We are live on ! Find out more
CUBI icon

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
BlackRock
1
BlackRock
New York
$226M -$3.61M -68,688 -2%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$177M +$47.4M +902,406 +34%
Vanguard Group
3
Vanguard Group
Pennsylvania
$104M -$3.58M -68,241 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$102M -$5.61M -106,865 -5%
State Street
5
State Street
Massachusetts
$79.6M -$15.8M -301,730 -16%
HRCM
6
Hood River Capital Management
Florida
$75.3M +$1.5M +28,658 +2%
American Century Companies
7
American Century Companies
Missouri
$41.7M +$2.95M +56,251 +7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$34.8M +$474K +9,026 +1%
N
9
Nuveen
North Carolina
$26.7M +$18.3K +348 +0.1%
Morgan Stanley
10
Morgan Stanley
New York
$23.5M -$1.21M -23,094 -5%
D.E. Shaw & Co
11
D.E. Shaw & Co
New York
$22.5M +$11.6M +220,924 +97%
Charles Schwab
12
Charles Schwab
California
$22.2M -$2.51M -47,871 -10%
JP Morgan Chase
13
JP Morgan Chase
New York
$20M -$1.64M -31,244 -7%
Northern Trust
14
Northern Trust
Illinois
$18.7M -$488K -9,297 -2%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$16.1M +$1.69M +32,216 +11%
ACB
16
Aristotle Capital Boston
Massachusetts
$16M -$2.86M -54,501 -15%
Assenagon Asset Management
17
Assenagon Asset Management
Luxembourg
$14.6M -$6.81M -129,730 -31%
TCM
18
Tieton Capital Management
Washington
$14.2M -$358K -6,830 -2%
Citadel Advisors
19
Citadel Advisors
Florida
$14M -$1.42M -27,110 -9%
Millennium Management
20
Millennium Management
New York
$13.8M +$6.01M +114,430 +71%
UBS Group
21
UBS Group
Switzerland
$13.4M +$6.63M +126,239 +90%
RA
22
Royce & Associates
New York
$13.1M +$468K +8,916 +4%
Goldman Sachs
23
Goldman Sachs
New York
$12.5M -$1.37M -26,172 -10%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.1M -$408K -7,780 -3%
LSV Asset Management
25
LSV Asset Management
Illinois
$11M -$420K -8,000 -4%

CUBI Hedge Fund Activity: Q1 2025 in Review

238 of the 7,457 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.