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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

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: 44 (0)

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
-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
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