Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

FIRST FNDTN INC (FFWM)

150 + Investors. Track Smart Money conviction in FFWM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — FFWM

Based on 148 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added FFWM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
148 funds currently hold this stock — 94% of the 3.0-year high of 158 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
7 fewer hedge funds hold FFWM compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 54% buying

74 buying64 selling
Last quarter: 74 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new FFWM position: 26 → 24 → 17 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
95 out of 148 hedge funds have held FFWM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

18 → 26 → 24 → 17 → 25 new funds/Q
New funds entering each quarter: 26 → 24 → 17 → 25. FFWM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 67% of holders stayed 2+ years

■ 67% veterans ■ 13% 1-2yr ■ 20% new
Of 150 current holders: 100 (67%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
27 of 148 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FFWM

In 2025 Q4, 74 hedge funds were net buyers of FFWM (25 opened a new position, 49 added to an existing one), while 64 reduced or exited (46 trimmed, 18 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 34% of total institutional value in FFWM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 148.

Hedge Fund Ownership: FFWM

How many hedge funds hold FFWM — quarterly history vs. share price
Quarterly hedge fund ownership of FFWM vs. share price

Market Analysis: FFWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FFWM

Financial Services Banks - Regional

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

31 top-rated funds 0 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: FFWM
2026 Q1 Stats Unlock in 6 days 150 + Investors

Track Smart Money conviction in FFWM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 150 143 4.9%
13F Shares 63M 62M 0.54%
Total Value $386M $353M 9.14%
New Positions 25 17 +8
Increased Positions 52 60 -8
Closed Positions 18 21 -3
Reduced Positions 50 40 +10
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: FFWM

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

150 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FFWM. Verified SEC 13F-HR filings.

Top 25 institutional holders of FFWM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 STRATEGIC VALUE BANK PARTNERS LLC 21.46% 6,768,343 $39.9M
2 Trium Capital LLP 1.84% 442,850 $2.6M
3 ABC ARBITRAGE SA 0.76% 964,315 $5.7M
4 CREDIT INDUSTRIEL ET COMMERCIAL 0.27% 580,462 $3.4M
5 Tortuga Wealth Management, Inc 0.17% 26,250 $162K
6 FLC Capital Advisors 0.15% 144,557 $853K
7 ELCO Management Co., LLC 0.08% 27,124 $160K
8 Clay Northam Wealth Management, LLC 0.07% 20,683 $122K
9 NAPLES GLOBAL ADVISORS, LLC 0.06% 148,563 $877K
10 CALDWELL SUTTER CAPITAL, INC. 0.04% 18,309 $108K
11 Inscription Capital, LLC 0.03% 51,028 $301K
12 Aviance Capital Partners, LLC 0.03% 45,680 $270K
13 PRIVATE MANAGEMENT GROUP INC 0.02% 109,845 $648K
14 Millstone Evans Group, LLC 0.02% 4,854 $29K
15 Cypress Wealth Services, LLC 0.01% 16,283 $96K
16 STEPHENS INC /AR/ 0.01% 120,000 $708K
17 Brooklyn Investment Group 0.01% 42,448 $250K
18 MIRABELLA FINANCIAL SERVICES LLP 0.01% 13,951 $82K
19 Caprock Group, LLC 0.01% 41,272 $244K
20 HOLLENCREST CAPITAL MANAGEMENT 0.00% 19,840 $117K
21 CITIGROUP INC 0.00% 1,057,194 $6.2M
22 SG Americas Securities, LLC 0.00% 395,033 $2K
23 SUMMIT SECURITIES GROUP LLC 0.00% 2,800 $17K
24 Versant Capital Management, Inc 0.00% 2,744 $16K
25 KESTRA PRIVATE WEALTH SERVICES, LLC 0.00% 19,834 $117K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — FIRST FNDTN INC (FFWM)

What does the Smart Money Trend signal show for FFWM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added FFWM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FFWM?

Slight buying edge — 54% buying: Last quarter: 74 funds bought or added vs 64 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for FFWM holders?

Strong quality — 34% AUM from major funds: 27 of 148 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FFWM?

64% of holders stayed for 2+ years: 95 out of 148 hedge funds have held FFWM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.