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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
HNB
251
Huntington National Bank
Ohio
$10.3K
HAP
252
Harbor Asset Planning
Massachusetts
$10.1K +$9.79K +161 New
TWD
253
True Wealth Design
Ohio
$9.62K +$9.24K +152 +15,200%
IA
254
IFP Advisors
Florida
$9.56K
1IA
255
1620 Investment Advisors
Massachusetts
$8.99K
SWA
256
SOA Wealth Advisors
New York
$7.78K +$122 +2 +2%
BIG
257
Brooklyn Investment Group
New York
$7.55K +$3.4K +56 +88%
RIL
258
Rothschild Investment LLC
Illinois
$7.23K +$1.82K +30 +35%
Northwestern Mutual Wealth Management
259
Northwestern Mutual Wealth Management
Wisconsin
$6.73K
BFS
260
Bare Financial Services
Pennsylvania
$6.54K +$4.99K +82 +373%
Optiver Holding
261
Optiver Holding
Netherlands
$5.97K -$1.28K -21 -18%
TPWA
262
Twin Peaks Wealth Advisors
California
$5.08K +$4.62K +76 New
HWM
263
Hemington Wealth Management
Virginia
$5K -$1.76K -29 -24%
HFS
264
Hantz Financial Services
Michigan
$5K +$4.44K +73 +730%
PWMG
265
Prestige Wealth Management Group
New Jersey
$4.51K
GRP
266
Global Retirement Partners
California
$4.28K +$4.13K +68 New
RAM
267
Riggs Asset Management
Pennsylvania
$4.03K +$3.89K +64 New
HNW
268
High Note Wealth
Minnesota
$3.77K -$304 -5 -8%
PFBT
269
Parkside Financial Bank & Trust
Missouri
$3.08K -$3.34K -55 -53%
TCOV
270
Trust Company of Vermont
Vermont
$3.02K
LFG
271
Larson Financial Group
Missouri
$2.83K +$2.55K +42 +1,400%
QL
272
Quarry LP
New York
$2.64K -$76.5K -1,258 -97%
FFO
273
Fortitude Family Office
Arizona
$2.45K +$2.37K +39 New
PWMG
274
Private Wealth Management Group
New Jersey
$2.33K
FMII
275
Farmers & Merchants Investments Inc
Nebraska
$1.89K

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.