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Customers Bancorp

238 hedge funds and large institutions have $1.43B invested in Customers Bancorp in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $1.35B → $1.43B (+$75.8M)

1.76% more ownership

Funds ownership: 88.67%90.43% (+1.8%)

7% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 29

0% more funds holding

Funds holding: 238238 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less call options, than puts

Call options by funds: $2.84M | Put options by funds: $2.98M

9% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 86

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
3.19%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
31
Increased
78
Reduced
86
Closed
29
Calls
$2.84M
Puts
$2.98M
Net Calls
-$136K
Net Calls Change
+$235K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
226
First Horizon Advisors
Tennessee
$953 +$997 +19 New
RA
227
Rise Advisors
New York
$904 +$945 +18 New
WA
228
Whipplewood Advisors
Colorado
$753 +$52 +1 +7%
PFBT
229
Parkside Financial Bank & Trust
Missouri
$703 +$525 +10 +250%
Jones Financial Companies
230
Jones Financial Companies
Missouri
$602 +$630 +12 New
Kayne Anderson Rudnick Investment Management
231
Kayne Anderson Rudnick Investment Management
California
$502
SC
232
Stephens Consulting
Michigan
$502 +$525 +10 New
HCP
233
Hexagon Capital Partners
Arkansas
$301
CA
234
CoreCap Advisors
Michigan
$301 +$315 +6 New
LFG
235
Larson Financial Group
Missouri
$251
IA
236
IFP Advisors
Florida
$201
TWD
237
True Wealth Design
Ohio
$201 +$210 +4 New
AWM
238
Abound Wealth Management
Tennessee
$151 -$52 -1 -25%
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
-$3.93M -80,716 Closed
Canada Pension Plan Investment Board
240
Canada Pension Plan Investment Board
Ontario, Canada
-$1.75M -36,000 Closed
ETC
241
Exchange Traded Concepts
Oklahoma
-$1.03M -21,085 Closed
Marshall Wace
242
Marshall Wace
United Kingdom
-$991K -20,354 Closed
CIC
243
Cornercap Investment Counsel
Georgia
-$500K -10,261 Closed
CFM
244
Crawford Fund Management
Massachusetts
-$487K -10,000 Closed
SA
245
Sanctuary Advisors
Indiana
-$557K -9,714 Closed
YIH
246
Y-Intercept (HK)
Hong Kong
-$461K -9,480 Closed
AA
247
ALPS Advisors
Colorado
-$360K -7,399 Closed
CCIA
248
Campbell & Co Investment Adviser
Maryland
-$333K -6,839 Closed
Parallax Volatility Advisers
249
Parallax Volatility Advisers
California
-$324K -6,650 Closed
MAM
250
Martingale Asset Management
Massachusetts
-$322K -6,614 Closed

CUBI Hedge Fund Activity: Q1 2025 in Review

238 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q1 2025, worth a combined $1.43B — up 5.6% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new CUBI positions and 29 closed out — a net gain of 2 holders — while 78 added to existing stakes and 86 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $47.4M. The largest seller was State Street, cutting an estimated $15.8M.

  • 238 institutional investors held Customers Bancorp (CUBI) as of Q1 2025, unchanged from Q4 2024.
  • Funds reported $1.43B of Customers Bancorp stock for Q1 2025, up 5.6% quarter-over-quarter.
  • 31 funds opened new Customers Bancorp positions in Q1 2025 and 29 closed out, a net change of +2 holders.
  • The largest Customers Bancorp buyer in Q1 2025 was Wellington Management Group, an estimated $47.4M added.
  • The largest Customers Bancorp seller in Q1 2025 was State Street, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2025.