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i3 Verticals
IIIV

Overview Fund Activity

153 hedge funds and large institutions have $567M invested in i3 Verticals in 2025 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 43 increasing their positions, 58 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
43
Reduced
58
Closed
22
Calls
$920K
Puts
$10K
Net Calls
+$910K
Net Calls Change
-$1.02M

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$11.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10M
3
VG
Visualize Group
New York
+$7.01M
4
HCA
Harbor Capital Advisors
Illinois
+$6.71M
5
Bank of America
Bank of America
North Carolina
+$5.07M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$17.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.43M
3
Goldman Sachs
Goldman Sachs
New York
-$5.57M
4
EWA
EverSource Wealth Advisors
Alabama
-$4.42M
5
VC
Voss Capital
Texas
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCA
26
Harbor Capital Advisors
Illinois
$6.71M +$6.71M +272,044 New
LCM
27
Legato Capital Management
California
$6.07M +$1.54M +62,460 +34%
ACA
28
AYAL Capital Advisors
Ontario, Canada
$6.01M -$398K -16,137 -6%
Bank of America
29
Bank of America
North Carolina
$5.99M +$5.07M +205,707 +555%
KLP
30
Kent Lake PR
Puerto Rico
$5.91M +$2.21M +89,642 +60%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$5.73M +$1.39M +56,320 +32%
Northern Trust
32
Northern Trust
Illinois
$5.29M -$151K -6,115 -3%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$3.6M +$3.6M +146,105 New
Morgan Stanley
34
Morgan Stanley
New York
$3.52M +$117K +4,730 +3%
MC
35
McMorgan & Co
California
$3.29M -$9.87K -400 -0.3%
PVM
36
Palogic Value Management
Texas
$3.21M -$488K -19,789 -13%
KCM
37
Kennedy Capital Management
Missouri
$3.15M -$76.1K -3,084 -2%
UBS Group
38
UBS Group
Switzerland
$2.57M +$1.89M +76,730 +278%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.3M +$204K +8,277 +10%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.18M -$22.1K -896 -1%
GI
41
GAMCO Investors
Connecticut
$2.16M -$122K -4,953 -5%
Stifel Financial
42
Stifel Financial
Missouri
$1.98M -$163K -6,614 -8%
HFA
43
Harbert Fund Advisors
Alabama
$1.94M -$74.2K -3,009 -4%
Victory Capital Management
44
Victory Capital Management
Texas
$1.76M -$31.6K -1,279 -2%
Goldman Sachs
45
Goldman Sachs
New York
$1.74M -$5.57M -225,887 -76%
Mariner
46
Mariner
Kansas
$1.74M +$1.13M +45,899 +187%
CCA
47
Conestoga Capital Advisors
Pennsylvania
$1.72M – – –
DIA
48
Dana Investment Advisors
Wisconsin
$1.66M -$85.7K -3,474 -5%
Charles Schwab
49
Charles Schwab
California
$1.64M +$814 +33 +0%
WB
50
WesBanco Bank
West Virginia
$1.6M – – –
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