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Independent Bank

294 hedge funds and large institutions have $2.44B invested in Independent Bank in 2025 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 109 increasing their positions, 94 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

16% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 94

3.81% more ownership

Funds ownership: 87.12%90.94% (+3.8%)

2% more funds holding

Funds holding: 288294 (+6)

5% more capital invested

Capital invested by funds: $2.33B → $2.44B (+$109M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

98% less call options, than puts

Call options by funds: $12K | Put options by funds: $673K

Holders
294
Holders Change
+6
Holders Change %
+2.08%
% of All Funds
3.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
109
Reduced
94
Closed
25
Calls
$12K
Puts
$673K
Net Calls
-$661K
Net Calls Change
-$636K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$387M -$76.4K -1,257 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$325M +$2.42M +39,828 +0.8%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$148M +$1M +16,511 +0.7%
State Street
4
State Street
Massachusetts
$142M -$5.3M -87,118 -4%
AllianceBernstein
5
AllianceBernstein
Tennessee
$107M +$38M +624,833 +58%
Macquarie Group
6
Macquarie Group
Australia
$68.2M +$5.96M +97,989 +10%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$66M +$419K +6,889 +0.7%
DRZID
8
DePrince Race & Zollo Inc (DRZ)
Florida
$65.4M -$472K -7,765 -0.7%
Victory Capital Management
9
Victory Capital Management
Texas
$57M +$1.14M +18,786 +2%
Verition Fund Management
10
Verition Fund Management
Connecticut
$50.6M +$8.04M +132,188 +20%
RT
11
Rockland Trust
Massachusetts
$43.3M +$7.74M +127,332 +21%
First Trust Advisors
12
First Trust Advisors
Illinois
$41.4M +$17.6M +289,590 +79%
FCM
13
FJ Capital Management
Virginia
$40.8M +$8.25M +135,751 +26%
Morgan Stanley
14
Morgan Stanley
New York
$38.3M +$2.72M +44,766 +8%
SAM
15
Silvercrest Asset Management
New York
$36.9M -$2.33M -38,339 -6%
BTW
16
Boston Trust Walden
Massachusetts
$36.8M -$836K -13,749 -2%
Goldman Sachs
17
Goldman Sachs
New York
$34.7M -$2.97M -48,841 -8%
Charles Schwab
18
Charles Schwab
California
$33.6M -$901K -14,821 -3%
RP
19
Reinhart Partners
Wisconsin
$31.9M +$30.9M +507,696 New
Norges Bank
20
Norges Bank
Norway
$31.1M +$1.1M +18,159 +4%
Northern Trust
21
Northern Trust
Illinois
$29.8M -$132K -2,164 -0.5%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$25.9M +$195K +3,204 +0.8%
Bank of America
23
Bank of America
North Carolina
$24.8M +$2.86M +47,083 +14%
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$22.9M -$2.8M -46,108 -11%
American Century Companies
25
American Century Companies
Missouri
$21.8M -$7.18M -118,103 -25%

INDB Hedge Fund Activity: Q2 2025 in Review

294 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Independent Bank (INDB) for Q2 2025, worth a combined $2.44B — up 4.7% from $2.33B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new INDB positions and 25 closed out — a net gain of 9 holders — while 109 added to existing stakes and 94 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $38M. The largest seller was American Century Companies, cutting an estimated $7.18M.

  • 294 institutional investors held Independent Bank (INDB) as of Q2 2025, up from 288 in Q1 2025.
  • Funds reported $2.44B of Independent Bank stock for Q2 2025, up 4.7% quarter-over-quarter.
  • 34 funds opened new Independent Bank positions in Q2 2025 and 25 closed out, a net change of +9 holders.
  • The largest Independent Bank buyer in Q2 2025 was AllianceBernstein, an estimated $38M added.
  • The largest Independent Bank seller in Q2 2025 was American Century Companies, an estimated $7.18M sold.

Based on aggregated 13F filings for Q2 2025.