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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 %
BNP Paribas Financial Markets
126
BNP Paribas Financial Markets
France
$32.8K -$93.4K -3,784 -74%
NS
127
NBC Securities
Alabama
$27K +$27K +1,125 +112,500%
HNB
128
Huntington National Bank
Ohio
$26.6K +$4.96K +201 +23%
AB
129
Amalgamated Bank
New York
$19K +$1.16K +48 +7%
TRCT
130
Tower Research Capital (TRC)
New York
$16.6K -$89.4K -3,623 -84%
UB
131
UMB Bank
Missouri
$13.3K +$3.06K +124 +30%
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$12K +$3.63K +145 +43%
SCM
133
Sterling Capital Management
North Carolina
$9.13K -$7.67K -311 -46%
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 +$5.01K +203 New
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$2.94K +$2.02K +82 +222%
New York State Teachers Retirement System (NYSTRS)
140
New York State Teachers Retirement System (NYSTRS)
New York
$2K +$2K +100 New
FHA
141
First Horizon Advisors
Tennessee
$1.95K – – –
SS
142
SBI Securities
Japan
$1.63K +$1.63K +66 New
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 +$863 +35 New
AAM
146
Advisors Asset Management
Colorado
$839 +$839 +34 New
AAP
147
Arax Advisory Partners
Colorado
$716 – – –
CCM
148
Coldstream Capital Management
Washington
$642 +$642 +26 New
PFBT
149
Parkside Financial Bank & Trust
Missouri
$618 +$618 +25 New
LC
150
Lindbrook Capital
California
$567 – – –
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