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i3 Verticals

163 hedge funds and large institutions have $885M invested in i3 Verticals in 2025 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
163
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
$1.84M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SO
101
STRS Ohio
Ohio
$351K
LIA
102
LBMC Investment Advisors
Tennessee
$339K
Universal-Beteiligungs- und Servicegesellschaft
103
Universal-Beteiligungs- und Servicegesellschaft
Germany
$332K
IB
104
Intrust Bank
Kansas
$315K
Citigroup
105
Citigroup
New York
$313K
Janus Henderson Group
106
Janus Henderson Group
United Kingdom
$312K
Mercer Global Advisors
107
Mercer Global Advisors
Colorado
$298K
EF
108
Empowered Funds
Pennsylvania
$287K
ATPW
109
Ashton Thomas Private Wealth
Arizona
$284K
DADC
110
D.A. Davidson & Co
Montana
$273K
GJWM
111
Gilliland Jeter Wealth Management
Arkansas
$273K
P
112
&Partners
Tennessee
$270K
Manulife (Manufacturers Life Insurance)
113
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K
Zurich Cantonal Bank
114
Zurich Cantonal Bank
Switzerland
$255K
Wolverine Trading
115
Wolverine Trading
Illinois
$238K
FWCM
116
Ferguson Wellman Capital Management
Oregon
$234K
Mitsubishi UFJ Asset Management
117
Mitsubishi UFJ Asset Management
Japan
$231K
A
118
AlphaQuest
New York
$224K
ASRS
119
Arizona State Retirement System
Arizona
$222K
TSS
120
Two Sigma Securities
New York
$218K
PFSRSONJ
121
Police & Firemen's Retirement System of New Jersey
New Jersey
$207K
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$206K
SL
123
Summitry LLC
California
$202K
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$150K
KK
125
KLP Kapitalforvaltning
Norway
$140K