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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
PS
201
Principal Securities
Iowa
$11.1K +$9.57K +189 New
ACM
202
Aster Capital Management
United Arab Emirates
$9.99K +$8.61K +170 New
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 +$2.79K +55 +120%
HFS
207
Hopwood Financial Services
Virginia
$5.87K
UB
208
UMB Bank
Missouri
$5.82K -$1.11K -22 -18%
TPWA
209
Twin Peaks Wealth Advisors
California
$5.5K +$4.26K +84 New
BIG
210
Brooklyn Investment Group
New York
$5.17K -$304 -6 -6%
EWA
211
EverSource Wealth Advisors
Alabama
$4.99K +$2.13K +42 +98%
MCM
212
MAI Capital Management
Ohio
$4.64K +$4K +79 New
S
213
SignatureFD
Georgia
$4.41K
SWM
214
Spire Wealth Management
Virginia
$4.41K
RIL
215
Rothschild Investment LLC
Illinois
$3.82K +$507 +10 +18%
PFBT
216
Parkside Financial Bank & Trust
Missouri
$3.7K +$2.48K +49 +350%
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 +$2.08K +41 New
HFS
221
Hantz Financial Services
Michigan
$2K +$1.82K +36 +1,200%
CT
222
Clearstead Trust
Maine
$1.88K +$1.62K +32 New
CFB
223
Cullen/Frost Bankers
Texas
$1.29K
PWA
224
Physician Wealth Advisors
Utah
$1.18K -$709 -14 -41%
FMII
225
Farmers & Merchants Investments Inc
Nebraska
$1.18K

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.