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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, 78 increasing their positions, 87 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more funds holding in top 10

Funds holding in top 10:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

1% more funds holding

Funds holding: 237240 (+3)

0.88% less ownership

Funds ownership: 90.24%89.36% (-0.88%)

10% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 87

Holders
240
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.58M
Puts
$3.31M
Net Calls
Net Calls Change

Top Buyers

1 +$17.6M
2 +$15.8M
3 +$9.52M
4
Invesco
Invesco
Georgia
+$6.65M
5
BCM
Bridgeway Capital Management
Texas
+$6.5M

Top Sellers

1 -$14.3M
2 -$12.6M
3 -$9.83M
4
SC
Shellback Capital
Massachusetts
-$6.55M
5
State Street
State Street
Massachusetts
-$6.15M
Name Holding Trade Value Shares
Change
Change in
Stake
KK
151
KLP Kapitalforvaltning
Norway
$335K
Lido Advisors
152
Lido Advisors
California
$332K
CIA
153
Concurrent Investment Advisors
Florida
$327K
ST
154
Sageworth Trust
Pennsylvania
$320K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$319K
Victory Capital Management
156
Victory Capital Management
Texas
$310K
Amundi
157
Amundi
France
$310K
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$309K
FWSM
159
First Wilshire Securities Management
California
$288K
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$284K
Simplex Trading
161
Simplex Trading
Illinois
$281K
MAM
162
Martingale Asset Management
Massachusetts
$272K
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$269K
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$267K
VPIM
165
Vanguard Personalized Indexing Management
California
$263K
Squarepoint
166
Squarepoint
New York
$257K
Creative Planning
167
Creative Planning
Kansas
$250K
EWA
168
EP Wealth Advisors
California
$243K
ITFISA
169
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$235K
Mariner
170
Mariner
Kansas
$228K
MOACM
171
Mutual of America Capital Management
New York
$222K
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$216K
CWM
173
CIBC World Markets
New York
$214K
DS
174
DRW Securities
Illinois
$212K
CC
175
Corton Capital
Ontario, Canada
$207K