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Customers Bancorp

265 hedge funds and large institutions have $2.02B invested in Customers Bancorp in 2025 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 99 increasing their positions, 79 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 19

72% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $987K

25% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 79

22% more capital invested

Capital invested by funds: $1.66B → $2.02B (+$361M)

10% more funds holding

Funds holding: 240265 (+25)

8.33% more ownership

Funds ownership: 89.49%97.82% (+8.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
265
Holders Change
+25
Holders Change %
+10.42%
% of All Funds
3.48%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
48
Increased
99
Reduced
79
Closed
19
Calls
$1.69M
Puts
$987K
Net Calls
+$706K
Net Calls Change
-$567K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$282M -$1.12M -17,092 -0.4%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$242M +$228K +3,463 +0.1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$141M +$5.34M +81,200 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$126M -$3.18M -48,345 -2%
State Street
5
State Street
Massachusetts
$118M +$21M +318,677 +22%
HRCM
6
Hood River Capital Management
Florida
$112M +$12.4M +189,077 +12%
American Century Companies
7
American Century Companies
Missouri
$61.8M +$4.55M +69,200 +8%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$45.4M -$88.3K -1,343 -0.2%
Morgan Stanley
9
Morgan Stanley
New York
$35.6M +$4.2M +63,798 +13%
N
10
Nuveen
North Carolina
$34.7M -$127K -1,932 -0.4%
Charles Schwab
11
Charles Schwab
California
$31.8M +$3.39M +51,562 +12%
JP Morgan Chase
12
JP Morgan Chase
New York
$28M -$475K -7,227 -2%
DCM
13
Driehaus Capital Management
Illinois
$27.9M +$28M +426,274 New
Northern Trust
14
Northern Trust
Illinois
$26.5M +$2.36M +35,840 +10%
Allspring Global Investments
15
Allspring Global Investments
North Carolina
$25.7M +$1.9M +28,928 +8%
TI
16
Tidal Investments
Wisconsin
$22.5M +$2.76M +41,997 +14%
Millennium Management
17
Millennium Management
New York
$21.4M +$17.6M +268,056 +449%
ACB
18
Aristotle Capital Boston
Massachusetts
$19.6M -$122K -1,850 -0.6%
Assenagon Asset Management
19
Assenagon Asset Management
Luxembourg
$19M +$4.3M +65,382 +29%
TCM
20
Tieton Capital Management
Washington
$19M +$594K +9,029 +3%
D.E. Shaw & Co
21
D.E. Shaw & Co
New York
$18.3M -$6.7M -101,829 -27%
RA
22
Royce & Associates
New York
$17.5M -$1.13M -17,129 -6%
PFMOSF
23
Philadelphia Financial Management of San Francisco
California
$17.4M -$253K -3,846 -1%
SC
24
Shellback Capital
Massachusetts
$17.3M +$17.4M +264,617 New
Goldman Sachs
25
Goldman Sachs
New York
$15.5M +$1.89M +28,796 +14%

CUBI Hedge Fund Activity: Q3 2025 in Review

265 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Customers Bancorp (CUBI) for Q3 2025, worth a combined $2.02B — up 22% from $1.66B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new CUBI positions and 19 closed out — a net gain of 29 holders — while 99 added to existing stakes and 79 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $28M. The largest seller was Anatole Investment Management, exiting entirely with an estimated $17.6M sold.

  • 265 institutional investors held Customers Bancorp (CUBI) as of Q3 2025, up from 240 in Q2 2025.
  • Funds reported $2.02B of Customers Bancorp stock for Q3 2025, up 22% quarter-over-quarter.
  • 48 funds opened new Customers Bancorp positions in Q3 2025 and 19 closed out, a net change of +29 holders.
  • The largest Customers Bancorp buyer in Q3 2025 was Driehaus Capital Management, an estimated $28M added.
  • The largest Customers Bancorp seller in Q3 2025 was Anatole Investment Management, an estimated $17.6M sold.

Based on aggregated 13F filings for Q3 2025.