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Independent Bank

288 hedge funds and large institutions have $2.33B invested in Independent Bank in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

3.52% more ownership

Funds ownership: 83.61%87.12% (+3.5%)

2% more capital invested

Capital invested by funds: $2.28B → $2.33B (+$45.4M)

1% more funds holding

Funds holding: 286288 (+2)

2% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 100

50% less call options, than puts

Call options by funds: $25K | Put options by funds: $50K

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
98
Reduced
100
Closed
29
Calls
$25K
Puts
$50K
Net Calls
-$25K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
Optiver Holding
251
Optiver Holding
Netherlands
$7.27K +$7.62K +116 New
HWM
252
Hemington Wealth Management
Virginia
$7K +$986 +15 +14%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$6.7K +$197 +3 +3%
PFBT
254
Parkside Financial Bank & Trust
Missouri
$6.52K +$5.72K +87 +512%
WT
255
Washington Trust
Rhode Island
$6.26K
RIL
256
Rothschild Investment LLC
Illinois
$5.33K +$2.3K +35 +70%
PWMG
257
Prestige Wealth Management Group
New Jersey
$4.49K
HNW
258
High Note Wealth
Minnesota
$4.07K -$394 -6 -8%
BIG
259
Brooklyn Investment Group
New York
$4.01K +$4.21K +64 New
TPCW
260
TD Private Client Wealth
New York
$3.07K +$3.22K +49 New
TCOV
261
Trust Company of Vermont
Vermont
$3.01K
PWMG
262
Private Wealth Management Group
New Jersey
$2.32K
FMII
263
Farmers & Merchants Investments Inc
Nebraska
$1.88K
JWA
264
JFS Wealth Advisors
Pennsylvania
$1.82K
CFD
265
Creative Financial Designs
Indiana
$1.63K +$1.71K +26 New
PS
266
Principal Securities
Iowa
$1.6K
BFS
267
Bare Financial Services
Pennsylvania
$1.38K +$1.45K +22 New
BIA
268
Bell Investment Advisors
California
$1.19K
RA
269
Rise Advisors
New York
$1.02K -$19.5K -296 -95%
C
270
Covestor
United Kingdom
$1K -$10.1K -154 -94%
HFS
271
Hantz Financial Services
Michigan
$1K +$657 +10 New
AAP
272
Arax Advisory Partners
Colorado
$878 +$460 +7 +100%
HCP
273
Hexagon Capital Partners
Arkansas
$752
SWM
274
Spire Wealth Management
Virginia
$752
PWAM
275
Private Wealth Asset Management
Iowa
$627 +$657 +10 New

INDB Hedge Fund Activity: Q1 2025 in Review

288 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2025, worth a combined $2.33B — up 2% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INDB positions and 29 closed out — a net gain of 4 holders — while 98 added to existing stakes and 100 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $63.9M. The largest seller was Invesco, cutting an estimated $17.3M.

  • 288 institutional investors held Independent Bank (INDB) as of Q1 2025, up from 286 in Q4 2024.
  • Funds reported $2.33B of Independent Bank stock for Q1 2025, up 2% quarter-over-quarter.
  • 33 funds opened new Independent Bank positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest Independent Bank buyer in Q1 2025 was AllianceBernstein, an estimated $63.9M added.
  • The largest Independent Bank seller in Q1 2025 was Invesco, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.