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i3 Verticals

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
Name Holding Trade Value Shares
Change
Shares
Change %
Legal & General Group
76
Legal & General Group
United Kingdom
$619K -$246K -8,959 -28%
California State Teachers Retirement System (CalSTRS)
77
California State Teachers Retirement System (CalSTRS)
California
$608K
ACM
78
Aquatic Capital Management
Illinois
$532K +$399K +14,533 +302%
AC
79
AXQ Capital
New Jersey
$519K +$519K +18,890 New
AllianceBernstein
80
AllianceBernstein
Tennessee
$518K
Deutsche Bank
81
Deutsche Bank
Germany
$506K -$87.7K -3,193 -15%
AAS
82
Avantax Advisory Services
Texas
$483K +$2.86K +104 +0.6%
IIM
83
INTECH Investment Management
Florida
$454K
P
84
Pitcairn
Pennsylvania
$449K -$93.6K -3,405 -17%
SEI Investments
85
SEI Investments
Pennsylvania
$430K +$34.5K +1,257 +9%
Franklin Resources
86
Franklin Resources
California
$414K
Assenagon Asset Management
87
Assenagon Asset Management
Luxembourg
$413K
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$401K +$401K +14,578 New
MIM
89
MetLife Investment Management
New Jersey
$371K +$25.1K +913 +7%
JPMorgan Chase & Co
90
JPMorgan Chase & Co
New York
$340K +$34.8K +1,266 +11%
Renaissance Technologies
91
Renaissance Technologies
New York
$330K -$228K -8,300 -41%
Verition Fund Management
92
Verition Fund Management
Connecticut
$320K -$329K -11,973 -51%
T. Rowe Price Associates
93
T. Rowe Price Associates
Maryland
$315K +$40.3K +1,461 +15%
IQI
94
Integrated Quantitative Investments
Washington
$308K -$1.15K -42 -0.4%
LIA
95
LBMC Investment Advisors
Tennessee
$287K
SFA
96
Sequoia Financial Advisors
Ohio
$281K +$281K +10,242 New
Janus Henderson Group
97
Janus Henderson Group
United Kingdom
$264K
Wolverine Trading
98
Wolverine Trading
Illinois
$259K +$259K +9,804 New
Citigroup
99
Citigroup
New York
$255K -$220K -8,001 -46%
LPL Financial
100
LPL Financial
California
$253K +$253K +9,214 New