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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
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$32.8K
NS
127
NBC Securities
Alabama
$27K
HNB
128
Huntington National Bank
Ohio
$26.6K
AB
129
Amalgamated Bank
New York
$19K
TRCT
130
Tower Research Capital (TRC)
New York
$16.6K
UB
131
UMB Bank
Missouri
$13.3K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$12K
SCM
133
Sterling Capital Management
North Carolina
$9.13K
QCG
134
Quadrant Capital Group
Ohio
$6.66K
MG
135
Mather Group
Illinois
$5.92K
CSC
136
Cove Street Capital
California
$5.85K
VCM
137
Versant Capital Management
Arizona
$5.72K
CA
138
Clearstead Advisors
Ohio
$5.01K
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$2.94K
New York State Teachers Retirement System (NYSTRS)
140
New York State Teachers Retirement System (NYSTRS)
New York
$2K
FHA
141
First Horizon Advisors
Tennessee
$1.95K
SS
142
SBI Securities
Japan
$1.63K
RIL
143
Rothschild Investment LLC
Illinois
$1.48K
BCMLT
144
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.28K
Fifth Third Bancorp
145
Fifth Third Bancorp
Ohio
$863
AAM
146
Advisors Asset Management
Colorado
$839
AAP
147
Arax Advisory Partners
Colorado
$716
CCM
148
Coldstream Capital Management
Washington
$642
PFBT
149
Parkside Financial Bank & Trust
Missouri
$618
LC
150
Lindbrook Capital
California
$567