TOI Hedge Fund Ownership (Q2 2026)

The Oncology Institute Inc (TOI)

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

Smart Money Signals — TOI

Based on 118 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

118 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 — +51% more funds vs a year ago

fund count last 6Q

+40 new funds entered over the past year (+51% 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.

🟢

More buyers than sellers — 60% buying

78 buying51 selling

Last quarter: 78 funds were net buyers (29 opened a brand new position + 49 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~29 new funds per quarter

new funds entering per quarter

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

📌

Mixed — 26% long-term, 38% new

■ 26% conviction (2yr+) ■ 36% medium ■ 38% new

Of the 118 current holders: 31 (26%) held >2 years, 42 held 1–2 years, and 45 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.

💰

Value +82% but shares only +5% — price-driven

Value

+81%

+4%

Last quarter: the total dollar value of institutional holdings rose +82%, but actual share count only changed +5%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📊

Peak discovery — momentum slowing

42 → 36 → 29 → 25 → 29 new funds/Q

New funds entering each quarter: 36 → 29 → 25 → 29. 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.

📊

Mixed cohorts — 39% veterans, 54% new entrants

■ 39% veterans ■ 7% 1-2yr ■ 54% new

Of 123 current holders: 48 (39%) held 2+ years, 9 held 1–2 years, 66 (54%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.

🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds

35 of 117 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	117	113	3.54%
13F Shares	43M	41M	4.9%
Total Value	$228M	$125M	81.54%
New Positions	29	25	+4
Increased Positions	48	50	-2
Closed Positions	24	27	-3
Reduced Positions	25	26	-1
Total Calls	3	3	-
Total Puts	3	2	50.0%
PUT/CALL Ratio	1.0	0.67	Neutral

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

117

113

3.54%

13F Shares

43M

41M

4.9%

Total Value

$228M

$125M

81.54%

New Positions

Increased Positions

-2

Closed Positions

-3

Reduced Positions

-1

Total Calls

Total Puts

50.0%

PUT/CALL Ratio

1.0

0.67

Neutral

Institutional Holders (2026 Q2)

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.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 TOI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Josh Arnold Investment Consultant, LLC	8.42%	2,464,359	$13.4M
2	FourWorld Capital Management LLC	2.47%	499,196	$2.7M
3	Wexford Capital LP	1.19%	1,711,323	$9.3M
4	BRC Group Holdings, Inc.	0.93%	742,593	$4.0M
5	Manatuck Hill Partners, LLC	0.81%	450,000	$2.4M
6	Dauntless Investment Group, LLC	0.70%	163,570	$888K
7	Formula Growth Ltd	0.57%	300,000	$1.6M
8	Mount Lucas Management LP	0.48%	250,000	$1.4M
9	T3 Companies, LLC	0.46%	80,000	$434K
10	CenterBook Partners LP	0.33%	1,241,660	$6.7M
11	Panoramic Capital, LLC	0.23%	100,000	$543K
12	Deerfield Management Company, L.P.	0.19%	3,360,052	$18.2M
13	White Pine Capital LLC	0.11%	85,618	$465K
14	Inspire Investing, LLC	0.09%	424,008	$2.3M
15	Informed Momentum Co LLC	0.09%	188,467	$1.0M
16	Innovative Asset Advisors Group, LLC	0.09%	36,000	$195K
17	Fielder Capital Group LLC	0.08%	70,192	$381K
18	State of Wyoming	0.04%	72,882	$396K
19	R Squared Ltd	0.03%	11,482	$62K
20	Kingswood Wealth Advisors, LLC	0.03%	121,900	$662K
21	Blackhawk Capital Partners, LLC	0.03%	15,000	$81K
22	FreeGulliver LLC	0.02%	12,350	$67K
23	Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	0.02%	29,534	$160K
24	Globeflex Capital L P	0.02%	26,111	$142K
25	Boothbay Fund Management, LLC	0.02%	233,379	$1.3M

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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, 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 — 60% buying: Last quarter: 78 funds were net buyers (29 opened a brand new position + 49 added to an existing one). Only 51 were sellers (27 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TOI holders?

Elite ownership — 40% AUM from top-100 funds: 35 of 117 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in TOI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held TOI?

Mixed — 26% long-term, 38% new: Of the 118 current holders: 31 (26%) held >2 years, 42 held 1–2 years, and 45 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

The Oncology Institute Inc (TOI)

Smart Money Signals — TOI

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Fast accumulation — +51% more funds vs a year ago

More buyers than sellers — 60% buying

Steady new buyers — ~29 new funds per quarter

Mixed — 26% long-term, 38% new

Value +82% but shares only +5% — price-driven

Peak discovery — momentum slowing

Mixed cohorts — 39% veterans, 54% new entrants

Elite ownership — 40% AUM from top-100 funds

Institutional Sentiment Summary — TOI

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 Q2)

Frequently Asked Questions — The Oncology Institute Inc (TOI)

Welcome to 13Foresight!