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i3 Verticals

145 hedge funds and large institutions have $554M invested in i3 Verticals in 2026 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 50 increasing their positions, 51 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.97% more ownership

Funds ownership: 111.08%112.05% (+0.97%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 51

6% less funds holding

Funds holding: 155145 (-10)

17% less capital invested

Capital invested by funds: $671M → $554M (-$117M)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
23
Increased
50
Reduced
51
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
151
Janney Montgomery Scott
Pennsylvania
-$371K -14,733 Closed
GAM
152
Gotham Asset Management
New York
-$345K -13,688 Closed
Squarepoint
153
Squarepoint
New York
-$332K -13,191 Closed
TSS
154
Two Sigma Securities
New York
-$311K -12,351 Closed
P
155
&Partners
Tennessee
-$297K -11,996 Closed
Verition Fund Management
156
Verition Fund Management
Connecticut
-$287K -11,400 Closed
ACM
157
Aquatic Capital Management
Illinois
-$283K -11,215 Closed
IIM
158
INTECH Investment Management
Florida
-$276K -10,952 Closed
FWCM
159
Ferguson Wellman Capital Management
Oregon
-$275K -10,901 Closed
ATPW
160
Ashton Thomas Private Wealth
Arizona
-$215K -8,524 Closed
GJWM
161
Gilliland Jeter Wealth Management
Arkansas
-$212K -8,400 Closed
A
162
AlphaQuest
New York
-$177K -7,043 Closed
AB
163
Amalgamated Bank
New York
-$19K -739 Closed
EPG
164
Estate Planners Group
Pennsylvania
-$14.9K -591 Closed
TSMHT
165
Thurston Springer Miller Herd & Titak
Indiana
-$10.1K -400 Closed
PMFA
166
Plante Moran Financial Advisors
Michigan
-$8.94K -355 Closed
BNP Paribas Asset Management
167
BNP Paribas Asset Management
France
-$7K -269 Closed
UB
168
UMB Bank
Missouri
-$5.44K -216 Closed
ACM
169
Aster Capital Management
United Arab Emirates
-$3.68K -146 Closed
Mirae Asset Global Investments
170
Mirae Asset Global Investments
South Korea
-$2.14K -85 Closed
AAP
171
Arax Advisory Partners
Colorado
-$731 -29 Closed
PFBT
172
Parkside Financial Bank & Trust
Missouri
-$630 -25 Closed
C
173
Covestor
United Kingdom
+$70 +3 +100%