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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
PS
276
Principal Securities
Iowa
$1.57K
CT
277
Clearstead Trust
Maine
$1.26K +$1.22K +20 New
BIA
278
Bell Investment Advisors
California
$1.2K
RA
279
Rise Advisors
New York
$1.15K +$122 +2 +13%
JWA
280
JFS Wealth Advisors
Pennsylvania
$1.13K -$669 -11 -38%
SWM
281
Spire Wealth Management
Virginia
$755
SC
282
Stephens Consulting
Michigan
$629
DPW
283
DiNuzzo Private Wealth
Pennsylvania
$441
AF
284
Allworth Financial
California
$378 +$365 +6 New
S
285
SignatureFD
Georgia
$314
EP
286
Essential Partners
California
$314 +$304 +5 New
SIC
287
SJS Investment Consulting
Ohio
$252 -$243 -4 -50%
PA
288
Parallel Advisors
California
$252
Jones Financial Companies
289
Jones Financial Companies
Missouri
$191 +$182 +3 New
AWM
290
Abound Wealth Management
Tennessee
$189
HIA
291
HFM Investment Advisors
New Jersey
$189 +$122 +2 +200%
BHWM
292
Bay Harbor Wealth Management
Maryland
$126 +$61 +1 +100%
RWM
293
Rialto Wealth Management
New York
$126 +$122 +2 New
PWM
294
Parkworth Wealth Management
California
$63
SS
295
SBI Securities
Japan
$63
BFM
296
Boothbay Fund Management
New York
-$2.01M -32,157 Closed
CF
297
Corebridge Financial
Texas
-$1.39M -22,171 Closed
QC
298
Quadrature Capital
United Kingdom
-$570K -9,103 Closed
PFO
299
PMC FIG Opportunities
Israel
-$564K -9,000 Closed
Man Group
300
Man Group
United Kingdom
-$457K -7,300 Closed

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.