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Independent Bank

307 hedge funds and large institutions have $2.83B invested in Independent Bank in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $2.44B → $2.83B (+$397M)

4% more funds holding

Funds holding: 294307 (+13)

8.93% less ownership

Funds ownership: 90.94%82.01% (-8.9%)

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $774K

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
143
Reduced
68
Closed
28
Calls
$13K
Puts
$774K
Net Calls
-$761K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
276
High Note Wealth
Minnesota
$4.43K +$272 +4 +7%
PFBT
277
Parkside Financial Bank & Trust
Missouri
$4.01K +$612 +9 +18%
IA
278
IFP Advisors
Florida
$4.01K +$3.94K +58 New
EP
279
Essential Partners
California
$3.73K +$3.33K +49 +980%
AF
280
Allworth Financial
California
$3.32K +$2.85K +42 +700%
TCOV
281
Trust Company of Vermont
Vermont
$3.32K
BTI
282
Blue Trust Inc
Georgia
$3.18K -$57K -839 -95%
FFO
283
Fortitude Family Office
Arizona
$2.7K
PWMG
284
Private Wealth Management Group
New Jersey
$2.56K
SHIM
285
Stone House Investment Management
Pennsylvania
$2.21K +$2.17K +32 New
FMII
286
Farmers & Merchants Investments Inc
Nebraska
$2.08K
MA
287
Montag & Associates
Georgia
$1.95K +$1.9K +28 New
PS
288
Principal Securities
Iowa
$1.87K +$136 +2 +8%
SS
289
Sunbelt Securities
Texas
$1.8K +$1.77K +26 New
CT
290
Clearstead Trust
Maine
$1.38K
BIA
291
Bell Investment Advisors
California
$1.31K
JWA
292
JFS Wealth Advisors
Pennsylvania
$1.18K -$68 -1 -6%
Federated Hermes
293
Federated Hermes
Pennsylvania
$968 +$952 +14 New
SWM
294
Spire Wealth Management
Virginia
$830
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$501
S
296
SignatureFD
Georgia
$346
PA
297
Parallel Advisors
California
$277
SIC
298
SJS Investment Consulting
Ohio
$277
Jones Financial Companies
299
Jones Financial Companies
Missouri
$213
AWM
300
Abound Wealth Management
Tennessee
$208

INDB Hedge Fund Activity: Q3 2025 in Review

307 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2025, worth a combined $2.83B — up 16% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new INDB positions and 28 closed out — a net gain of 17 holders — while 143 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Boston Trust Walden, exiting entirely with an estimated $36.8M sold.

  • 307 institutional investors held Independent Bank (INDB) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.83B of Independent Bank stock for Q3 2025, up 16% quarter-over-quarter.
  • 45 funds opened new Independent Bank positions in Q3 2025 and 28 closed out, a net change of +17 holders.
  • The largest Independent Bank buyer in Q3 2025 was BlackRock, an estimated $58.4M added.
  • The largest Independent Bank seller in Q3 2025 was Boston Trust Walden, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2025.