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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
Citadel Advisors
51
Citadel Advisors
Florida
$1.18M +$309K +13,267 +34%
EWA
52
EverSource Wealth Advisors
Alabama
$1.06M +$305K +13,095 +38%
KCM
53
Kornitzer Capital Management
Kansas
$1.05M -$36.8K -1,580 -3%
XT
54
XTX Topco
Cayman Islands
$1.01M -$90.9K -3,907 -8%
Swiss National Bank
55
Swiss National Bank
Switzerland
$1.01M
State Board of Administration of Florida Retirement System
56
State Board of Administration of Florida Retirement System
Florida
$819K -$305K -13,086 -26%
HF
57
HRT Financial
New York
$802K +$835K +35,874 New
ACM
58
Argent Capital Management
Missouri
$747K +$277K +11,918 +56%
Invesco
59
Invesco
Georgia
$736K +$30.3K +1,301 +4%
ET
60
Equitable Trust
Tennessee
$724K
Mariner
61
Mariner
Kansas
$718K -$270K -11,585 -27%
UBS AM
62
UBS AM
Illinois
$712K -$296K -12,741 -29%
TA
63
Teton Advisors
New York
$671K
QCM
64
Quantinno Capital Management
New York
$668K +$276K +11,879 +66%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$652K -$28K -1,204 -4%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$596K +$14.3K +613 +2%
Wells Fargo
67
Wells Fargo
California
$595K -$446K -19,156 -42%
LPL Financial
68
LPL Financial
California
$566K +$130K +5,591 +28%
Deutsche Bank
69
Deutsche Bank
Germany
$551K +$80.2K +3,445 +16%
Legal & General Group
70
Legal & General Group
United Kingdom
$550K +$149K +6,391 +35%
CIG
71
Cullen Investment Group
Louisiana
$518K -$34.9K -1,500 -6%
KPP
72
Kings Path Partners
Texas
$511K
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$485K -$5.17K -222 -1%
AllianceBernstein
74
AllianceBernstein
Tennessee
$475K
GF
75
Gabelli Funds
New York
$447K