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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 %
GCM
1
Geneva Capital Management
Wisconsin
$44.1M +$29.9K +1,210 +0.1%
BlackRock
2
BlackRock
New York
$43.6M -$279K -11,293 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$32M -$685K -27,753 -2%
CC
4
Crosslink Capital
California
$30.7M +$3.97M +161,019 +15%
RIM
5
Ranger Investment Management
Texas
$28.2M -$277K -11,240 -1%
AC
6
AltraVue Capital
Washington
$27.3M +$4.87M +197,390 +22%
LPP
7
Long Path Partners
Connecticut
$24.6M +$449K +18,219 +2%
PCM
8
Portolan Capital Management
Massachusetts
$19.5M +$2.79M +113,021 +17%
FCM
9
Forager Capital Management
Alabama
$18.9M – – –
HA
10
Heartland Advisors
Wisconsin
$18.7M -$1.29M -52,350 -6%
State Street
11
State Street
Massachusetts
$16.1M +$3.35M +135,954 +26%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.9M +$2.66M +107,814 +20%
Raymond James Financial
13
Raymond James Financial
Florida
$13.8M -$469K -19,027 -3%
RA
14
Royce & Associates
New York
$12.9M -$479K -19,430 -4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$12.7M +$398K +16,119 +3%
PAIM
16
Punch & Associates Investment Management
Minnesota
$11.2M +$11.2M +454,272 New
T. Rowe Price Investment Management
17
T. Rowe Price Investment Management
Maryland
$10M +$10M +406,076 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$9.89M -$2.89K -117 -0%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$9.64M +$2.11M +85,380 +28%
NC
20
Nicholas Company
Wisconsin
$8.51M – – –
Ameriprise
21
Ameriprise
Minnesota
$8.38M -$144K -5,826 -2%
Marshall Wace
22
Marshall Wace
United Kingdom
$8.21M +$3.89M +157,532 +90%
VG
23
Visualize Group
New York
$7.01M +$7.01M +284,287 New
CIM
24
Confluence Investment Management
Missouri
$6.86M -$357K -14,482 -5%
CRM
25
Cramer Rosenthal McGlynn
Connecticut
$6.79M -$29.8K -1,207 -0.4%
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