We are live on ! Find out more
CUBI icon

Customers Bancorp

240 hedge funds and large institutions have $1.66B invested in Customers Bancorp in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more call options, than puts

Call options by funds: $4.58M | Put options by funds: $3.31M

16% more capital invested

Capital invested by funds: $1.43B → $1.66B (+$233M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% more funds holding

Funds holding: 238240 (+2)

0.94% less ownership

Funds ownership: 90.43%89.49% (-0.94%)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
77
Reduced
87
Closed
30
Calls
$4.58M
Puts
$3.31M
Net Calls
+$1.27M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
226
Painted Porch Advisors
California
$1.18K
SS
227
SBI Securities
Japan
$1.18K
FHA
228
First Horizon Advisors
Tennessee
$1.12K
AAP
229
Arax Advisory Partners
Colorado
$1.06K +$912 +18 New
C
230
Covestor
United Kingdom
$1K -$1.27K -25 -68%
HWM
231
Hemington Wealth Management
Virginia
$1K -$253 -5 -17%
AW
232
Avion Wealth
Texas
$1K
WA
233
Whipplewood Advisors
Colorado
$881 -$51 -1 -6%
RA
234
Rise Advisors
New York
$587 -$405 -8 -44%
Kayne Anderson Rudnick Investment Management
235
Kayne Anderson Rudnick Investment Management
California
$587
DF
236
DecisionPoint Financial
Arizona
$560 +$456 +9 New
KG
237
Kilter Group
New York
$529 +$456 +9 New
LFG
238
Larson Financial Group
Missouri
$470 +$152 +3 +60%
Jones Financial Companies
239
Jones Financial Companies
Missouri
$236 -$405 -8 -67%
TWD
240
True Wealth Design
Ohio
$235
AWM
241
Abound Wealth Management
Tennessee
$177
SC
242
Shellback Capital
Massachusetts
-$6.55M -130,423 Closed
TI
243
Trexquant Investment
Connecticut
-$5.4M -107,559 Closed
WAM
244
Wolverine Asset Management
Illinois
-$4.07M -81,034 Closed
CSS
245
Cubist Systematic Strategies
Connecticut
-$3.94M -78,561 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
-$2.53M -50,397 Closed
FRM
247
Fox Run Management
Connecticut
-$1.13M -22,481 Closed
CF
248
Corebridge Financial
Texas
-$776K -15,449 Closed
CMF
249
Counterpoint Mutual Funds
California
-$738K -14,693 Closed
TC
250
TwinBeech Capital
New York
-$671K -13,361 Closed

CUBI Hedge Fund Activity: Q2 2025 in Review

240 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2025, worth a combined $1.66B — up 16% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CUBI positions and 30 closed out — a net gain of 3 holders — while 77 added to existing stakes and 87 trimmed.

The largest buyer was Anatole Investment Management, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $12.4M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $1.66B of Customers Bancorp stock for Q2 2025, up 16% quarter-over-quarter.
  • 33 funds opened new Customers Bancorp positions in Q2 2025 and 30 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q2 2025 was Anatole Investment Management, an estimated $15.2M added.
  • The largest Customers Bancorp seller in Q2 2025 was Citadel Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2025.