THE ONCOLOGY INSTITUTE INC COM (TOI): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

THE ONCOLOGY INSTITUTE INC COM (TOI)

117 + Investors. Track Smart Money conviction in TOI. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — TOI

Based on 111 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 consecutive quarters, more hedge funds added TOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

111 hedge funds hold TOI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

🚀

Fast accumulation — +296% more funds vs a year ago

fund count last 6Q

+83 new funds entered over the past year (+296% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.

🟢

More buyers than sellers — 62% buying

77 buying48 selling

Last quarter: 77 funds were net buyers (28 opened a brand new position + 49 added to an existing one). Only 48 were sellers (26 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 15 → 42 → 35 → 28. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

📌

Mixed — 25% long-term, 52% new

■ 25% conviction (2yr+) ■ 23% medium ■ 52% new

Of the 111 current holders: 28 (25%) held >2 years, 25 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

4 → 15 → 42 → 35 → 28 new funds/Q

New funds entering each quarter: 15 → 42 → 35 → 28. A growing number of institutions are discovering TOI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 44% of holders stayed 2+ years

■ 44% veterans ■ 6% 1-2yr ■ 50% new

Of 117 current holders: 51 (44%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds

23 of 111 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

6.3

out of 10

Moderate Exit Risk

Exit risk score 6.3/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	117	109	7.34%
13F Shares	42M	34M	22.87%
Total Value	$150M	$120M	25.44%
New Positions	28	38	-10
Increased Positions	60	32	+28
Closed Positions	22	6	+16
Reduced Positions	27	25	+2
Total Calls	4	5	-20.0%
Total Puts	3	2	50.0%
PUT/CALL Ratio	0.75	0.4	Neutral

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

117

109

7.34%

13F Shares

42M

34M

22.87%

Total Value

$150M

$120M

25.44%

New Positions

-10

Increased Positions

+28

Closed Positions

+16

Reduced Positions

Total Calls

-20.0%

Total Puts

50.0%

PUT/CALL Ratio

0.75

0.4

Neutral

Institutional Holders (2026 Q1)

117 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TOI. Verified SEC 13F-HR filings.

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 15 institutional holders of TOI — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lee Financial Co	0.04%	81,362	$250K
2	R Squared Ltd	0.03%	16,353	$50K
3	WealthShield Partners, LLC	0.02%	70,154	$215K
4	KINGSWOOD WEALTH ADVISORS, LLC	0.02%	103,200	$317K
5	Granite Investment Partners, LLC	0.00%	14,831	$46K
6	Private Advisor Group, LLC	0.00%	94,170	$289K
7	Police & Firemen's Retirement System of New Jersey	0.00%	27,627	$85K
8	Capital Advisors, Ltd. LLC	0.00%	1,219	—
9	ProShare Advisors LLC	0.00%	11,561	$35K
10	SG Americas Securities, LLC	0.00%	14,098	—
11	IFP Advisors, Inc	0.00%	500	$2K
12	Sterling Capital Management LLC	0.00%	518	$2K
13	GAMMA Investing LLC	0.00%	63	—
14	Root Financial Partners, LLC	0.00%	51	—
15	Farther Finance Advisors, LLC	0.00%	7	—

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — THE ONCOLOGY INSTITUTE INC COM (TOI)

What does the Smart Money Trend signal show for TOI?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added TOI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TOI?

More buyers than sellers — 62% buying: Last quarter: 77 funds were net buyers (28 opened a brand new position + 49 added to an existing one). Only 48 were sellers (26 trimmed + 22 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOI holders?

Strong quality — 26% AUM from major funds: 23 of 111 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TOI?

Mixed — 25% long-term, 52% new: Of the 111 current holders: 28 (25%) held >2 years, 25 held 1–2 years, and 58 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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THE ONCOLOGY INSTITUTE INC COM (TOI)

Smart Money Signals — TOI

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +296% more funds vs a year ago

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-7 vs last Q)

Mixed — 25% long-term, 52% new

Growing discovery — still being found

Deep conviction — 44% of holders stayed 2+ years

Strong quality — 26% AUM from major funds

Hedge Fund Ownership: TOI

Market Analysis: TOI

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TOI

Hedge Fund Positioning: TOI

Statistics: TOI

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — THE ONCOLOGY INSTITUTE INC COM (TOI)

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