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i3 Verticals

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

9% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 22

0% more funds holding

Funds holding: 153153 (0)

26% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 58

Holders
153
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$920K
Puts
$10K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$236K
DADC
102
D.A. Davidson & Co
Montana
$232K
AG
103
AlTi Global
New York
$216K
AQR Capital Management
104
AQR Capital Management
Connecticut
$209K
GJWM
105
Gilliland Jeter Wealth Management
Arkansas
$207K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$196K
A
108
AlphaQuest
New York
$170K
MAM
109
Meeder Asset Management
Ohio
$151K
EWA
110
EverSource Wealth Advisors
Alabama
$126K
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$123K
PFSRSONJ
112
Police & Firemen's Retirement System of New Jersey
New Jersey
$121K
ACM
113
Aquatic Capital Management
Illinois
$119K
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$109K
KK
115
KLP Kapitalforvaltning
Norway
$106K
Simplex Trading
116
Simplex Trading
Illinois
$105K
SOW
117
State of Wyoming
Wyoming
$99.7K
Group One Trading
118
Group One Trading
Illinois
$74K
JFGIW
119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71.8K
AIP
120
Ameritas Investment Partners
Nebraska
$55.2K
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$48.7K
SIC
122
Salem Investment Counselors
North Carolina
$48.1K
SPIA
123
Steward Partners Investment Advisory
New York
$42.2K
Fidelity Investments
124
Fidelity Investments
Massachusetts
$37.2K
Comerica Bank
125
Comerica Bank
Texas
$36.7K