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Customers Bancorp
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Overview Fund Activity

239 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 29 closing their positions.

Holders
239
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.21%
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
29
Calls
$4.59M
Puts
$3.31M
Net Calls
+$1.27M
Net Calls Change
+$1.41M

Top Buyers

1
AIM
1
Anatole Investment Management
Hong Kong
$17.6M
2
PFMOSF
2
Philadelphia Financial Management of San Francisco
California
$15.8M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$217M
4
Invesco
4
Invesco
Georgia
$13.8M
5
BCM
5
Bridgeway Capital Management
Texas
$6.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.02M
2
Millennium Management
2
Millennium Management
New York
$3.51M
3
BlackRock
3
BlackRock
New York
$254M
4
SC
4
Shellback Capital
Massachusetts
$0
5
State Street
5
State Street
Massachusetts
$87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Lido Advisors
151
Lido Advisors
California
$332K +$332K +5,657 New
CIA
152
Concurrent Investment Advisors
Florida
$327K +$14.3K +243 +5%
ST
153
Sageworth Trust
Pennsylvania
$320K – – –
PNC Financial Services Group
154
PNC Financial Services Group
Pennsylvania
$319K -$9.75K -166 -3%
Victory Capital Management
155
Victory Capital Management
Texas
$310K -$88.2K -1,502 -22%
Amundi
156
Amundi
France
$310K -$454K -7,035 -59%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$309K +$2.23K +38 +0.7%
FWSM
158
First Wilshire Securities Management
California
$288K – – –
Balyasny Asset Management
159
Balyasny Asset Management
Illinois
$284K +$284K +4,840 New
Simplex Trading
160
Simplex Trading
Illinois
$281K -$168K -2,867 -37%
MAM
161
Martingale Asset Management
Massachusetts
$272K +$272K +4,634 New
Wealth Enhancement Advisory Services
162
Wealth Enhancement Advisory Services
Minnesota
$269K +$269K +4,077 New
Teacher Retirement System of Texas
163
Teacher Retirement System of Texas
Texas
$267K +$10.9K +185 +4%
VPIM
164
Vanguard Personalized Indexing Management
California
$263K -$4.17K -71 -2%
Squarepoint
165
Squarepoint
New York
$257K -$2.49M -42,440 -91%
Creative Planning
166
Creative Planning
Kansas
$250K +$250K +4,260 New
EWA
167
EP Wealth Advisors
California
$243K -$16.9K -288 -6%
ITFISA
168
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$235K -$58.7K -1,000 -20%
Mariner
169
Mariner
Kansas
$228K -$110K -1,869 -32%
MOACM
170
Mutual of America Capital Management
New York
$222K -$27.7K -472 -11%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$216K -$56.2K -957 -21%
CWM
172
CIBC World Markets
New York
$214K -$172K -2,925 -45%
DS
173
DRW Securities
Illinois
$212K +$212K +3,567 New
CC
174
Corton Capital
Ontario, Canada
$207K +$207K +3,521 New
AIP
175
Ameritas Investment Partners
Nebraska
$182K – – –
5 6
7
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