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i3 Verticals
IIIV

Overview Fund Activity

150 hedge funds and large institutions have $795M invested in i3 Verticals in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 59 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.01%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
25
Increased
59
Reduced
39
Closed
27
Calls
$3.67M
Puts
–
Net Calls
+$3.67M
Net Calls Change
+$2.76M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$87.3M
2
Vanguard Group
Vanguard Group
Pennsylvania
$50.9M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15M
4
PAIM
Punch & Associates Investment Management
Minnesota
$21.1M
5
WA
Wasatch Advisors
Utah
$8.27M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$0
2
Marshall Wace
Marshall Wace
United Kingdom
$0
3
ACA
AYAL Capital Advisors
Ontario, Canada
$0
4
KLP
Kent Lake PR
Puerto Rico
$0
5
Bank of America
Bank of America
North Carolina
$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
101
D.A. Davidson & Co
Montana
$253K -$5.5K -200 -2%
AG
102
AlTi Global
New York
$240K – – –
Manulife (Manufacturers Life Insurance)
103
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$237K +$11K +402 +5%
IB
104
Intrust Bank
Kansas
$237K +$237K +8,615 New
GJWM
105
Gilliland Jeter Wealth Management
Arkansas
$231K – – –
Zurich Cantonal Bank
106
Zurich Cantonal Bank
Switzerland
$216K +$78.6K +2,859 +57%
EF
107
Empowered Funds
Pennsylvania
$210K +$210K +7,645 New
A
108
AlphaQuest
New York
$189K – – –
Mitsubishi UFJ Asset Management
109
Mitsubishi UFJ Asset Management
Japan
$189K -$29.1K -1,060 -13%
CIBC Private Wealth Group
110
CIBC Private Wealth Group
Georgia
$140K +$8.38K +305 +6%
PFSRSONJ
111
Police & Firemen's Retirement System of New Jersey
New Jersey
$135K – – –
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$124K +$70K +2,547 +129%
KK
113
KLP Kapitalforvaltning
Norway
$118K – – –
HAP
114
Harbor Asset Planning
Massachusetts
$110K +$110K +4,000 New
Group One Trading
115
Group One Trading
Illinois
$76.3K -$6.1K -222 -7%
AIP
116
Ameritas Investment Partners
Nebraska
$61.5K – – –
TRCT
117
Tower Research Capital (TRC)
New York
$61K +$42.5K +1,547 +230%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$60.4K +$23.9K +870 +66%
SIC
119
Salem Investment Counselors
North Carolina
$53.6K – – –
Fidelity Investments
120
Fidelity Investments
Massachusetts
$51.6K +$10.2K +373 +25%
SOW
121
State of Wyoming
Wyoming
$51.5K -$59.6K -2,168 -54%
SPIA
122
Steward Partners Investment Advisory
New York
$47K – – –
Comerica Bank
123
Comerica Bank
Texas
$47K +$6.16K +224 +15%
NS
124
NBC Securities
Alabama
$28K -$2.43K -90 -8%
HNB
125
Huntington National Bank
Ohio
$26.6K -$3.08K -112 -10%
3 4
5
6 7