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Independent Bank

288 hedge funds and large institutions have $2.33B invested in Independent Bank in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 100 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

3.52% more ownership

Funds ownership: 83.61%87.12% (+3.5%)

2% more capital invested

Capital invested by funds: $2.28B → $2.33B (+$45.4M)

1% more funds holding

Funds holding: 286288 (+2)

2% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 100

50% less call options, than puts

Call options by funds: $25K | Put options by funds: $50K

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
3.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
33
Increased
98
Reduced
100
Closed
29
Calls
$25K
Puts
$50K
Net Calls
-$25K
Net Calls Change
-$269K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Aries Wealth Management
Maine
$946K -$82.2K -1,250 -8%
TRSOTSOK
127
Teachers Retirement System of the State of Kentucky
Kentucky
$933K
Natixis Advisors
128
Natixis Advisors
Massachusetts
$890K +$194K +2,959 +26%
NERM
129
New England Research & Management
Illinois
$870K -$3.29K -50 -0.4%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$808K +$94.1K +1,432 +12%
SO
131
STRS Ohio
Ohio
$802K -$164K -2,500 -16%
VF
132
Vest Financial
Virginia
$795K +$834K +12,691 New
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$779K +$78.1K +1,189 +11%
MSRPS
134
Maryland State Retirement & Pension System
Maryland
$778K -$127K -1,932 -13%
Teacher Retirement System of Texas
135
Teacher Retirement System of Texas
Texas
$766K -$1.27M -19,371 -61%
ASRS
136
Arizona State Retirement System
Arizona
$762K -$10.8K -165 -1%
AB
137
Amalgamated Bank
New York
$758K -$22K -334 -3%
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$743K +$779K +11,860 New
CAM
139
Cresset Asset Management
Illinois
$743K +$772K +11,742 New
VOYA Investment Management
140
VOYA Investment Management
Georgia
$720K -$85.5K -1,301 -10%
Nisa Investment Advisors
141
Nisa Investment Advisors
Missouri
$667K -$29.2K -445 -4%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$649K
COPPSERS
143
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$637K +$72.1K +1,097 +12%
Handelsbanken Fonder
144
Handelsbanken Fonder
Sweden
$635K
CPSC
145
Carl P. Sherr & Co
Massachusetts
$625K
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$611K -$19.3K -293 -3%
Focus Partners Wealth
147
Focus Partners Wealth
Massachusetts
$611K -$126K -1,923 -16%
CWM
148
CIBC World Markets
New York
$590K +$358K +5,448 +137%
PFSRSONJ
149
Police & Firemen's Retirement System of New Jersey
New Jersey
$571K
QC
150
Quadrature Capital
United Kingdom
$570K +$252K +3,828 +73%

INDB Hedge Fund Activity: Q1 2025 in Review

288 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q1 2025, worth a combined $2.33B — up 2% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new INDB positions and 29 closed out — a net gain of 4 holders — while 98 added to existing stakes and 100 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $63.9M. The largest seller was Invesco, cutting an estimated $17.3M.

  • 288 institutional investors held Independent Bank (INDB) as of Q1 2025, up from 286 in Q4 2024.
  • Funds reported $2.33B of Independent Bank stock for Q1 2025, up 2% quarter-over-quarter.
  • 33 funds opened new Independent Bank positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest Independent Bank buyer in Q1 2025 was AllianceBernstein, an estimated $63.9M added.
  • The largest Independent Bank seller in Q1 2025 was Invesco, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2025.