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Customers Bancorp

265 hedge funds and large institutions have $2.02B invested in Customers Bancorp in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

72% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $987K

25% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 79

22% more capital invested

Capital invested by funds: $1.66B → $2.02B (+$361M)

10% more funds holding

Funds holding: 240265 (+25)

8.33% more ownership

Funds ownership: 89.49%97.82% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
99
Reduced
79
Closed
19
Calls
$1.69M
Puts
$987K
Net Calls
+$706K
Net Calls Change
-$567K
Name Holding Trade Value Shares
Change
Change in
Stake
SC
226
SouthState Corp
Florida
$7.52K
AAP
227
Arax Advisory Partners
Colorado
$7.26K +$6.12K +93 +517%
HIM
228
Hillsdale Investment Management
Ontario, Canada
$7.19K +$7.24K +110 New
HBW
229
Hazlett, Burt & Watson
West Virginia
$7K
Optiver Holding
230
Optiver Holding
Netherlands
$6.93K +$6.97K +106 New
EWA
231
EverSource Wealth Advisors
Alabama
$6.8K +$1.25K +19 +22%
FFO
232
Fortitude Family Office
Arizona
$6.6K
HFS
233
Hopwood Financial Services
Virginia
$6.54K
SL
234
Salomon & Ludwin
Virginia
$6.06K +$6.18K +94 New
Northwestern Mutual Wealth Management
235
Northwestern Mutual Wealth Management
Wisconsin
$5.88K +$5.92K +90 New
SWM
236
Spire Wealth Management
Virginia
$4.9K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$4.12K
CT
238
Colonial Trust
South Carolina
$3.33K -$395 -6 -11%
JWM
239
JPL Wealth Management
Colorado
$3.27K +$3.29K +50 New
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$3.14K
RIL
241
Rothschild Investment LLC
Illinois
$2.94K -$1.31K -20 -31%
CA
242
Clearstead Advisors
Ohio
$2.68K
CMA
243
Cedar Mountain Advisors
Oregon
$2.62K +$2.63K +40 New
CT
244
Clearstead Trust
Maine
$2.09K
CFB
245
Cullen/Frost Bankers
Texas
$1.44K
SS
246
SBI Securities
Japan
$1.44K +$132 +2 +10%
TPBG
247
Turning Point Benefit Group
Maryland
$1.35K +$1.38K +21 New
PWA
248
Physician Wealth Advisors
Utah
$1.31K
FMII
249
Farmers & Merchants Investments Inc
Nebraska
$1.31K
PPA
250
Painted Porch Advisors
California
$1.31K

CUBI Hedge Fund Activity: Q3 2025 in Review

265 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2025, worth a combined $2.02B — up 22% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CUBI positions and 19 closed out — a net gain of 29 holders — while 99 added to existing stakes and 79 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $28M. The largest seller was Anatole Investment Management, exiting entirely with an estimated $17.6M sold.

  • 265 institutional investors held Customers Bancorp (CUBI) as of Q3 2025, up from 240 in Q2 2025.
  • Funds reported $2.02B of Customers Bancorp stock for Q3 2025, up 22% quarter-over-quarter.
  • 48 funds opened new Customers Bancorp positions in Q3 2025 and 19 closed out, a net change of +29 holders.
  • The largest Customers Bancorp buyer in Q3 2025 was Driehaus Capital Management, an estimated $28M added.
  • The largest Customers Bancorp seller in Q3 2025 was Anatole Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.