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The Oncology Institute
TOI

115 hedge funds and large institutions have $119M invested in The Oncology Institute in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 51 increasing their positions, 27 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,368% more call options, than puts

Call options by funds: $9.35M | Put options by funds: $637K

89% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 27

0.1% more ownership

Funds ownership: 39.12% → 39.22% (+0.1%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 117 → 115 (-2)

13% less capital invested

Capital invested by funds: $137M → $119M (-$18.2M)

Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
1.42%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
25
Increased
51
Reduced
27
Closed
26
Calls
$9.35M
Puts
$637K
Net Calls
+$8.72M
Net Calls Change
-$6.81M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.4M
2
Ensign Peak Advisors
Ensign Peak Advisors
Utah
+$1.92M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.87M
4
BlackRock
BlackRock
New York
+$1.57M
5
DIG
Dauntless Investment Group
New Hampshire
+$1.42M

Top Sellers

1
CP
CenterBook Partners
Connecticut
-$4.48M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$2.12M
3
MCM
Massar Capital Management
Connecticut
-$1.42M
4
GC
GatePass Capital
Ohio
-$1.28M
5
FL
FreeGulliver LLC
Louisiana
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$6.12K +$6.1K +1,989 +66,300%
Bessemer Group
102
Bessemer Group
New Jersey
$4K – – –
CAL
103
Capital Advisors Ltd
Ohio
$4K +$3.73K +1,216 +40,533%
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.89K +$1.39K +453 +280%
Jones Financial Companies
105
Jones Financial Companies
Missouri
$1.71K +$1.77K +578 New
SCM
106
Sterling Capital Management
North Carolina
$1.59K +$392 +128 +33%
IA
107
IFP Advisors
Florida
$1.53K – – –
TPWA
108
Twin Peaks Wealth Advisors
California
$362 +$362 +118 New
AF
109
Allworth Financial
California
$332 +$153 +50 +86%
US Bancorp
110
US Bancorp
Minnesota
$295 +$294 +96 New
GI
111
GAMMA Investing
California
$193 -$297 -97 -61%
RFP
112
Root Financial Partners
California
$157 +$156 +51 New
EWA
113
EverSource Wealth Advisors
Alabama
$40 +$40 +13 New
FFA
114
Farther Finance Advisors
California
$22 +$21 +7 New
KFAS
115
Keating Financial Advisory Services
Kansas
$3 +$3 +1 New
MCM
116
Massar Capital Management
Connecticut
– -$1.42M -400,000 Closed
GC
117
GatePass Capital
Ohio
– -$1.28M -360,000 Closed
FL
118
FreeGulliver LLC
Louisiana
– -$1.27M -355,672 Closed
MS
119
Maven Securities
Jersey
– -$894K -251,128 Closed
EI
120
EAM Investors
California
– -$650K -182,509 Closed
SEI Investments
121
SEI Investments
Pennsylvania
– -$397K -111,553 Closed
GCP
122
GSA Capital Partners
United Kingdom
– -$252K -70,654 Closed
Point72 Asset Management
123
Point72 Asset Management
Connecticut
– -$247K -69,275 Closed
CM
124
Caption Management
Oklahoma
– -$178K -50,100 Closed
NC
125
nVerses Capital
Florida
– -$112K -31,595 Closed
2 3 4
5
6

TOI Hedge Fund Activity: Q1 2026 in Review

115 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in The Oncology Institute (TOI) for Q1 2026, worth a combined $119M — down 13% from $137M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of TOI and 25 opened new positions — a net loss of 1 holder — while 27 trimmed existing stakes and 51 added.

The largest buyer was Goldman Sachs, adding an estimated $2.4M. The largest seller was CenterBook Partners, cutting an estimated $4.48M.

  • 115 institutional investors held The Oncology Institute (TOI) as of Q1 2026, down from 117 in Q4 2025.
  • Funds reported $119M of The Oncology Institute stock for Q1 2026, down 13% quarter-over-quarter.
  • 25 funds opened new The Oncology Institute positions in Q1 2026 and 26 closed out, a net change of -1 holder.
  • The largest The Oncology Institute buyer in Q1 2026 was Goldman Sachs, an estimated $2.4M added.
  • The largest The Oncology Institute seller in Q1 2026 was CenterBook Partners, an estimated $4.48M sold.

Based on aggregated 13F filings for Q1 2026.