IIIV icon

i3 Verticals
IIIV

Overview Fund Activity

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
Holders
153
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
43
Reduced
58
Closed
22
Calls
$920K
Puts
$10K
Net Calls
+$910K
Net Calls Change
-$1.02M

Top Buyers

1
PAIM
Punch & Associates Investment Management
Minnesota
+$11.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$10M
3
VG
Visualize Group
New York
+$7.01M
4
HCA
Harbor Capital Advisors
Illinois
+$6.71M
5
Bank of America
Bank of America
North Carolina
+$5.07M

Top Sellers

1
HRCM
Hood River Capital Management
Florida
-$17.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$7.43M
3
Goldman Sachs
Goldman Sachs
New York
-$5.57M
4
EWA
EverSource Wealth Advisors
Alabama
-$4.42M
5
VC
Voss Capital
Texas
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$236K – – –
DADC
102
D.A. Davidson & Co
Montana
$232K +$232K +9,400 New
AG
103
AlTi Global
New York
$216K – – –
AQR Capital Management
104
AQR Capital Management
Connecticut
$209K +$209K +8,467 New
GJWM
105
Gilliland Jeter Wealth Management
Arkansas
$207K +$207K +8,400 New
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$203K +$203K +8,217 New
Mitsubishi UFJ Asset Management
107
Mitsubishi UFJ Asset Management
Japan
$196K +$19.6K +796 +11%
A
108
AlphaQuest
New York
$170K – – –
MAM
109
Meeder Asset Management
Ohio
$151K +$151K +6,122 New
EWA
110
EverSource Wealth Advisors
Alabama
$126K -$4.42M -179,020 -97%
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 -$251K -10,193 -68%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$109K -$10.6K -464 -9%
KK
115
KLP Kapitalforvaltning
Norway
$106K – – –
Simplex Trading
116
Simplex Trading
Illinois
$105K -$36.8K -1,505 -26%
SOW
117
State of Wyoming
Wyoming
$99.7K -$171K -6,946 -63%
Group One Trading
118
Group One Trading
Illinois
$74K +$51.5K +2,088 +229%
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 -$8.73K -354 -15%
SIC
122
Salem Investment Counselors
North Carolina
$48.1K – – –
SPIA
123
Steward Partners Investment Advisory
New York
$42.2K -$5.87K -238 -12%
Fidelity Investments
124
Fidelity Investments
Massachusetts
$37.2K +$15.3K +620 +70%
Comerica Bank
125
Comerica Bank
Texas
$36.7K +$2.86K +116 +8%
3 4
5
6 7