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Independent Bank
INDB

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: 319 → 332 (+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: 3 → 3 (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

Top Buyers

1
CCM
Channing Capital Management
Illinois
+$73.7M
2
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
+$17.9M
3
RT
Rockland Trust
Massachusetts
+$16.4M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$8.06M
5
Bank of America
Bank of America
North Carolina
+$6.61M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
-$39.8M
2
Goldman Sachs
Goldman Sachs
New York
-$20.6M
3
ACL
Azora Capital LP
Florida
-$16.2M
4
BCM
Basswood Capital Management
New York
-$15M
5
Verition Fund Management
Verition Fund Management
Connecticut
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
STB
251
S&T Bank
Pennsylvania
$47.5K – – –
SWP
252
Strategic Wealth Partners
Ohio
$42.5K – – –
Ohio Public Employees Retirement System (OPERS)
253
Ohio Public Employees Retirement System (OPERS)
Ohio
$42.3K +$627 +8 +1%
AssetMark Inc
254
AssetMark Inc
California
$40.6K – – –
SAM
255
Smartleaf Asset Management
Massachusetts
$39.7K -$26.6K -340 -39%
FHC
256
First Horizon Corporation
Tennessee
$39.4K -$10.6K -135 -20%
Nomura Asset Management
257
Nomura Asset Management
Japan
$36.9K – – –
TC
258
Trust Company
Kansas
$36.3K +$18.2K +232 +92%
MCM
259
MAI Capital Management
Ohio
$32.6K +$1.49K +19 +5%
CH
260
Canton Hathaway
Rhode Island
$31.9K – – –
BA
261
Ballast Advisors
Minnesota
$30.5K +$31.8K +406 New
VCM
262
Versant Capital Management
Arizona
$30.2K – – –
SPIA
263
Steward Partners Investment Advisory
New York
$28.7K -$627 -8 -2%
AAG
264
Armstrong Advisory Group
Massachusetts
$28.5K – – –
SL
265
Salomon & Ludwin
Virginia
$27.5K – – –
PSB
266
Piscataqua Savings Bank
New Hampshire
$25.7K – – –
HI
267
Harbour Investments
Wisconsin
$22.7K +$23.7K +302 New
CMA
268
Cedar Mountain Advisors
Oregon
$22.4K +$23.4K +298 New
KAS
269
Kemnay Advisory Services
New York
$21.9K -$29K -370 -56%
UB
270
UMB Bank
Missouri
$21.4K +$157 +2 +0.7%
BWA
271
Basecamp Wealth Advisors
Washington
$20.5K -$4.39K -56 -17%
QCG
272
Quadrant Capital Group
Ohio
$20.2K – – –
SWA
273
SOA Wealth Advisors
New York
$17.1K +$7.92K +101 +80%
RFP
274
Root Financial Partners
California
$15.6K +$7.6K +97 +88%
HWM
275
HighMark Wealth Management
Minnesota
$14.1K +$78 +1 +0.5%
9 10
11
12 13

INDB Hedge Fund Activity: Q1 2026 in Review

332 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2026, worth a combined $3.1B — up 0.73% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new INDB positions and 20 closed out — a net gain of 21 holders — while 108 added to existing stakes and 121 trimmed.

The largest buyer was Channing Capital Management, opening a new position worth an estimated $73.7M. The largest seller was Victory Capital Management, cutting an estimated $39.8M.

  • 332 institutional investors held Independent Bank (INDB) as of Q1 2026, up from 319 in Q4 2025.
  • Funds reported $3.1B of Independent Bank stock for Q1 2026, up 0.73% quarter-over-quarter.
  • 41 funds opened new Independent Bank positions in Q1 2026 and 20 closed out, a net change of +21 holders.
  • The largest Independent Bank buyer in Q1 2026 was Channing Capital Management, an estimated $73.7M added.
  • The largest Independent Bank seller in Q1 2026 was Victory Capital Management, an estimated $39.8M sold.

Based on aggregated 13F filings for Q1 2026.