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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
BIA
301
Bell Investment Advisors
California
$1.39K
AGWCA
302
Annis Gardner Whiting Capital Advisors
Florida
$1.24K +$1.21K +17 New
SWM
303
Spire Wealth Management
Virginia
$877
QL
304
Quarry LP
New York
$804 +$781 +11 New
DPW
305
DiNuzzo Private Wealth
Pennsylvania
$512
PWA
306
Physician Wealth Advisors
Utah
$512 +$497 +7 New
SEP
307
Signature Equity Partners
Ohio
$512 +$497 +7 New
BHWM
308
Bay Harbor Wealth Management
Maryland
$442 +$213 +3 +100%
AW
309
Ankerstar Wealth
Texas
$442 +$426 +6 New
GWM
310
Gilpin Wealth Management
Colorado
$439 +$426 +6 New
SIC
311
SJS Investment Consulting
Ohio
$293
RWM
312
Rialto Wealth Management
New York
$293 +$142 +2 +100%
PA
313
Parallel Advisors
California
$292
Jones Financial Companies
314
Jones Financial Companies
Missouri
$292 +$71 +1 +33%
AWM
315
Abound Wealth Management
Tennessee
$220
HIA
316
HFM Investment Advisors
New Jersey
$220
SS
317
SBI Securities
Japan
$73
DF
318
Dunhill Financial
United Kingdom
$70 +$71 +1 New
MI
319
Motiv8 Investments
Florida
$54 +$52.4K +738 New
Macquarie Group
320
Macquarie Group
Australia
-$81.2M -1,173,681 Closed
EF
321
Empowered Funds
Pennsylvania
-$8.39M -121,267 Closed
Voloridge Investment Management
322
Voloridge Investment Management
Florida
-$2.26M -32,664 Closed
JG
323
Jain Global
New York
-$1.68M -24,360 Closed
BFC
324
Banc Funds Company
Illinois
-$1.14M -16,449 Closed
Millennium Management
325
Millennium Management
New York
-$946K -13,678 Closed

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.