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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
PFO
151
PMC FIG Opportunities
Israel
$564K +$591K +9,000 New
KK
152
KLP Kapitalforvaltning
Norway
$546K
PT
153
Plimoth Trust
Massachusetts
$525K
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$494K +$65.6K +998 +14%
HC
155
Henshaw Capital
Massachusetts
$485K
VPIM
156
Vanguard Personalized Indexing Management
California
$479K +$84.5K +1,285 +20%
VRS
157
Virginia Retirement Systems
Virginia
$470K +$493K +7,500 New
Man Group
158
Man Group
United Kingdom
$457K -$147K -2,238 -23%
HighTower Advisors
159
HighTower Advisors
Illinois
$442K +$14.9K +226 +3%
AOCA
160
Angel Oak Capital Advisors
Georgia
$439K -$197K -3,000 -30%
RMC
161
Resources Management Corp
Connecticut
$423K
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$414K +$15.2K +232 +4%
HSBC Holdings
163
HSBC Holdings
United Kingdom
$414K -$1.25M -19,001 -74%
Mariner
164
Mariner
Kansas
$409K +$17.7K +269 +4%
KTA
165
Keeley-Teton Advisors
Illinois
$399K
BPC
166
Banque Pictet & Cie
Switzerland
$393K +$413K +6,279 New
Pictet Asset Management
167
Pictet Asset Management
Switzerland
$389K
EWA
168
EP Wealth Advisors
California
$389K +$408K +6,213 New
MOACM
169
Mutual of America Capital Management
New York
$388K -$16.4K -249 -4%
NAAA
170
New Age Alpha Advisors
New York
$384K -$8.54K -130 -2%
SG Americas Securities
171
SG Americas Securities
New York
$360K +$257K +3,917 +215%
BCI
172
Brinker Capital Investments
Pennsylvania
$354K -$12.9K -196 -3%
OPS
173
Orion Portfolio Solutions
Nebraska
$354K -$12.9K -196 -3%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$347K -$291K -4,427 -44%
IFA
175
Independence Financial Advisors
New Hampshire
$347K +$364K +5,541 New

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.