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The Oncology Institute

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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

4% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 26

2% less funds holding

Funds holding: 117115 (-2)

13% less capital invested

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

Holders
115
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.35M
Puts
$637K
Net Calls
Net Calls Change

Top Buyers

1 +$2.4M
2 +$1.92M
3 +$1.87M
4
BlackRock
BlackRock
New York
+$1.57M
5
DIG
Dauntless Investment Group
New Hampshire
+$1.42M

Top Sellers

1 -$4.48M
2 -$2.12M
3 -$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
Bessemer Group
102
Bessemer Group
New Jersey
$4K
CAL
103
Capital Advisors Ltd
Ohio
$4K
PNC Financial Services Group
104
PNC Financial Services Group
Pennsylvania
$1.89K
Jones Financial Companies
105
Jones Financial Companies
Missouri
$1.71K
SCM
106
Sterling Capital Management
North Carolina
$1.59K
IA
107
IFP Advisors
Florida
$1.53K
TPWA
108
Twin Peaks Wealth Advisors
California
$362
AF
109
Allworth Financial
California
$332
US Bancorp
110
US Bancorp
Minnesota
$295
GI
111
GAMMA Investing
California
$193
RFP
112
Root Financial Partners
California
$157
EWA
113
EverSource Wealth Advisors
Alabama
$40
FFA
114
Farther Finance Advisors
California
$22
KFAS
115
Keating Financial Advisory Services
Kansas
$3
MCM
116
Massar Capital Management
Connecticut
GC
117
GatePass Capital
Ohio
FL
118
FreeGulliver LLC
Louisiana
MS
119
Maven Securities
Jersey
EI
120
EAM Investors
California
SEI Investments
121
SEI Investments
Pennsylvania
GCP
122
GSA Capital Partners
United Kingdom
Point72 Asset Management
123
Point72 Asset Management
Connecticut
CM
124
Caption Management
Oklahoma
NC
125
nVerses Capital
Florida