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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
SAM
176
Shell Asset Management
Netherlands
$163K -$88.6K -1,688 -34%
AIP
177
Ameritas Investment Partners
Nebraska
$156K
CCM
178
Coldstream Capital Management
Washington
$150K +$156K +2,979 New
Carson Wealth (CWM LLC)
179
Carson Wealth (CWM LLC)
Nebraska
$118K -$4.51K -86 -4%
GI
180
GAMMA Investing
California
$94.7K +$21.2K +403 +27%
TRCT
181
Tower Research Capital (TRC)
New York
$85.4K -$401K -7,638 -82%
Osaic Holdings
182
Osaic Holdings
Arizona
$85.3K -$5.3K -101 -6%
SAM
183
Smartleaf Asset Management
Massachusetts
$75.9K -$6.77K -129 -8%
KBC Group
184
KBC Group
Belgium
$75K
DekaBank Deutsche Girozentrale
185
DekaBank Deutsche Girozentrale
Germany
$58K
RI
186
Ridgewood Investments
New Jersey
$50.2K
US Bancorp
187
US Bancorp
Minnesota
$45.5K
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$32.2K -$7.24K -138 -18%
PAS
189
Point72 Asia (Singapore)
Singapore
$28.1K -$20K -381 -40%
Ohio Public Employees Retirement System (OPERS)
190
Ohio Public Employees Retirement System (OPERS)
Ohio
$26K +$3.15K +60 +13%
PMAM
191
Picton Mahoney Asset Management
Ontario, Canada
$24K -$5.3K -101 -17%
AssetMark Inc
192
AssetMark Inc
California
$22.5K +$2.36K +45 +11%
FFA
193
Farther Finance Advisors
California
$22.1K -$2.94K -56 -11%
Nomura Asset Management
194
Nomura Asset Management
Japan
$22.1K +$23.1K +440 New
HCA
195
Harbor Capital Advisors
Illinois
$16K +$4.41K +84 +37%
QCG
196
Quadrant Capital Group
Ohio
$15.6K
VCM
197
Versant Capital Management
Arizona
$15.3K
QL
198
Quarry LP
New York
$14.4K +$14.2K +271 +1,807%
AF
199
Allworth Financial
California
$11.7K
Bessemer Group
200
Bessemer Group
New Jersey
$11K +$7.19K +137 +169%

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.