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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, 77 increasing their positions, 87 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

38% more call options, than puts

Call options by funds: $4.58M | Put options by funds: $3.31M

16% more capital invested

Capital invested by funds: $1.43B → $1.66B (+$233M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

1% more funds holding

Funds holding: 238240 (+2)

0.94% less ownership

Funds ownership: 90.43%89.49% (-0.94%)

11% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 87

Holders
240
Holders Change
+2
Holders Change %
+0.84%
% of All Funds
3.16%
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
30
Calls
$4.58M
Puts
$3.31M
Net Calls
+$1.27M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
KK
151
KLP Kapitalforvaltning
Norway
$335K
Lido Advisors
152
Lido Advisors
California
$332K +$287K +5,657 New
CIA
153
Concurrent Investment Advisors
Florida
$327K +$12.3K +243 +5%
ST
154
Sageworth Trust
Pennsylvania
$320K
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$319K -$8.41K -166 -3%
Victory Capital Management
156
Victory Capital Management
Texas
$310K -$76.1K -1,502 -22%
Amundi
157
Amundi
France
$310K -$356K -7,035 -59%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$309K +$1.93K +38 +0.7%
FWSM
159
First Wilshire Securities Management
California
$288K
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$284K +$245K +4,840 New
Simplex Trading
161
Simplex Trading
Illinois
$281K -$145K -2,867 -37%
MAM
162
Martingale Asset Management
Massachusetts
$272K +$235K +4,634 New
Wealth Enhancement Advisory Services
163
Wealth Enhancement Advisory Services
Minnesota
$269K +$207K +4,077 New
Teacher Retirement System of Texas
164
Teacher Retirement System of Texas
Texas
$267K +$9.37K +185 +4%
VPIM
165
Vanguard Personalized Indexing Management
California
$263K -$3.6K -71 -2%
Squarepoint
166
Squarepoint
New York
$257K -$2.15M -42,440 -91%
Creative Planning
167
Creative Planning
Kansas
$250K +$216K +4,260 New
EWA
168
EP Wealth Advisors
California
$243K -$14.6K -288 -6%
ITFISA
169
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$235K -$50.7K -1,000 -20%
Mariner
170
Mariner
Kansas
$228K -$94.7K -1,869 -32%
MOACM
171
Mutual of America Capital Management
New York
$222K -$23.9K -472 -11%
Pictet Asset Management
172
Pictet Asset Management
Switzerland
$216K -$48.5K -957 -21%
CWM
173
CIBC World Markets
New York
$214K -$148K -2,925 -45%
DS
174
DRW Securities
Illinois
$212K +$181K +3,567 New
CC
175
Corton Capital
Ontario, Canada
$207K +$178K +3,521 New

CUBI Hedge Fund Activity: Q2 2025 in Review

240 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q2 2025, worth a combined $1.66B — up 16% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new CUBI positions and 30 closed out — a net gain of 3 holders — while 77 added to existing stakes and 87 trimmed.

The largest buyer was Anatole Investment Management, opening a new position worth an estimated $15.2M. The largest seller was Citadel Advisors, cutting an estimated $12.4M.

  • 240 institutional investors held Customers Bancorp (CUBI) as of Q2 2025, up from 238 in Q1 2025.
  • Funds reported $1.66B of Customers Bancorp stock for Q2 2025, up 16% quarter-over-quarter.
  • 33 funds opened new Customers Bancorp positions in Q2 2025 and 30 closed out, a net change of +3 holders.
  • The largest Customers Bancorp buyer in Q2 2025 was Anatole Investment Management, an estimated $15.2M added.
  • The largest Customers Bancorp seller in Q2 2025 was Citadel Advisors, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2025.