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i3 Verticals

163 hedge funds and large institutions have $885M invested in i3 Verticals in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.84M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
76
Aquatic Capital Management
Illinois
$761K
ACM
77
Argent Capital Management
Missouri
$745K
GF
78
Gabelli Funds
New York
$730K
Legal & General Group
79
Legal & General Group
United Kingdom
$730K
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$710K
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$674K
Deutsche Bank
82
Deutsche Bank
Germany
$657K
LPL Financial
83
LPL Financial
California
$649K
AllianceBernstein
84
AllianceBernstein
Tennessee
$612K
GAM
85
Gotham Asset Management
New York
$587K
EWA
86
EverSource Wealth Advisors
Alabama
$554K
CFC
87
Coyle Financial Counsel
Illinois
$541K
SEI Investments
88
SEI Investments
Pennsylvania
$538K
State Board of Administration of Florida Retirement System
89
State Board of Administration of Florida Retirement System
Florida
$492K
SW
90
Simplicity Wealth
New Jersey
$491K
SG Americas Securities
91
SG Americas Securities
New York
$491K
Assenagon Asset Management
92
Assenagon Asset Management
Luxembourg
$488K
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$484K
P
94
Pitcairn
Pennsylvania
$464K
MIM
95
MetLife Investment Management
New Jersey
$438K
BEI
96
Benjamin Edwards Inc
Missouri
$406K
T. Rowe Price Associates
97
T. Rowe Price Associates
Maryland
$393K
IQI
98
Integrated Quantitative Investments
Washington
$364K
JP Morgan Chase
99
JP Morgan Chase
New York
$358K
IIM
100
INTECH Investment Management
Florida
$356K