0.91% $7.3M |
 Sippican Capital Adivsors RIA/Wealth | 0.74% $1.1M |
N North Reef Capital Management LP Hedge Fund•Long/Short | 0.67% $14.2M |
P Persistent Asset Partners Ltd Institution | 0.65% $888.9K |
Hedge Fund Spotlight
Discover hedge funds investing in MYFW
N
North Reef Capital Management LP
Hedge Fund • Long/Short
Portfolio ManagerDaniel Mariano Locasto
- Portfolio Value
- $2.1B
- Positions
- 43
- Last Reported
- Q3 2025
Sector Allocation
Position in First Western Financial
- Market Value
- $14.2M
- Shares Held
- 617.8K
- Portfolio Weight
- 0.67%
- Owned Since
- 2022-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Banks - Regional Financial Services | $279.7M | 13.08% | |
Banks - Regional Financial Services | $264.8M | 12.39% | |
Banks - Regional Financial Services | $244.6M | 11.44% |
