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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
BCM
26
Basswood Capital Management
New York
$24.1M +$796K +11,199 +4%
GKIM
27
GW&K Investment Management
Massachusetts
$22.2M -$382K -5,375 -2%
LI
28
Leeward Investments
Massachusetts
$20M -$94.8K -1,335 -0.5%
SG Americas Securities
29
SG Americas Securities
New York
$17.3M +$16.8M +236,333 New
Principal Financial Group
30
Principal Financial Group
Iowa
$17.3M -$329K -4,625 -2%
FCM
31
FJ Capital Management
Virginia
$16.8M -$10.5M -148,206 -39%
ACL
32
Azora Capital LP
Florida
$16.2M +$15.8M +221,838 New
Russell Investments Group
33
Russell Investments Group
United Kingdom
$15.7M +$53.6K +755 +0.4%
BA
34
Bridgewater Associates
Connecticut
$15.1M +$7.69M +108,187 +110%
Invesco
35
Invesco
Georgia
$13.9M -$476K -6,703 -3%
Public Sector Pension Investment Board (PSP Investments)
36
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$12.5M -$1.64M -23,144 -12%
JP Morgan Chase
37
JP Morgan Chase
New York
$12.4M -$5.15M -72,494 -30%
MAP
38
Moody Aldrich Partners
Massachusetts
$10.6M -$483K -6,800 -4%
Hotchkis & Wiley Capital Management
39
Hotchkis & Wiley Capital Management
California
$10.4M +$35.5K +500 +0.4%
Prudential Financial
40
Prudential Financial
New Jersey
$10.4M +$64.1K +902 +0.6%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$10.2M -$774K -10,894 -7%
UBS Group
42
UBS Group
Switzerland
$9.9M +$1.6M +22,517 +20%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$9.81M +$4.11M +57,821 +76%
Legal & General Group
44
Legal & General Group
United Kingdom
$9.16M -$313K -4,399 -3%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$8.22M
N
46
Nuveen
North Carolina
$8.19M
Ameriprise
47
Ameriprise
Minnesota
$8.1M -$473K -6,653 -6%
Fisher Asset Management
48
Fisher Asset Management
Washington
$7.72M -$2.75M -38,684 -27%
ClearBridge Investments
49
ClearBridge Investments
New York
$7.44M -$5.47M -76,953 -43%
UBS AM
50
UBS AM
Illinois
$7.36M -$1.14M -16,003 -14%

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.