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The Oncology Institute

117 hedge funds and large institutions have $137M invested in The Oncology Institute in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 26 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

6,581% more call options, than puts

Call options by funds: $15.8M | Put options by funds: $236K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

81% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 26

61% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 18

13% more capital invested

Capital invested by funds: $121M → $137M (+$16.1M)

8% more funds holding

Funds holding: 108117 (+9)

2.04% more ownership

Funds ownership: 37.08%39.12% (+2%)

Holders
117
Holders Change
+9
Holders Change %
+8.33%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
29
Increased
47
Reduced
26
Closed
18
Calls
$15.8M
Puts
$236K
Net Calls
+$15.5M
Net Calls Change
+$12.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MLM
26
Mount Lucas Management
Pennsylvania
$890K +$332K +89,500 +56%
Morgan Stanley
27
Morgan Stanley
New York
$791K +$486K +131,037 +144%
Charles Schwab
28
Charles Schwab
California
$741K +$76.9K +20,731 +11%
TC
29
T3 Companies
New York
$716K +$746K +201,100 New
TAS
30
TIFF Advisory Services
Pennsylvania
$696K -$2.45M -661,059 -77%
Millennium Management
31
Millennium Management
New York
$688K -$2.81M -757,860 -80%
EI
32
EAM Investors
California
$650K
Marshall Wace
33
Marshall Wace
United Kingdom
$642K +$575K +155,136 +616%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$554K +$578K +155,724 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$494K +$25.7K +6,941 +5%
ECM
36
ExodusPoint Capital Management
New York
$418K +$7.72K +2,083 +2%
SEI Investments
37
SEI Investments
Pennsylvania
$397K +$414K +111,553 New
SOW
38
State of Wyoming
Wyoming
$380K +$162K +43,688 +69%
Barclays
39
Barclays
United Kingdom
$379K +$76.4K +20,605 +24%
KWA
40
Kingswood Wealth Advisors
California
$351K +$78.3K +21,100 +27%
HighTower Advisors
41
HighTower Advisors
Illinois
$306K +$16.6K +4,489 +6%
BFM
42
Boothbay Fund Management
New York
$303K -$603K -162,654 -66%
Wells Fargo
43
Wells Fargo
California
$298K +$168K +45,234 +118%
LF
44
Lee Financial
Texas
$290K
Creative Planning
45
Creative Planning
Kansas
$280K +$292K +78,633 New
N
46
Nuveen
North Carolina
$273K
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$266K -$32.6K -8,794 -11%
GCP
48
GSA Capital Partners
United Kingdom
$252K +$262K +70,654 New
FCG
49
Fielder Capital Group
Tennessee
$250K
WP
50
WealthShield Partners
North Carolina
$250K