We are live on ! Find out more
INDB icon

Independent Bank

319 hedge funds and large institutions have $3.07B invested in Independent Bank in 2025 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 116 increasing their positions, 111 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 25

8% more capital invested

Capital invested by funds: $2.83B → $3.07B (+$240M)

4% more funds holding

Funds holding: 307319 (+12)

2.75% more ownership

Funds ownership: 82.01%84.76% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 116 | Existing positions reduced: 111

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $628K

Holders
319
Holders Change
+12
Holders Change %
+3.91%
% of All Funds
3.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
41
Increased
116
Reduced
111
Closed
25
Calls
Puts
$628K
Net Calls
-$628K
Net Calls Change
+$133K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
276
Private Trust Company
Ohio
$7.6K -$36.6K -515 -83%
Optiver Holding
277
Optiver Holding
Netherlands
$6.8K -$8.95K -126 -58%
AAP
278
Arax Advisory Partners
Colorado
$5.7K -$246K -3,467 -98%
HNW
279
High Note Wealth
Minnesota
$5.26K +$568 +8 +13%
PWMG
280
Prestige Wealth Management Group
New Jersey
$5.23K
CFD
281
Creative Financial Designs
Indiana
$5.08K +$71 +1 +1%
CMBA
282
C.M. Bidwell & Associates
Hawaii
$4.75K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$4.24K
EP
284
Essential Partners
California
$3.95K
AF
285
Allworth Financial
California
$3.51K
TCOV
286
Trust Company of Vermont
Vermont
$3.51K
BTI
287
Blue Trust Inc
Georgia
$3.51K +$142 +2 +4%
SIS
288
Sound Income Strategies
Florida
$3.42K +$3.2K +45 New
TM
289
Torren Management
California
$2.71K +$2.63K +37 New
EW
290
Elyxium Wealth
California
$2.56K +$2.49K +35 New
FFO
291
Fortitude Family Office
Arizona
$2.41K -$426 -6 -15%
TPBG
292
Turning Point Benefit Group
Maryland
$2.34K +$2.27K +32 New
FMII
293
Farmers & Merchants Investments Inc
Nebraska
$2.19K
JWA
294
JFS Wealth Advisors
Pennsylvania
$2.13K +$852 +12 +71%
PWMG
295
Private Wealth Management Group
New Jersey
$1.97K -$710 -10 -27%
SS
296
Sunbelt Securities
Texas
$1.9K
S
297
SignatureFD
Georgia
$1.9K +$1.49K +21 +420%
KFAS
298
Keating Financial Advisory Services
Kansas
$1.83K +$1.78K +25 New
IA
299
IFP Advisors
Florida
$1.75K -$2.42K -34 -59%
SHIM
300
Stone House Investment Management
Pennsylvania
$1.39K -$924 -13 -41%

INDB Hedge Fund Activity: Q4 2025 in Review

319 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q4 2025, worth a combined $3.07B — up 8.5% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new INDB positions and 25 closed out — a net gain of 16 holders — while 116 added to existing stakes and 111 trimmed.

The largest buyer was Rockland Trust, adding an estimated $40.9M. The largest seller was Macquarie Group, exiting entirely with an estimated $81.2M sold.

  • 319 institutional investors held Independent Bank (INDB) as of Q4 2025, up from 307 in Q3 2025.
  • Funds reported $3.07B of Independent Bank stock for Q4 2025, up 8.5% quarter-over-quarter.
  • 41 funds opened new Independent Bank positions in Q4 2025 and 25 closed out, a net change of +16 holders.
  • The largest Independent Bank buyer in Q4 2025 was Rockland Trust, an estimated $40.9M added.
  • The largest Independent Bank seller in Q4 2025 was Macquarie Group, an estimated $81.2M sold.

Based on aggregated 13F filings for Q4 2025.