Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

The Oncology Institute Inc (TOI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — TOI

Based on 113 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their TOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
113 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 — +169% more funds vs a year ago

fund count last 6Q
+71 new funds entered over the past year (+169% 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.
🟡

Slight buying edge — 59% buying

77 buying54 selling
Last quarter: 77 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 36 → 29 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 27% long-term, 44% new

■ 27% conviction (2yr+) ■ 29% medium ■ 44% new
Of the 113 current holders: 30 (27%) held >2 years, 33 held 1–2 years, and 50 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.
📊

Peak discovery — momentum slowing

16 → 42 → 36 → 29 → 25 new funds/Q
New funds entering each quarter: 42 → 36 → 29 → 25. TOI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 42% veterans vs 53% newcomers

■ 42% veterans ■ 5% 1-2yr ■ 53% new
Entry-cohort mix of 118 holders: 49 (42%) are 2+ year veterans, 6 entered 1–2 years ago, and 63 (53%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
31 of 113 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Institutional Sentiment Summary — TOI

In 2026 Q1, 77 hedge funds were net buyers of TOI (25 opened a new position, 52 added to an existing one), while 54 reduced or exited (27 trimmed, 27 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 22% of total institutional value in TOI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 113.

Hedge Fund Ownership: TOI

How many hedge funds hold TOI — quarterly history vs. share price
Quarterly hedge fund ownership of TOI vs. share price

Market Analysis: TOI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TOI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy The Oncology Institute Inc (TOI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much TOI has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
TOI
nan%
XLV
+2.1%

TOI outperformed XLV by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
TOI
nan%
XLV
+3.2%

Since the filing became public, TOI outperformed XLV by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 0 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: TOI
113 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 113 115 -1.74%
13F Shares 41M 42M -3.02%
Total Value $125M $150M -16.5%
New Positions 25 29 -4
Increased Positions 50 49 +1
Closed Positions 27 22 +5
Reduced Positions 26 23 +3
Total Calls 3 4 -25.0%
Total Puts 2 3 -33.33%
PUT/CALL Ratio 0.67 0.75 Bullish

Statistics: TOI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

113 + investors

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

QUARTER:
Top 25 TOI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Josh Arnold Investment Consultant, LLC 6.47% 2,464,359 $7.6M
2 Kanen Wealth Management LLC 3.07% 2,777,858 $8.5M
3 Dauntless Investment Group, LLC 0.94% 462,057 $1.4M
4 FourWorld Capital Management LLC 0.78% 499,196 $1.5M
5 Wexford Capital LP 0.76% 1,711,323 $5.3M
6 BRC Group Holdings, Inc. 0.63% 929,734 $2.9M
7 T3 Companies, LLC 0.45% 111,900 $344K
8 Mount Lucas Management LP 0.28% 250,000 $768K
9 CenterBook Partners LP 0.26% 1,568,423 $4.8M
10 Tiff Advisory Services, LLC 0.13% 195,469 $565K
11 Deerfield Management Company, L.P. 0.12% 3,360,052 $10.3M
12 Innovative Asset Advisors Group, LLC 0.08% 47,250 $145K
13 Fielder Capital Group LLC 0.05% 70,192 $215K
14 State of Wyoming 0.04% 103,617 $318K
15 Lee Financial Co 0.04% 81,362 $250K
16 R Squared Ltd 0.03% 16,353 $50K
17 WealthShield Partners, LLC 0.02% 70,154 $215K
18 EntryPoint Capital, LLC 0.02% 23,852 $73K
19 Caitong International Asset Management Co., Ltd 0.02% 33,280 $102K
20 Kingswood Wealth Advisors, LLC 0.02% 103,200 $317K
21 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.01% 29,534 $91K
22 Pekin Hardy Strauss, Inc. 0.01% 32,000 $98K
23 ADAR1 Capital Management, LLC 0.01% 50,000 $154K
24 Balyasny Asset Management L.P. 0.01% 1,826,370 $5.6M
25 Aquatic Capital Management LLC 0.01% 78,468 $241K
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 (TOI)

What does the Smart Money Trend signal show for TOI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their TOI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for TOI?

Slight buying edge — 59% buying: Last quarter: 77 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TOI holders?

Strong quality — 22% AUM from major funds: 31 of 113 holders rank in the top 100 by AUM, accounting for 22% 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 — 27% long-term, 44% new: Of the 113 current holders: 30 (27%) held >2 years, 33 held 1–2 years, and 50 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.

Is it too late to buy The Oncology Institute Inc (TOI) following the 2026 Q1 hedge fund 13F filings?

As of today, TOI has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.2% for the XLV sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), TOI has gained nan% vs +2.1% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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