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i3 Verticals

145 hedge funds and large institutions have $554M invested in i3 Verticals in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 111.08%112.05% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

6% less funds holding

Funds holding: 155145 (-10)

17% less capital invested

Capital invested by funds: $671M → $554M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$7.03M +$177K +7,597 +2%
NC
27
Nicholas Company
Wisconsin
$6.57M -$873K -37,521 -11%
LCM
28
Legato Capital Management
California
$5.53M
Northern Trust
29
Northern Trust
Illinois
$5.41M -$63K -2,707 -1%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$5.16M -$53.5K -2,300 -1%
PCM
31
Portolan Capital Management
Massachusetts
$4.63M -$10.8M -464,713 -69%
ACH
32
ArrowMark Colorado Holdings
Colorado
$4.52M -$837K -35,978 -15%
Charles Schwab
33
Charles Schwab
California
$3.7M -$387K -16,623 -9%
N
34
Nuveen
North Carolina
$3.56M -$11.8K -505 -0.3%
KCM
35
Kennedy Capital Management
Missouri
$3.09M +$43.8K +1,884 +1%
VFT
36
Vanguard Fiduciary Trust
Pennsylvania
$2.89M +$3M +129,118 New
Goldman Sachs
37
Goldman Sachs
New York
$2.78M +$1.64M +70,439 +131%
CIM
38
Confluence Investment Management
Missouri
$2.69M +$889K +38,219 +47%
Victory Capital Management
39
Victory Capital Management
Texas
$2.67M +$1.73M +74,435 +166%
HCA
40
Harbor Capital Advisors
Illinois
$2.52M -$93.6K -4,022 -3%
MOACM
41
Mutual of America Capital Management
New York
$2.32M -$17.6K -757 -0.7%
OAM
42
Oppenheimer Asset Management
New York
$2.21M +$171K +7,367 +8%
TA
43
Tectonic Advisors
Texas
$2.2M +$30.1K +1,292 +1%
Bank of America
44
Bank of America
North Carolina
$2.19M -$206K -8,835 -8%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.17M +$154K +6,624 +7%
GI
46
GAMCO Investors
Connecticut
$1.73M +$167K +7,158 +10%
Bank of New York Mellon
47
Bank of New York Mellon
New York
$1.72M -$150K -6,459 -8%
Morgan Stanley
48
Morgan Stanley
New York
$1.7M -$977K -41,993 -36%
AI
49
Atria Investments
North Carolina
$1.61M +$4.61K +198 +0.3%
WB
50
WesBanco Bank
West Virginia
$1.45M