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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 %
IA
151
IFP Advisors
Florida
$296 -$276 – –
SAM
152
Smartleaf Asset Management
Massachusetts
$147 – – –
Osaic Holdings
153
Osaic Holdings
Arizona
$123 -$3.99K -162 -97%
Mirae Asset Global Investments
154
Mirae Asset Global Investments
South Korea
$83 +$80 +1,976 +2,744%
HRCM
155
Hood River Capital Management
Florida
– -$17.1M -743,705 Closed
VC
156
Voss Capital
Texas
– -$2.53M -110,000 Closed
CP
157
Covenant Partners
Tennessee
– -$1.4M -60,869 Closed
BAM
158
Bastion Asset Management
Canada
– -$1.24M -54,021 Closed
Two Sigma Investments
159
Two Sigma Investments
New York
– -$1.2M -52,296 Closed
NRCM
160
North Reef Capital Management
California
– -$1.06M -46,069 Closed
ECM
161
ExodusPoint Capital Management
New York
– -$884K -38,374 Closed
CA
162
Continental Advisors
Utah
– -$760K -32,969 Closed
Jane Street
163
Jane Street
New York
– -$755K -32,765 Closed
HF
164
HRT Financial
New York
– -$681K -29,594 Closed
XT
165
XTX Topco
Cayman Islands
– -$353K -15,317 Closed
DTL
166
Dynamic Technology Lab
Singapore
– -$344K -14,924 Closed
Squarepoint
167
Squarepoint
New York
– -$294K -12,774 Closed
NRD
168
Nebula Research & Development
New York
– -$294K -12,742 Closed
CAM
169
Cresset Asset Management
Illinois
– -$262K -11,373 Closed
OAM
170
Oxford Asset Management
United Kingdom
– -$256K -11,098 Closed
2C
171
272 Capital
Texas
– -$253K -11,000 Closed
RCG
172
Rock Creek Group
District of Columbia
– -$230K -9,979 Closed
PTC
173
Petrus Trust Company
Texas
– -$211K -9,177 Closed
VWM
174
Venturi Wealth Management
Texas
– -$5.37K -233 Closed
Creative Planning
175
Creative Planning
Kansas
– -$899 -39 Closed
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