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Independent Bank

294 hedge funds and large institutions have $2.44B invested in Independent Bank in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 94

3.81% more ownership

Funds ownership: 87.12%90.94% (+3.8%)

2% more funds holding

Funds holding: 288294 (+6)

5% more capital invested

Capital invested by funds: $2.33B → $2.44B (+$109M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $12K | Put options by funds: $673K

Holders
294
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
109
Reduced
94
Closed
25
Calls
$12K
Puts
$673K
Net Calls
-$661K
Net Calls Change
-$636K
Name Holding Trade Value Shares
Change
Change in
Stake
DB
226
Danske Bank
Denmark
$37.7K +$24.3K +400 +200%
SWP
227
Strategic Wealth Partners
Ohio
$35.5K +$34.3K +565 New
SAM
228
Smartleaf Asset Management
Massachusetts
$35.1K -$25.9K -426 -44%
EWA
229
EverSource Wealth Advisors
Alabama
$34.6K +$23.4K +385 +233%
Ohio Public Employees Retirement System (OPERS)
230
Ohio Public Employees Retirement System (OPERS)
Ohio
$34.4K -$1.7K -28 -5%
AssetMark Inc
231
AssetMark Inc
California
$33.8K
Nomura Asset Management
232
Nomura Asset Management
Japan
$30.8K
MCM
233
MAI Capital Management
Ohio
$28.8K +$1.64K +27 +6%
CH
234
Canton Hathaway
Rhode Island
$27K
AAG
235
Armstrong Advisory Group
Massachusetts
$23.8K
GI
236
GAMMA Investing
California
$23.6K -$3.22K -53 -12%
SPIA
237
Steward Partners Investment Advisory
New York
$23.5K +$182 +3 +0.8%
PSB
238
Piscataqua Savings Bank
New Hampshire
$21.5K
VCM
239
Versant Capital Management
Arizona
$19.5K -$1.4K -23 -7%
MPWT
240
MassMutual Private Wealth & Trust
Connecticut
$17.2K -$3.34K -55 -17%
Fifth Third Bancorp
241
Fifth Third Bancorp
Ohio
$17K -$5.05K -83 -24%
CA
242
Clearstead Advisors
Ohio
$17K +$16.4K +270 New
FHA
243
First Horizon Advisors
Tennessee
$14.2K
AAP
244
Arax Advisory Partners
Colorado
$13.6K +$12.3K +202 +1,443%
UB
245
UMB Bank
Missouri
$13.6K +$4.74K +78 +57%
GWM
246
Geneos Wealth Management
Colorado
$13.3K -$21.6K -355 -63%
CIAM
247
Caitong International Asset Management
Hong Kong
$13K +$12.6K +207 New
Simplex Trading
248
Simplex Trading
Illinois
$13K +$13K +214 New
HWM
249
HighMark Wealth Management
Minnesota
$11.5K +$122 +2 +1%
WA
250
WPG Advisers
Maryland
$11.4K

INDB Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2025, worth a combined $2.44B — up 4.7% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new INDB positions and 25 closed out — a net gain of 9 holders — while 109 added to existing stakes and 94 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $38M. The largest seller was American Century Companies, cutting an estimated $7.18M.

  • 294 institutional investors held Independent Bank (INDB) as of Q2 2025, up from 288 in Q1 2025.
  • Funds reported $2.44B of Independent Bank stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 34 funds opened new Independent Bank positions in Q2 2025 and 25 closed out, a net change of +9 holders.
  • The largest Independent Bank buyer in Q2 2025 was AllianceBernstein, an estimated $38M added.
  • The largest Independent Bank seller in Q2 2025 was American Century Companies, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2025.