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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 %
Arrowstreet Capital
76
Arrowstreet Capital
Massachusetts
$593K -$298K -12,092 -33%
Verition Fund Management
77
Verition Fund Management
Connecticut
$583K -$74.3K -3,012 -11%
TGAM
78
TBH Global Asset Management
Tennessee
$576K – – –
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$546K – – –
ACM
80
Argent Capital Management
Missouri
$534K -$19.5K -791 -4%
Deutsche Bank
81
Deutsche Bank
Germany
$533K -$50.8K -2,058 -9%
D.E. Shaw & Co
82
D.E. Shaw & Co
New York
$516K +$43.3K +1,757 +9%
Renaissance Technologies
83
Renaissance Technologies
New York
$501K -$232K -9,400 -32%
P
84
Pitcairn
Pennsylvania
$487K +$63.3K +2,567 +15%
AllianceBernstein
85
AllianceBernstein
Tennessee
$465K +$54.5K +2,210 +13%
AAS
86
Avantax Advisory Services
Texas
$431K +$33.7K +1,368 +8%
Citigroup
87
Citigroup
New York
$427K -$46.8K -1,897 -10%
SO
88
STRS Ohio
Ohio
$410K – – –
IIM
89
INTECH Investment Management
Florida
$408K +$408K +16,535 New
Franklin Resources
90
Franklin Resources
California
$372K +$372K +15,067 New
Assenagon Asset Management
91
Assenagon Asset Management
Luxembourg
$371K -$443K -17,951 -54%
SEI Investments
92
SEI Investments
Pennsylvania
$356K +$2.84K +115 +0.8%
MIM
93
MetLife Investment Management
New Jersey
$311K -$75K -3,039 -19%
KI
94
Kapitalo Investimentos
Brazil
$293K +$293K +11,873 New
IQI
95
Integrated Quantitative Investments
Washington
$277K -$139K -5,629 -33%
CF
96
Corebridge Financial
Texas
$275K -$7.82K -317 -3%
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$274K -$117K -4,760 -30%
LIA
98
LBMC Investment Advisors
Tennessee
$258K -$6.17K -250 -2%
SG Americas Securities
99
SG Americas Securities
New York
$256K +$43K +1,746 +20%
T. Rowe Price Associates
100
T. Rowe Price Associates
Maryland
$246K +$21.6K +875 +10%
2 3
4
5 6