i3 Verticals
IIIV
IIIV
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
2% less funds holding
Funds holding: 153 → 150 (-3)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Holders
150
Holding in Top 10
3
Calls
$3.67M
Puts
–
Top Buyers
| 1 | +$69.4M | |
| 2 | +$13.9M | |
| 3 | +$10.1M | |
| 4 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$7.83M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$7.55M |
Top Sellers
| 1 | -$8.38M | |
| 2 | -$8.21M | |
| 3 | -$6.01M | |
| 4 |
KLP
Kent Lake PR
Anasco,
Puerto Rico
|
-$5.91M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.49M |