First Western Financial Inc (MYFW) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

9,784,496Shares Outstanding

620,134Shares held by institutions

$15,949,846Value of institutional holdings

61.84%Institutional ownership %

5.62%Shares Changed QoQ

89No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

The institutional landscape for First Western Financial Inc (NASDAQ:MYFW) includes 89 filers as of the latest reporting cycle ending December 2025.

These investors collectively held 61.8% of the company's total shares outstanding in December 2025, down from 62.0% in September 2025.
The company experienced a 5.62% quarterly change in institutional shares held, alongside an increase of 34.85% in total owners annually.
A review of institutional activity for First Western Financial shows 35 of 89 filers increasing their positions, while 30 reduced their stake, and 24 remained unchanged.
Collectively, institutional investors increased their stake in First Western Financial to 6.05Mn shares as of December 2025, a change that is up by 321.96K shares quarter on quarter and up 137.02K shares year over year.
As of December 31, 2025, North Reef Capital Management LP held First Western Financial's largest shareholding position with over 685.95K shares, representing 7.01% of total outstanding shares.
Among the most significant buyers of First Western Financial during December 2025 were WELLINGTON MANAGEMENT GROUP LLP (131.96K), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (75.84K), Brevan Howard Capital Management LP (68.20K), North Reef Capital Management LP (68.13K), SEI INVESTMENTS CO (48.46K).
Leading sellers of First Western Financial stock in December 2025 included BANC FUNDS CO LLC (68.54K), JACOBS ASSET MANAGEMENT, LLC (47.22K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (40.56K), MARSHALL WACE, LLP (37.52K), RENAISSANCE TECHNOLOGIES LLC (21.50K).
The top 10 institutional holders of First Western Financial for the quarter ending December 2025 included North Reef Capital Management LP (685.95K), BlackRock, Inc. (503.79K), VANGUARD GROUP INC (455.60K), BANC FUNDS CO LLC (346.09K), ALGEBRIS (UK) LTD (340.81K), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (270.94K), JACOBS ASSET MANAGEMENT, LLC (267.74K), DIMENSIONAL FUND ADVISORS LP (255.29K), WELLINGTON MANAGEMENT GROUP LLP (242.68K), ALLIANCEBERNSTEIN L.P. (204.03K).

89 Institutional Holders

620,134 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
North Reef Capital Management LP	31 Dec, 2025	685,954	68,130	11.03%	$18,390,427.00
BlackRock, Inc.	31 Dec, 2025	503,790	8,903	1.80%	$13,506,610.00
VANGUARD GROUP INC	31 Dec, 2025	455,597	28,170	6.59%	$12,214,555.00
BANC FUNDS CO LLC	31 Dec, 2025	346,090	-68,539	-16.53%	$9,278,673.00
ALGEBRIS (UK) LTD	31 Dec, 2025	340,807	25,358	8.04%	$9,141,310.00
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	31 Dec, 2025	270,945	-40,557	-13.02%	$7,264,035.00
JACOBS ASSET MANAGEMENT, LLC	31 Dec, 2025	267,740	-47,219	-14.99%	$7,178,109.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	255,294	5,217	2.09%	$6,843,664.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	242,680	131,955	119.17%	$6,506,251.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	204,027	4,544	2.28%	$5,469,964.00
Curi Capital, LLC	31 Dec, 2025	197,056	0	0.00%	$5,283,071.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	180,212	-215	-0.12%	$4,832,022.00
DIAMOND HILL CAPITAL MANAGEMENT INC	31 Dec, 2025	158,643	5,264	3.43%	$4,253,219.00
BOOTHBAY FUND MANAGEMENT, LLC	31 Dec, 2025	155,177	-1,105	-0.71%	$4,160,295.00
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	31 Dec, 2025	130,798	0	0.00%	$3,506,694.00
STATE STREET CORP	31 Dec, 2025	128,411	113	0.09%	$3,442,699.00
PMC FIG Opportunities LLC	31 Dec, 2025	107,164	-12,947	-10.78%	$2,873,067.00
ACADIAN ASSET MANAGEMENT LLC	31 Dec, 2025	103,678	9,653	10.27%	$2,776.00
First Western Trust Bank	31 Dec, 2025	91,479	-18,024	-16.46%	$2,452,552.00
BRIDGEWAY CAPITAL MANAGEMENT, LLC	31 Dec, 2025	80,717	2,959	3.81%	$2,164,023.00

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