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The Oncology Institute

108 hedge funds and large institutions have $121M invested in The Oncology Institute in 2025 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,185% more call options, than puts

Call options by funds: $3.55M | Put options by funds: $108K

483% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 6

85% more capital invested

Capital invested by funds: $65.5M → $121M (+$55.5M)

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

37% more funds holding

Funds holding: 79108 (+29)

2.33% more ownership

Funds ownership: 34.75%37.08% (+2.3%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
108
Holders Change
+29
Holders Change %
+36.71%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
35
Increased
33
Reduced
24
Closed
6
Calls
$3.55M
Puts
$108K
Net Calls
+$3.44M
Net Calls Change
+$3.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SOW
51
State of Wyoming
Wyoming
$220K +$154K +44,937 +249%
AllianceBernstein
52
AllianceBernstein
Tennessee
$215K +$80.9K +23,600 +62%
Bank of America
53
Bank of America
North Carolina
$181K +$88.8K +25,916 +100%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$158K +$94.9K +27,700 +158%
AQR Capital Management
55
AQR Capital Management
Connecticut
$154K +$151K +44,065 New
DC
56
Diametric Capital
Massachusetts
$150K +$147K +42,945 New
NA
57
NewEdge Advisors
Louisiana
$150K +$147K +42,925 New
QC
58
Quadrature Capital
United Kingdom
$141K -$135K -39,480 -50%
Invesco
59
Invesco
Georgia
$135K -$415 -121 -0.3%
Wells Fargo
60
Wells Fargo
California
$134K +$26.9K +7,863 +26%
Raymond James Financial
61
Raymond James Financial
Florida
$125K +$114K +33,417 +1,434%
T. Rowe Price Associates
62
T. Rowe Price Associates
Maryland
$104K
SG Americas Securities
63
SG Americas Securities
New York
$99K +$97.1K +28,345 New
Mirae Asset Global ETFs Holdings
64
Mirae Asset Global ETFs Holdings
Hong Kong
$94.8K -$17.5K -5,108 -16%
LFG
65
Larson Financial Group
Missouri
$91.7K +$90.1K +26,287 New
Marshall Wace
66
Marshall Wace
United Kingdom
$87.8K -$4.97M -1,451,782 -98%
JP Morgan Chase
67
JP Morgan Chase
New York
$85.3K -$12K -3,506 -13%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$83K +$81.5K +23,794 New
MIM
69
MetLife Investment Management
New Jersey
$75.5K -$62.7K -18,309 -46%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$72.6K -$332 -97 -0.5%
IIM
71
INTECH Investment Management
Florida
$68.4K -$30.9K -9,005 -31%
Verition Fund Management
72
Verition Fund Management
Connecticut
$62.9K -$417K -121,743 -87%
Prudential Financial
73
Prudential Financial
New Jersey
$61.9K +$60.8K +17,735 New
IF
74
Intrua Financial
Texas
$60.8K +$59.7K +17,414 New
PFSRSONJ
75
Police & Firemen's Retirement System of New Jersey
New Jersey
$53.7K

TOI Hedge Fund Activity: Q3 2025 in Review

108 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q3 2025, worth a combined $121M — up 85% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new TOI positions and 6 closed out — a net gain of 29 holders — while 33 added to existing stakes and 24 trimmed.

The largest buyer was CenterBook Partners, adding an estimated $6.81M. The largest seller was TIFF Advisory Services, cutting an estimated $9.52M.

  • 108 institutional investors held The Oncology Institute (TOI) as of Q3 2025, up from 79 in Q2 2025.
  • Funds reported $121M of The Oncology Institute stock for Q3 2025, up 85% quarter-over-quarter.
  • 35 funds opened new The Oncology Institute positions in Q3 2025 and 6 closed out, a net change of +29 holders.
  • The largest The Oncology Institute buyer in Q3 2025 was CenterBook Partners, an estimated $6.81M added.
  • The largest The Oncology Institute seller in Q3 2025 was TIFF Advisory Services, an estimated $9.52M sold.

Based on aggregated 13F filings for Q3 2025.