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Independent Bank

332 hedge funds and large institutions have $3.1B invested in Independent Bank in 2026 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 108 increasing their positions, 121 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 20

4% more funds holding

Funds holding: 319332 (+13)

1% more capital invested

Capital invested by funds: $3.07B → $3.1B (+$22.5M)

0.01% more ownership

Funds ownership: 84.76%84.77% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11% less repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 121

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $797K

Holders
332
Holders Change
+13
Holders Change %
+4.08%
% of All Funds
4.09%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
41
Increased
108
Reduced
121
Closed
20
Calls
Puts
$797K
Net Calls
-$797K
Net Calls Change
-$169K
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
201
Los Angeles Capital Management
California
$333K
BFS
202
BridgePort Financial Solutions
Iowa
$330K +$78 +1 +0%
CWM
203
Cabot Wealth Management
Massachusetts
$330K
TI
204
Tidal Investments
Wisconsin
$323K +$6.98K +89 +2%
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$316K +$47.7K +608 +17%
YIH
206
Y-Intercept (HK)
Hong Kong
$311K +$324K +4,133 New
IWC
207
Integrated Wealth Concepts
Massachusetts
$308K +$49.2K +628 +18%
AIP
208
Ameritas Investment Partners
Nebraska
$306K
MML Investors Services
209
MML Investors Services
Massachusetts
$301K -$40.6K -518 -11%
Creative Planning
210
Creative Planning
Kansas
$291K -$30.6K -391 -9%
AHL
211
Abel Hall LLC
Louisiana
$284K +$72K +919 +32%
PA
212
Profund Advisors
Maryland
$282K -$177K -2,264 -38%
Stifel Financial
213
Stifel Financial
Missouri
$279K -$4.08K -52 -1%
BG
214
Bollard Group
Massachusetts
$274K +$784 +10 +0.3%
DS
215
DRW Securities
Illinois
$266K -$138K -1,757 -33%
SM
216
Salzhauer Michael
$265K
Corient Private Wealth
217
Corient Private Wealth
Florida
$263K -$266K -3,391 -49%
Bank of Montreal
218
Bank of Montreal
Ontario, Canada
$261K -$71K -906 -21%
SC
219
Savant Capital
Illinois
$261K +$39.3K +502 +17%
DCM
220
DGS Capital Management
New Jersey
$256K +$267K +3,408 New
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$235K -$5.72K -73 -2%
HG
222
Harbor Group
New Hampshire
$232K
JFG
223
Jefferies Financial Group
New York
$230K +$240K +3,064 New
SA
224
Sanctuary Advisors
Indiana
$227K +$237K +3,021 New
Balyasny Asset Management
225
Balyasny Asset Management
Illinois
$218K -$347K -4,424 -60%