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i3 Verticals

164 hedge funds and large institutions have $885M invested in i3 Verticals in 2025 Q3 according to their latest regulatory filings, with 33 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
164
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
IA
157
IFP Advisors
Florida
$1.69K
FFO
158
Fortitude Family Office
Arizona
$1.33K
RIL
159
Rothschild Investment LLC
Illinois
$974
PFBT
160
Parkside Financial Bank & Trust
Missouri
$812
GRP
161
Global Retirement Partners
California
$714
GI
162
GAMMA Investing
California
$357
AF
163
Allworth Financial
California
$293
SAM
164
Smartleaf Asset Management
Massachusetts
$196
FFA
165
Farther Finance Advisors
California
$162
VG
166
Visualize Group
New York
PVM
167
Palogic Value Management
Texas
American Century Companies
168
American Century Companies
Missouri
TSW
169
Thompson Siegel & Walmsley
Virginia
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
AC
171
AXQ Capital
New Jersey
Renaissance Technologies
172
Renaissance Technologies
New York
SFA
173
Sequoia Financial Advisors
Ohio
AG
174
AlTi Global
New York
Group One Trading
175
Group One Trading
Illinois