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i3 Verticals
IIIV

Overview Fund Activity

150 hedge funds and large institutions have $795M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
59
Reduced
39
Closed
27
Calls
$3.67M
Puts
–
Net Calls
+$3.67M
Net Calls Change
+$2.76M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$76.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$15.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$11M
4
PAIM
Punch & Associates Investment Management
Minnesota
+$8.58M
5
WA
Wasatch Advisors
Utah
+$8.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$8.38M
2
Marshall Wace
Marshall Wace
United Kingdom
-$8.21M
3
ACA
AYAL Capital Advisors
Ontario, Canada
-$6.01M
4
KLP
Kent Lake PR
Puerto Rico
-$5.91M
5
Bank of America
Bank of America
North Carolina
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
TD Asset Management
51
TD Asset Management
Ontario, Canada
$1.8M +$1.8M +65,528 New
WB
52
WesBanco Bank
West Virginia
$1.78M – – –
Principal Financial Group
53
Principal Financial Group
Iowa
$1.66M +$267K +9,700 +19%
DIA
54
Dana Investment Advisors
Wisconsin
$1.62M -$237K -8,634 -13%
CSC
55
Cove Street Capital
California
$1.6M +$1.6M +58,125 +24,525%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$1.5M -$77.1K -2,807 -5%
Citadel Advisors
57
Citadel Advisors
Florida
$1.38M +$365K +13,288 +36%
KCM
58
Kornitzer Capital Management
Kansas
$1.32M – – –
Barclays
59
Barclays
United Kingdom
$1.19M +$413K +15,052 +53%
Swiss National Bank
60
Swiss National Bank
Switzerland
$1.17M -$79.7K -2,900 -6%
MHP
61
Manatuck Hill Partners
Connecticut
$1.1M +$1.1M +40,000 New
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$1M +$2.78K +101 +0.3%
Wells Fargo
63
Wells Fargo
California
$975K -$31.2K -1,135 -3%
American Century Companies
64
American Century Companies
Missouri
$966K +$165 +6 +0%
TA
65
Teton Advisors
New York
$962K -$55K -2,000 -5%
ET
66
Equitable Trust
Tennessee
$890K – – –
CIG
67
Cullen Investment Group
Louisiana
$854K -$109K -3,979 -11%
EA
68
Ellsworth Advisors
Ohio
$845K +$845K +30,754 New
KPP
69
Kings Path Partners
Texas
$822K – – –
TSW
70
Thompson Siegel & Walmsley
Virginia
$822K -$2.67K -97 -0.3%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$776K -$156K -5,671 -17%
Mirae Asset Global ETFs Holdings
72
Mirae Asset Global ETFs Holdings
Hong Kong
$755K -$42.6K -1,549 -5%
Invesco
73
Invesco
Georgia
$723K +$31.8K +1,156 +5%
GF
74
Gabelli Funds
New York
$687K -$137K -5,000 -17%
ACM
75
Argent Capital Management
Missouri
$627K +$32.4K +1,180 +5%
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