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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
AAM
151
Advisors Asset Management
Colorado
$3.73K
Osaic Holdings
152
Osaic Holdings
Arizona
$3.7K
CIAM
153
Caitong International Asset Management
Hong Kong
$3.18K
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$2.31K
LFG
155
Larson Financial Group
Missouri
$2.31K
CFG
156
Clayton Financial Group
Missouri
$1.95K
FFO
157
Fortitude Family Office
Arizona
$1.33K
RIL
158
Rothschild Investment LLC
Illinois
$974
PFBT
159
Parkside Financial Bank & Trust
Missouri
$812
GRP
160
Global Retirement Partners
California
$714
GI
161
GAMMA Investing
California
$357
SAM
162
Smartleaf Asset Management
Massachusetts
$196
FFA
163
Farther Finance Advisors
California
$162
VG
164
Visualize Group
New York
PVM
165
Palogic Value Management
Texas
American Century Companies
166
American Century Companies
Missouri
TSW
167
Thompson Siegel & Walmsley
Virginia
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
AC
169
AXQ Capital
New Jersey
Renaissance Technologies
170
Renaissance Technologies
New York
SFA
171
Sequoia Financial Advisors
Ohio
AG
172
AlTi Global
New York
Group One Trading
173
Group One Trading
Illinois
MYIA
174
Mount Yale Investment Advisors
Colorado
CA
175
Clearstead Advisors
Ohio