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i3 Verticals

145 hedge funds and large institutions have $554M 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

0.97% more ownership

Funds ownership: 111.08%112.05% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

6% less funds holding

Funds holding: 155145 (-10)

17% less capital invested

Capital invested by funds: $671M → $554M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
101
Barclays
United Kingdom
$163K -$683K -29,349 -80%
PFSRSONJ
102
Police & Firemen's Retirement System of New Jersey
New Jersey
$142K
VIA
103
Vanguard Investments Australia
Australia
$127K +$132K +5,673 New
SG Americas Securities
104
SG Americas Securities
New York
$108K -$264K -11,342 -70%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$107K -$8.82K -379 -7%
KK
106
KLP Kapitalforvaltning
Norway
$107K
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$101K -$18.8K -806 -15%
HAP
108
Harbor Asset Planning
Massachusetts
$89.4K
Fidelity Investments
109
Fidelity Investments
Massachusetts
$87.9K +$41.3K +1,774 +82%
SOW
110
State of Wyoming
Wyoming
$69.9K +$72.8K +3,128 New
ASN
111
Advisory Services Network
Georgia
$47K +$48.9K +2,103 New
SIC
112
Salem Investment Counselors
North Carolina
$43.6K +$45.4K +1,950 New
AIP
113
Ameritas Investment Partners
Nebraska
$43.1K
TRCT
114
Tower Research Capital (TRC)
New York
$38K +$14.8K +636 +60%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$33.9K +$2.84K +122 +9%
Fifth Third Bancorp
116
Fifth Third Bancorp
Ohio
$28.3K +$29.5K +1,266 New
SPIA
117
Steward Partners Investment Advisory
New York
$20.4K
HNB
118
Huntington National Bank
Ohio
$16.1K +$7.42K +319 +80%
VCM
119
Versant Capital Management
Arizona
$15.9K +$10.3K +442 +164%
SCM
120
Sterling Capital Management
North Carolina
$15.6K -$13.4K -575 -45%
S
121
SignatureFD
Georgia
$11.1K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$10.9K +$861 +37 +8%
GI
123
GAMMA Investing
California
$9.77K +$10.2K +437 New
CA
124
CoreCap Advisors
Michigan
$5.59K +$814 +35 +16%
MG
125
Mather Group
Illinois
$5.37K +$5.58K +240 New