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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
HFS
201
Hughes Financial Services
Virginia
$10.1K +$10.4K +198 New
SPIA
202
Steward Partners Investment Advisory
New York
$10K
UB
203
UMB Bank
Missouri
$6.07K +$2K +38 +46%
SC
204
SouthState Corp
Florida
$5.77K +$6.04K +115 New
SW
205
SVB Wealth
Massachusetts
$5.32K +$5.56K +106 New
HFS
206
Hopwood Financial Services
Virginia
$5.02K
HBW
207
Hazlett, Burt & Watson
West Virginia
$5K
BIG
208
Brooklyn Investment Group
New York
$4.72K +$997 +19 +25%
S
209
SignatureFD
Georgia
$3.77K
SWM
210
Spire Wealth Management
Virginia
$3.77K
CT
211
Colonial Trust
South Carolina
$2.8K
RIL
212
Rothschild Investment LLC
Illinois
$2.76K +$1.05K +20 +57%
TSMHT
213
Thurston Springer Miller Herd & Titak
Indiana
$2.71K -$10.8K -205 -79%
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$2.41K
FFO
215
Fortitude Family Office
Arizona
$2.31K
EWA
216
EverSource Wealth Advisors
Alabama
$2.16K +$1.16K +22 +105%
C
217
Covestor
United Kingdom
$2K -$2.41K -46 -55%
PWA
218
Physician Wealth Advisors
Utah
$1.71K +$1.78K +34 New
Group One Trading
219
Group One Trading
Illinois
$1.56K -$10.6K -201 -87%
CFB
220
Cullen/Frost Bankers
Texas
$1.1K
FMII
221
Farmers & Merchants Investments Inc
Nebraska
$1K
PPA
222
Painted Porch Advisors
California
$1K
SS
223
SBI Securities
Japan
$1K
AW
224
Avion Wealth
Texas
$1K
HWM
225
Hemington Wealth Management
Virginia
$1K

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.