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i3 Verticals
IIIV

Overview Fund Activity

148 hedge funds and large institutions have $794M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 38 reducing their positions, and 27 closing their positions.

Holders
148
Holders Change
-5
Holders Change %
-3.27%
% of All Funds
1.99%
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
58
Reduced
38
Closed
27
Calls
$1.17M
Puts
–
Net Calls
+$1.17M
Net Calls Change
+$258K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$87.3M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$50.9M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$15M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$21.1M
5
WA
5
Wasatch Advisors
Utah
$8.27M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$0
2
Marshall Wace
2
Marshall Wace
United Kingdom
$0
3
ACA
3
AYAL Capital Advisors
Ontario, Canada
$0
4
KLP
4
Kent Lake PR
Puerto Rico
$0
5
Bank of America
5
Bank of America
North Carolina
$2.84M
Name Market Value Shares Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$608K 22,140 – –
ACM
77
Aquatic Capital Management
Illinois
$532K 19,346 +14,533 +302%
AC
78
AXQ Capital
New Jersey
$519K 18,890 +18,890 New
AllianceBernstein
79
AllianceBernstein
Tennessee
$518K 18,841 – –
Deutsche Bank
80
Deutsche Bank
Germany
$506K 18,414 -3,193 -15%
AAS
81
Avantax Advisory Services
Texas
$483K 17,577 +104 +0.6%
IIM
82
INTECH Investment Management
Florida
$454K 16,535 – –
P
83
Pitcairn
Pennsylvania
$449K 16,345 -3,405 -17%
SEI Investments
84
SEI Investments
Pennsylvania
$430K 15,666 +1,257 +9%
Franklin Resources
85
Franklin Resources
California
$414K 15,067 – –
Assenagon Asset Management
86
Assenagon Asset Management
Luxembourg
$413K 15,019 – –
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$401K 14,578 +14,578 New
MIM
88
MetLife Investment Management
New Jersey
$371K 13,503 +913 +7%
JPMorgan Chase & Co
89
JPMorgan Chase & Co
New York
$340K 12,383 +1,266 +11%
Renaissance Technologies
90
Renaissance Technologies
New York
$330K 12,000 -8,300 -41%
Verition Fund Management
91
Verition Fund Management
Connecticut
$320K 11,657 -11,973 -51%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$315K 11,428 +1,461 +15%
IQI
93
Integrated Quantitative Investments
Washington
$308K 11,200 -42 -0.4%
LIA
94
LBMC Investment Advisors
Tennessee
$287K 10,450 – –
SFA
95
Sequoia Financial Advisors
Ohio
$281K 10,242 +10,242 New
Janus Henderson Group
96
Janus Henderson Group
United Kingdom
$264K 9,615 – –
Wolverine Trading
97
Wolverine Trading
Illinois
$259K 9,804 +9,804 New
Citigroup
98
Citigroup
New York
$255K 9,291 -8,001 -46%
LPL Financial
99
LPL Financial
California
$253K 9,214 +9,214 New
DADC
100
D.A. Davidson & Co
Montana
$253K 9,200 -200 -2%
2 3
4
5 6