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Independent Bank Corp
IBCP

174 hedge funds and large institutions have $588M invested in Independent Bank Corp in 2026 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 68 increasing their positions, 46 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 46

2.56% more ownership

Funds ownership: 83.29% → 85.85% (+2.6%)

5% more capital invested

Capital invested by funds: $561M → $588M (+$27.7M)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

2% less funds holding

Funds holding: 178 → 174 (-4)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
174
Holders Change
-4
Holders Change %
-2.25%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
68
Reduced
46
Closed
27
Calls
$260K
Puts
–
Net Calls
+$260K
Net Calls Change
+$257K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$15.5M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$5.86M
4
Goldman Sachs
Goldman Sachs
New York
+$5.69M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$3.17M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.9M
2
FCM
FJ Capital Management
Virginia
-$6.24M
3
MCM
Maltese Capital Management
New York
-$3.46M
4
TI
Trexquant Investment
Connecticut
-$2.53M
5
BlackRock
BlackRock
New York
-$2.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$5.63K – – –
GI
152
GAMMA Investing
California
$5.13K – – –
IA
153
IFP Advisors
Florida
$4.89K +$34 +1 +0.7%
IPS
154
Investors Portfolio Services
Washington
$3.75K +$3.89K +113 New
B
155
Bayban
Minnesota
$3.33K – – –
MCM
156
MAI Capital Management
Ohio
$3.23K +$138 +4 +4%
HNB
157
Huntington National Bank
Ohio
$2.4K – – –
PWA
158
Physician Wealth Advisors
Utah
$2.3K – – –
EP
159
Essential Partners
California
$2.26K +$172 +5 +8%
KFAS
160
Keating Financial Advisory Services
Kansas
$1.9K +$1.96K +57 New
SAM
161
Smartleaf Asset Management
Massachusetts
$1.87K +$723 +21 +58%
RIL
162
Rothschild Investment LLC
Illinois
$1.23K +$172 +5 +16%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$1.23K +$1.31K +38 New
RFP
164
Root Financial Partners
California
$1.1K +$1.14K +33 New
TWD
165
True Wealth Design
Ohio
$966 – – –
TM
166
Torren Management
California
$913 – – –
IAIM
167
International Assets Investment Management
Florida
$672 – – –
SHIM
168
Stone House Investment Management
Pennsylvania
$400 +$413 +12 New
MPWT
169
MassMutual Private Wealth & Trust
Connecticut
$333 – – –
AAP
170
Arax Advisory Partners
Colorado
$266 +$103 +3 +60%
SS
171
Sunbelt Securities
Texas
$67 – – –
Two Sigma Advisers
172
Two Sigma Advisers
New York
– -$3.58M -109,900 Closed
JFG
173
Jefferies Financial Group
New York
– -$1.81M -55,600 Closed
Balyasny Asset Management
174
Balyasny Asset Management
Illinois
– -$951K -29,233 Closed
D.E. Shaw & Co
175
D.E. Shaw & Co
New York
– -$681K -20,945 Closed
4 5 6
7
8

IBCP Hedge Fund Activity: Q1 2026 in Review

174 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Independent Bank Corp (IBCP) for Q1 2026, worth a combined $588M — up 4.9% from $561M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IBCP and 26 opened new positions — a net loss of 1 holder — while 46 trimmed existing stakes and 68 added.

The largest buyer was Charles Schwab, adding an estimated $15.5M. The largest seller was Fidelity Investments, cutting an estimated $12.9M.

  • 174 institutional investors held Independent Bank Corp (IBCP) as of Q1 2026, down from 178 in Q4 2025.
  • Funds reported $588M of Independent Bank Corp stock for Q1 2026, up 4.9% quarter-over-quarter.
  • 26 funds opened new Independent Bank Corp positions in Q1 2026 and 27 closed out, a net change of -1 holder.
  • The largest Independent Bank Corp buyer in Q1 2026 was Charles Schwab, an estimated $15.5M added.
  • The largest Independent Bank Corp seller in Q1 2026 was Fidelity Investments, an estimated $12.9M sold.

Based on aggregated 13F filings for Q1 2026.