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Customers Bancorp
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Overview Fund Activity

237 hedge funds and large institutions have $1.43B invested in Customers Bancorp in 2025 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
237
Holders Change
–
Holders Change %
0%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
77
Reduced
86
Closed
28
Calls
$2.84M
Puts
$2.98M
Net Calls
-$136K
Net Calls Change
+$235K

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$177M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$22.5M
3
UBS Group
3
UBS Group
Switzerland
$13.4M
4
Millennium Management
4
Millennium Management
New York
$13.8M
5
SG Americas Securities
5
SG Americas Securities
New York
$5.51M

Top Sellers

1
State Street
1
State Street
Massachusetts
$79.6M
2
Assenagon Asset Management
2
Assenagon Asset Management
Luxembourg
$14.6M
3
Squarepoint
3
Squarepoint
New York
$2.35M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$102M
5
GLA
5
Great Lakes Advisors
Illinois
$710K
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
226
Rise Advisors
New York
$904 +$904 +18 New
WA
227
Whipplewood Advisors
Colorado
$753 +$47 +1 +7%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$703 +$502 +10 +250%
Jones Financial Companies
229
Jones Financial Companies
Missouri
$602 +$602 +12 New
Kayne Anderson Rudnick Investment Management
230
Kayne Anderson Rudnick Investment Management
California
$502 – – –
SC
231
Stephens Consulting
Michigan
$502 +$502 +10 New
HCP
232
Hexagon Capital Partners
Arkansas
$301 – – –
CA
233
CoreCap Advisors
Michigan
$301 +$301 +6 New
LFG
234
Larson Financial Group
Missouri
$251 – – –
IA
235
IFP Advisors
Florida
$201 -$195 – –
TWD
236
True Wealth Design
Ohio
$201 +$201 +4 New
AWM
237
Abound Wealth Management
Tennessee
$151 -$50 -1 -25%
Balyasny Asset Management
238
Balyasny Asset Management
Illinois
– -$3.93M -80,716 Closed
Canada Pension Plan Investment Board
239
Canada Pension Plan Investment Board
Ontario, Canada
– -$1.75M -36,000 Closed
ETC
240
Exchange Traded Concepts
Oklahoma
– -$1.03M -21,085 Closed
Marshall Wace
241
Marshall Wace
United Kingdom
– -$991K -20,354 Closed
CIC
242
Cornercap Investment Counsel
Georgia
– -$500K -10,261 Closed
CFM
243
Crawford Fund Management
Massachusetts
– -$487K -10,000 Closed
YIH
244
Y-Intercept (HK)
Hong Kong
– -$461K -9,480 Closed
AA
245
ALPS Advisors
Colorado
– -$360K -7,399 Closed
CCIA
246
Campbell & Co Investment Adviser
Maryland
– -$333K -6,839 Closed
Parallax Volatility Advisers
247
Parallax Volatility Advisers
California
– -$324K -6,650 Closed
MAM
248
Martingale Asset Management
Massachusetts
– -$322K -6,614 Closed
State of Wisconsin Investment Board
249
State of Wisconsin Investment Board
Wisconsin
– -$268K -5,504 Closed
HSBC Holdings
250
HSBC Holdings
United Kingdom
– -$202K -4,170 Closed
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