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Customers Bancorp
CUBI

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: 240 → 265 (+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: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
DCM
Driehaus Capital Management
Illinois
+$28M
2
State Street
State Street
Massachusetts
+$21M
3
Millennium Management
Millennium Management
New York
+$17.6M
4
SC
Shellback Capital
Massachusetts
+$17.4M
5
EA
Emerald Advisers
Pennsylvania
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
AIM
Anatole Investment Management
Hong Kong
-$17.6M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$6.7M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.1M
4
LSV Asset Management
LSV Asset Management
Illinois
-$4.01M
5
SDIC
South Dakota Investment Council
South Dakota
-$3.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
251
Wealthspire Advisors (New York)
New York
$1.31K +$1.31K +20 New
AW
252
Avion Wealth
Texas
$1K – – –
HWM
253
Hemington Wealth Management
Virginia
$1K – – –
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$654 – – –
RA
255
Rise Advisors
New York
$654 – – –
KG
256
Kilter Group
New York
$654 +$66 +1 +11%
FC
257
Financial Consulate
Maryland
$654 +$658 +10 New
DF
258
DecisionPoint Financial
Arizona
$581 – – –
LFG
259
Larson Financial Group
Missouri
$327 -$197 -3 -38%
Jones Financial Companies
260
Jones Financial Companies
Missouri
$270 – – –
TWD
261
True Wealth Design
Ohio
$262 – – –
IA
262
IFP Advisors
Florida
$261 +$263 +4 New
AWM
263
Abound Wealth Management
Tennessee
$197 – – –
PA
264
Parallel Advisors
California
$65 +$66 +1 New
AIM
265
Anatole Investment Management
Hong Kong
– -$17.6M -299,500 Closed
ECM
266
ExodusPoint Capital Management
New York
– -$1.77M -30,133 Closed
MCP
267
Militia Capital Partners
Nevada
– -$1.47M -25,000 Closed
Walleye Capital
268
Walleye Capital
New York
– -$1.24M -21,185 Closed
HSA
269
Hussman Strategic Advisors
Maryland
– -$1.23M -21,000 Closed
Arrowstreet Capital
270
Arrowstreet Capital
Massachusetts
– -$912K -15,518 Closed
Macquarie Group
271
Macquarie Group
Australia
– -$476K -8,100 Closed
RAM
272
Readystate Asset Management
Illinois
– -$468K -7,960 Closed
CC
273
Centiva Capital
New York
– -$441K -7,509 Closed
GCP
274
GSA Capital Partners
United Kingdom
– -$390K -6,646 Closed
TCM
275
Teza Capital Management
Illinois
– -$350K -5,952 Closed
8 9 10
11
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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.