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Independent Bank

332 hedge funds and large institutions have $3.1B invested in Independent Bank in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

4% more funds holding

Funds holding: 319332 (+13)

1% more capital invested

Capital invested by funds: $3.07B → $3.1B (+$22.5M)

0.01% more ownership

Funds ownership: 84.76%84.77% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 121

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $797K

Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
108
Reduced
121
Closed
20
Calls
Puts
$797K
Net Calls
-$797K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
I
226
InceptionR
California
$215K +$224K +2,862 New
William Blair & Company
227
William Blair & Company
Illinois
$214K +$3.76K +48 +2%
Truist Financial
228
Truist Financial
North Carolina
$213K -$6.43K -82 -3%
SFA
229
Sequoia Financial Advisors
Ohio
$209K -$65.9K -841 -23%
SLAM
230
Swiss Life Asset Management
$207K +$216K +2,755 New
NPA
231
Nichols & Pratt Advisers
Massachusetts
$207K
KeyBank National Association
232
KeyBank National Association
Ohio
$203K +$212K +2,699 New
TRCT
233
Tower Research Capital (TRC)
New York
$200K -$202K -2,582 -49%
NF
234
Napier Financial
Massachusetts
$193K +$201K +2,567 New
PWPS
235
Pinnacle Wealth Planning Services
Ohio
$183K -$235 -3 -0.1%
SWM
236
SHP Wealth Management
Massachusetts
$178K -$1.1K -14 -0.6%
DJSG
237
D.J. St. Germain
Massachusetts
$168K +$314 +4 +0.2%
Osaic Holdings
238
Osaic Holdings
Arizona
$161K -$135K -1,722 -45%
SO
239
STRS Ohio
Ohio
$135K -$31.4K -400 -18%
KBC Group
240
KBC Group
Belgium
$134K
Jones Financial Companies
241
Jones Financial Companies
Missouri
$134K +$142K +1,810 +45,250%
SCM
242
Sterling Capital Management
North Carolina
$125K -$97.1K -1,239 -43%
FFA
243
Farther Finance Advisors
California
$119K +$2.27K +29 +2%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$87.2K +$25.2K +322 +39%
GI
245
GAMMA Investing
California
$76.9K +$15.5K +198 +24%
HFS
246
Hantz Financial Services
Michigan
$68K +$51.5K +657 +267%
EWA
247
EverSource Wealth Advisors
Alabama
$67.5K +$15.1K +193 +27%
ASN
248
Advisory Services Network
Georgia
$56.5K +$58.9K +751 New
CFB
249
Cullen/Frost Bankers
Texas
$54K +$5.33K +68 +10%
Northwestern Mutual Wealth Management
250
Northwestern Mutual Wealth Management
Wisconsin
$47.7K +$49.7K +634 New