Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

THE ONCOLOGY INSTITUTE INC COM (TOI)

117 + 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
↑ +6
Streak
4Q ▲
Buyers last Q
62%

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.

Institutional Sentiment Summary — TOI

In 2025 Q4, 77 hedge funds were net buyers of TOI (28 opened a new position, 49 added to an existing one), while 48 reduced or exited (26 trimmed, 22 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 26% of total institutional value in TOI is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 111.

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

Healthcare Medical Care Facilities

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

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 0 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: TOI
2026 Q1 Stats Unlock in 6 days 117 + Investors

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

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

Statistics: TOI

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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.

Top 25 institutional holders of TOI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 T3 Companies, LLC 0.45% 111,900 $344K
2 Mount Lucas Management LP 0.28% 250,000 $768K
3 CenterBook Partners LP 0.26% 1,568,423 $4.8M
4 TIFF ADVISORY SERVICES, LLC 0.13% 195,469 $565K
5 Innovative Asset Advisors Group, LLC 0.08% 47,250 $145K
6 Fielder Capital Group LLC 0.05% 70,192 $215K
7 State of Wyoming 0.04% 103,617 $318K
8 Lee Financial Co 0.04% 81,362 $250K
9 R Squared Ltd 0.03% 16,353 $50K
10 WealthShield Partners, LLC 0.02% 70,154 $215K
11 Caitong International Asset Management Co., Ltd 0.02% 33,280 $102K
12 KINGSWOOD WEALTH ADVISORS, LLC 0.02% 103,200 $317K
13 Pekin Hardy Strauss, Inc. 0.01% 32,000 $98K
14 NINE MASTS CAPITAL Ltd 0.01% 14,018 $43K
15 Ensign Peak Advisors, Inc 0.00% 626,852 $1.9M
16 Granite Investment Partners, LLC 0.00% 14,831 $46K
17 Arax Advisory Partners 0.00% 28,706 $88K
18 Private Advisor Group, LLC 0.00% 94,170 $289K
19 Quantbot Technologies LP 0.00% 9,455 $29K
20 Police & Firemen's Retirement System of New Jersey 0.00% 27,627 $85K
21 INTECH INVESTMENT MANAGEMENT LLC 0.00% 22,482 $69K
22 AMG National Trust Bank 0.00% 10,000 $31K
23 Ameritas Investment Partners, Inc. 0.00% 6,026 $18K
24 Capital Advisors, Ltd. LLC 0.00% 1,219 —
25 Cetera Investment Advisers 0.00% 128,195 $394K
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.

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.