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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
PS
201
Principal Securities
Iowa
$11.1K
ACM
202
Aster Capital Management
United Arab Emirates
$9.99K
SC
203
SouthState Corp
Florida
$6.76K
IA
204
IFP Advisors
Florida
$6.58K
HBW
205
Hazlett, Burt & Watson
West Virginia
$6K
FFO
206
Fortitude Family Office
Arizona
$5.93K
HFS
207
Hopwood Financial Services
Virginia
$5.87K
UB
208
UMB Bank
Missouri
$5.82K
TPWA
209
Twin Peaks Wealth Advisors
California
$5.5K
BIG
210
Brooklyn Investment Group
New York
$5.17K
EWA
211
EverSource Wealth Advisors
Alabama
$4.99K
MCM
212
MAI Capital Management
Ohio
$4.64K
S
213
SignatureFD
Georgia
$4.41K
SWM
214
Spire Wealth Management
Virginia
$4.41K
RIL
215
Rothschild Investment LLC
Illinois
$3.82K
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3.7K
CT
217
Colonial Trust
South Carolina
$3.29K
TSMHT
218
Thurston Springer Miller Herd & Titak
Indiana
$3.17K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$2.82K
CA
220
Clearstead Advisors
Ohio
$2.41K
HFS
221
Hantz Financial Services
Michigan
$2K
CT
222
Clearstead Trust
Maine
$1.88K
CFB
223
Cullen/Frost Bankers
Texas
$1.29K
PWA
224
Physician Wealth Advisors
Utah
$1.18K
PPA
225
Painted Porch Advisors
California
$1.18K