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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 %
UBS AM
51
UBS AM
Illinois
$1.42M -$18.7K -759 -1%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$1.42M +$339K +13,729 +31%
Federated Hermes
53
Federated Hermes
Pennsylvania
$1.39M -$476K -19,311 -26%
NL
54
Nuveen LLC
North Carolina
$1.34M +$1.34M +54,178 New
Principal Financial Group
55
Principal Financial Group
Iowa
$1.25M +$1.25M +50,796 New
KCM
56
Kornitzer Capital Management
Kansas
$1.19M – – –
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.12M -$32.1K -1,300 -3%
DFCM
58
Dark Forest Capital Management
Puerto Rico
$1.09M +$767K +31,088 +234%
TA
59
Teton Advisors
New York
$913K -$735K -29,791 -45%
Citadel Advisors
60
Citadel Advisors
Florida
$911K -$7.43M -301,347 -89%
Wells Fargo
61
Wells Fargo
California
$904K +$511K +20,721 +130%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$896K +$19.4K +786 +2%
Man Group
63
Man Group
United Kingdom
$889K +$889K +36,020 New
American Century Companies
64
American Century Companies
Missouri
$867K +$199K +8,081 +30%
CIG
65
Cullen Investment Group
Louisiana
$865K -$395K -16,001 -31%
Millennium Management
66
Millennium Management
New York
$840K -$553K -22,432 -40%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$837K +$526K +21,315 +169%
ET
68
Equitable Trust
Tennessee
$799K – – –
Legal & General Group
69
Legal & General Group
United Kingdom
$776K -$66.9K -2,710 -8%
TSW
70
Thompson Siegel & Walmsley
Virginia
$741K +$741K +30,019 New
GF
71
Gabelli Funds
New York
$740K -$173K -7,000 -19%
KPP
72
Kings Path Partners
Texas
$738K -$464K -18,820 -39%
Mirae Asset Global ETFs Holdings
73
Mirae Asset Global ETFs Holdings
Hong Kong
$716K -$38.8K -1,572 -5%
Barclays
74
Barclays
United Kingdom
$698K -$287K -11,593 -29%
Invesco
75
Invesco
Georgia
$621K -$2.96K -120 -0.5%
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