We are live on ! Find out more
INDB icon

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
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%