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
↓ -2
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — FFWM

Based on 151 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their FFWM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
151 funds currently hold this stock — 93% of the 3.0-year high of 162 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding FFWM is almost the same as a year ago (-5 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

75 buying73 selling
Last quarter: 75 funds bought or added vs 73 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.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 24 → 17 → 27 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 20% medium ■ 25% new
84 out of 151 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.
📈

Growing discovery — still being found

26 → 24 → 17 → 27 → 28 new funds/Q
New funds entering each quarter: 24 → 17 → 27 → 28. A growing number of institutions are discovering FFWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 61% veterans vs 27% newcomers

■ 61% veterans ■ 12% 1-2yr ■ 27% new
Entry-cohort mix of 151 holders: 92 (61%) are 2+ year veterans, 18 entered 1–2 years ago, and 41 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
36 of 151 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 2026 Q1, 75 hedge funds were net buyers of FFWM (28 opened a new position, 47 added to an existing one), while 73 reduced or exited (43 trimmed, 30 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 24% of total institutional value in FFWM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 151.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FFWM
150 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 150 153 -1.96%
13F Shares 71M 71M -0.58%
Total Value $403M $437M -7.79%
New Positions 27 27 -
Increased Positions 47 49 -2
Closed Positions 30 18 +12
Reduced Positions 43 46 -3
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: FFWM

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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.

QUARTER:
Top 25 FFWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Value Bank Partners LLC 21.46% 6,768,343 $39.9M
2 Canyon Capital Advisors LLC 6.23% 8,152,392 $48.1M
3 Fortress Investment Group LLC 6.05% 4,038,750 $23.8M
4 Maltese Capital Management LLC 2.57% 2,213,860 $13.1M
5 Trium Capital LLP 1.84% 442,850 $2.6M
6 Mendon Capital Advisors Corp 1.65% 719,278 $4.2M
7 North Reef Capital Management LP 1.20% 5,911,778 $34.9M
8 Abc Arbitrage SA 0.76% 964,315 $5.7M
9 Banc Funds Co LLC 0.47% 432,396 $2.6M
10 Invenomic Capital Management LP 0.28% 1,051,878 $6.2M
11 Credit Industriel Et Commercial 0.27% 580,462 $3.4M
12 Oxford Asset Management LLP 0.23% 90,736 $535K
13 Tortuga Wealth Management, Inc 0.17% 26,250 $162K
14 FLC Capital Advisors 0.15% 144,557 $853K
15 Oddo Bhf Asset Management Sas 0.14% 626,987 $3.7M
16 Punch & Associates Investment Management, INC. 0.14% 400,000 $2.4M
17 Yakira Capital Management, Inc. 0.10% 58,949 $348K
18 ELCO Management Co., LLC 0.08% 27,124 $160K
19 Curi Capital, LLC 0.07% 659,354 $3.9M
20 Clay Northam Wealth Management, LLC 0.07% 20,683 $122K
21 Naples Global Advisors, LLC 0.06% 148,563 $877K
22 Water Island Capital LLC 0.04% 67,573 $399K
23 Caldwell Sutter Capital, INC. 0.04% 18,309 $108K
24 Hotchkis & Wiley Capital Management LLC 0.04% 2,115,460 $12.5M
25 Prelude Capital Management, LLC 0.04% 80,000 $472K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their FFWM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FFWM?

Slight buying edge — 51% buying: Last quarter: 75 funds bought or added vs 73 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 — 24% AUM from major funds: 36 of 151 holders rank in the top 100 by AUM, accounting for 24% 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?

56% of holders stayed for 2+ years: 84 out of 151 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.

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