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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
AI
176
Atria Investments
North Carolina
$449K +$12.9K +181 +3%
PA
177
Profund Advisors
Maryland
$439K +$162K +2,277 +61%
OAM
178
Oppenheimer Asset Management
New York
$438K -$20.4K -287 -5%
Nisa Investment Advisors
179
Nisa Investment Advisors
Missouri
$429K -$6.54K -92 -2%
Cambridge Investment Research Advisors
180
Cambridge Investment Research Advisors
Iowa
$427K +$96.2K +1,354 +30%
MWA
181
Medallion Wealth Advisors
Connecticut
$419K
MOACM
182
Mutual of America Capital Management
New York
$414K +$5.33K +75 +1%
IFA
183
Independence Financial Advisors
New Hampshire
$414K +$2.63K +37 +0.7%
US Bancorp
184
US Bancorp
Minnesota
$399K -$23.7K -333 -6%
Public Employees Retirement Association of Colorado
185
Public Employees Retirement Association of Colorado
Colorado
$396K
DS
186
DRW Securities
Illinois
$387K +$376K +5,295 New
TRCT
187
Tower Research Capital (TRC)
New York
$383K +$200K +2,812 +116%
BPC
188
Banque Pictet & Cie
Switzerland
$346K -$79.1K -1,114 -19%
Ensign Peak Advisors
189
Ensign Peak Advisors
Utah
$334K -$554K -7,800 -63%
CB
190
Commerce Bank
Missouri
$333K -$3.55K -50 -1%
MML Investors Services
191
MML Investors Services
Massachusetts
$330K +$17.2K +242 +6%
Bessemer Group
192
Bessemer Group
New Jersey
$326K +$924 +13 +0.3%
BFS
193
BridgePort Financial Solutions
Iowa
$320K -$29K -408 -9%
CWM
194
Cabot Wealth Management
Massachusetts
$320K
Bank of Montreal
195
Bank of Montreal
Ontario, Canada
$320K -$213 -3 -0.1%
Creative Planning
196
Creative Planning
Kansas
$311K +$3.2K +45 +1%
TI
197
Tidal Investments
Wisconsin
$308K -$42.3K -596 -12%
AIP
198
Ameritas Investment Partners
Nebraska
$298K
Los Angeles Capital Management
199
Los Angeles Capital Management
California
$297K
X
200
Xponance
Pennsylvania
$291K +$9.95K +140 +4%

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.