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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
TCM
151
Teza Capital Management
Illinois
$314K -$43.9K -836 -12%
QCM
152
Quantinno Capital Management
New York
$305K +$319K +6,084 New
ACP
153
Arcus Capital Partners
Georgia
$305K +$319K +6,077 New
OAM
154
Oxford Asset Management
United Kingdom
$294K +$308K +5,864 New
M1FG
155
Mach-1 Financial Group
Arkansas
$290K +$303K +5,780 New
Mariner
156
Mariner
Kansas
$289K +$69.7K +1,327 +30%
KK
157
KLP Kapitalforvaltning
Norway
$286K -$551K -10,500 -65%
PNC Financial Services Group
158
PNC Financial Services Group
Pennsylvania
$281K +$997 +19 +0.3%
ST
159
Sageworth Trust
Pennsylvania
$274K
Royal Bank of Canada
160
Royal Bank of Canada
Ontario, Canada
$269K +$29K +553 +12%
CIA
161
Concurrent Investment Advisors
Florida
$267K +$279K +5,319 New
Bank of Montreal
162
Bank of Montreal
Ontario, Canada
$262K +$274K +5,220 New
ITFISA
163
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$251K
HTC
164
Haverford Trust Company
Pennsylvania
$249K +$261K +4,970 New
FWSM
165
First Wilshire Securities Management
California
$246K -$262K -5,000 -51%
Pathstone Holdings
166
Pathstone Holdings
New Jersey
$237K -$162K -3,082 -39%
MML Investors Services
167
MML Investors Services
Massachusetts
$237K +$248K +4,726 New
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$233K
VPIM
169
Vanguard Personalized Indexing Management
California
$228K +$16.8K +320 +8%
EWA
170
EP Wealth Advisors
California
$222K +$11.7K +223 +5%
Teacher Retirement System of Texas
171
Teacher Retirement System of Texas
Texas
$219K +$229K +4,357 New
CC
172
Centiva Capital
New York
$218K +$228K +4,345 New
MOACM
173
Mutual of America Capital Management
New York
$213K -$8.97K -171 -4%
PD
174
Point72 (DIFC)
United Arab Emirates
$212K +$58.9K +1,122 +36%
GSC
175
Ground Swell Capital
South Carolina
$208K +$218K +4,151 New

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.