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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
HAP
126
Harbor Asset Planning
Massachusetts
$130K
CIBC Private Wealth Group
127
CIBC Private Wealth Group
Georgia
$106K
JFGIW
128
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$79.4K
ASN
129
Advisory Services Network
Georgia
$75.4K
Fidelity Investments
130
Fidelity Investments
Massachusetts
$65.6K
Comerica Bank
131
Comerica Bank
Texas
$63.7K
SIC
132
Salem Investment Counselors
North Carolina
$63.3K
AIP
133
Ameritas Investment Partners
Nebraska
$62.6K
SOW
134
State of Wyoming
Wyoming
$61K
SCM
135
Sterling Capital Management
North Carolina
$48.2K
NS
136
NBC Securities
Alabama
$33.8K
HNB
137
Huntington National Bank
Ohio
$31.8K
SPIA
138
Steward Partners Investment Advisory
New York
$29.7K
AB
139
Amalgamated Bank
New York
$25K
UB
140
UMB Bank
Missouri
$16.5K
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$14K
TRCT
142
Tower Research Capital (TRC)
New York
$9.32K
VCM
143
Versant Capital Management
Arizona
$9.25K
QCG
144
Quadrant Capital Group
Ohio
$8.77K
MG
145
Mather Group
Illinois
$7.79K
CA
146
CoreCap Advisors
Michigan
$6.98K
S
147
SignatureFD
Georgia
$6.85K
SWM
148
Spire Wealth Management
Virginia
$6.3K
Optiver Holding
149
Optiver Holding
Netherlands
$5.39K
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$4.22K