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i3 Verticals

144 hedge funds and large institutions have $553M 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

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $671M → $553M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
144
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
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFSRSONJ
101
Police & Firemen's Retirement System of New Jersey
New Jersey
$142K
VIA
102
Vanguard Investments Australia
Australia
$127K
SG Americas Securities
103
SG Americas Securities
New York
$108K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$107K
KK
105
KLP Kapitalforvaltning
Norway
$107K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$101K
HAP
107
Harbor Asset Planning
Massachusetts
$89.4K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$87.9K
SOW
109
State of Wyoming
Wyoming
$69.9K
ASN
110
Advisory Services Network
Georgia
$47K
SIC
111
Salem Investment Counselors
North Carolina
$43.6K
AIP
112
Ameritas Investment Partners
Nebraska
$43.1K
TRCT
113
Tower Research Capital (TRC)
New York
$38K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$33.9K
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
$28.3K
SPIA
116
Steward Partners Investment Advisory
New York
$20.4K
HNB
117
Huntington National Bank
Ohio
$16.1K
VCM
118
Versant Capital Management
Arizona
$15.9K
SCM
119
Sterling Capital Management
North Carolina
$15.6K
S
120
SignatureFD
Georgia
$11.1K
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$10.9K
GI
122
GAMMA Investing
California
$9.77K
CA
123
CoreCap Advisors
Michigan
$5.59K
MG
124
Mather Group
Illinois
$5.37K
Optiver Holding
125
Optiver Holding
Netherlands
$4.2K