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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
BlackRock
1
BlackRock
New York
$254M -$8.47M -167,275 -4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$217M +$8.21M +162,031 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$122M +$239K +4,717 +0.2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$116M -$2.47M -48,700 -2%
HRCM
5
Hood River Capital Management
Florida
$89.5M +$1.19M +23,416 +2%
State Street
6
State Street
Massachusetts
$87M -$5.3M -104,682 -7%
American Century Companies
7
American Century Companies
Missouri
$51.5M +$2.36M +46,602 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$40.8M +$126K +2,494 +0.4%
N
9
Nuveen
North Carolina
$31.3M +$103K +2,041 +0.4%
Morgan Stanley
10
Morgan Stanley
New York
$28.2M +$615K +12,137 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$25.6M +$1.89M +37,309 +9%
Charles Schwab
12
Charles Schwab
California
$25.5M -$360K -7,098 -2%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$23M +$2.65M +52,211 +16%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$22.4M -$3.38M -66,803 -15%
Northern Trust
15
Northern Trust
Illinois
$21.7M -$182K -3,586 -1%
TI
16
Tidal Investments
Wisconsin
$17.7M +$4.77M +94,105 +45%
ACB
17
Aristotle Capital Boston
Massachusetts
$17.7M -$852K -16,821 -5%
AIM
18
Anatole Investment Management
Hong Kong
$17.6M +$15.2M +299,500 New
RA
19
Royce & Associates
New York
$16.7M +$1.19M +23,453 +9%
TCM
20
Tieton Capital Management
Washington
$16.5M -$118K -2,325 -0.8%
PFMOSF
21
Philadelphia Financial Management of San Francisco
California
$15.8M +$13.7M +269,491 New
Invesco
22
Invesco
Georgia
$13.8M +$5.73M +113,172 +93%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$13.2M -$3.32M -65,499 -23%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$12.9M -$40.1K -792 -0.4%
UBS Group
25
UBS Group
Switzerland
$12.4M -$2.86M -56,477 -21%

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.