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Independent Bank

307 hedge funds and large institutions have $2.83B invested in Independent Bank in 2025 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 68 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 68

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

61% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $2.44B → $2.83B (+$397M)

4% more funds holding

Funds holding: 294307 (+13)

8.93% less ownership

Funds ownership: 90.94%82.01% (-8.9%)

98% less call options, than puts

Call options by funds: $13K | Put options by funds: $774K

Holders
307
Holders Change
+13
Holders Change %
+4.42%
% of All Funds
4.03%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
45
Increased
143
Reduced
68
Closed
28
Calls
$13K
Puts
$774K
Net Calls
-$761K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
176
US Bancorp
Minnesota
$401K +$88K +1,294 +29%
MWA
177
Medallion Wealth Advisors
Connecticut
$397K +$390K +5,733 New
IFA
178
Independence Financial Advisors
New Hampshire
$389K +$2.58K +38 +0.7%
MOACM
179
Mutual of America Capital Management
New York
$387K +$7.88K +116 +2%
Public Employees Retirement Association of Colorado
180
Public Employees Retirement Association of Colorado
Colorado
$374K
CBU
181
CIBC Bancorp USA
Illinois
$360K +$353K +5,199 New
BFS
182
Bard Financial Services
Connecticut
$359K
NSEDCP
183
NJ State Employees Deferred Compensation Plan
New Jersey
$346K
TI
184
Tidal Investments
Wisconsin
$333K -$11.7K -172 -3%
BFS
185
BridgePort Financial Solutions
Iowa
$332K +$326K +4,793 New
CB
186
Commerce Bank
Missouri
$319K -$16.8K -247 -5%
Cambridge Investment Research Advisors
187
Cambridge Investment Research Advisors
Iowa
$311K +$23.7K +348 +8%
Bessemer Group
188
Bessemer Group
New Jersey
$307K +$259K +3,817 +598%
WPP
189
Whalerock Point Partners
Rhode Island
$307K +$302K +4,436 New
Los Angeles Capital Management
190
Los Angeles Capital Management
California
$306K +$72K +1,060 +32%
CIBC Asset Management
191
CIBC Asset Management
Ontario, Canada
$305K +$24K +353 +9%
CWM
192
Cabot Wealth Management
Massachusetts
$303K +$298K +4,384 New
Bank of Montreal
193
Bank of Montreal
Ontario, Canada
$303K -$239K -3,516 -45%
MML Investors Services
194
MML Investors Services
Massachusetts
$296K +$46.3K +681 +19%
Creative Planning
195
Creative Planning
Kansas
$292K +$287K +4,216 New
IWC
196
Integrated Wealth Concepts
Massachusetts
$286K -$3.73M -54,805 -93%
AIP
197
Ameritas Investment Partners
Nebraska
$282K -$24.9K -366 -8%
VA
198
Vident Advisory
Georgia
$280K -$52.7K -776 -16%
M&T Bank
199
M&T Bank
New York
$279K -$49.8K -732 -15%
VRS
200
Virginia Retirement Systems
Virginia
$277K -$6.8K -100 -2%

INDB Hedge Fund Activity: Q3 2025 in Review

307 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q3 2025, worth a combined $2.83B — up 16% from $2.44B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new INDB positions and 28 closed out — a net gain of 17 holders — while 143 added to existing stakes and 68 trimmed.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Boston Trust Walden, exiting entirely with an estimated $36.8M sold.

  • 307 institutional investors held Independent Bank (INDB) as of Q3 2025, up from 294 in Q2 2025.
  • Funds reported $2.83B of Independent Bank stock for Q3 2025, up 16% quarter-over-quarter.
  • 45 funds opened new Independent Bank positions in Q3 2025 and 28 closed out, a net change of +17 holders.
  • The largest Independent Bank buyer in Q3 2025 was BlackRock, an estimated $58.4M added.
  • The largest Independent Bank seller in Q3 2025 was Boston Trust Walden, an estimated $36.8M sold.

Based on aggregated 13F filings for Q3 2025.