TOI Oncology Institute, Inc.
Executive Summary
Four mega-passive institutions added to Oncology Institute (TOI) positions in Q3 2025 with aggregate net buying of $3.2M, while one passive seller trimmed modestly. The buying is entirely from index-fund managers, likely reflecting periodic rebalancing rather than a fundamental conviction signal. No active managers or hedge funds participated in the cluster, muting the typical copycat-alpha signal.
Key Financial Metrics
Institutional Positions
Net institutional flow: $3.2M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +74.9% | $3.9M | $2.6M |
| Schwab | ADD | +27.1% | $654.0K | $352.0K |
| Wells Fargo | ADD | +25.8% | $134.0K | $71.0K |
| BofA | DOUBLED | +100.4% | $181.0K | $128.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -48.1% | $360.0K | -$41.9K |
Actionable Insight
Pure passive rebalancing with zero active-manager participation — this cluster carries no conviction signal. The historical +25% T+20 win rate on TOI reports is driven by very different event types (e.g., the score-8 'long' call from March). Ignore this passive cluster as a trading signal. Monitor for a separate 13D/G or active-manager 13F showing real conviction before taking action.
Key Facts
- 4 passive buyers added positions totaling $3.9M in current value, up from $1.7M, a net increase of $3.2M
- State Street was the largest buyer, adding 483.8K shares (+75%) to reach a $3.9M position
- 1 passive seller (Morgan Stanley) trimmed 84.4K shares (-48%) for a net reduction of -$42K
- No active managers, hedge funds, or family offices participated — 100% of the activity is mega-passive (index/tracking)
- The cluster was dominated by index rebalancing rather than any shared fundamental thesis
Financial Impact
Aggregate institutional buying of $3.2M net vs $42K selling — a net accumulation of ~$3.2M across four passive managers during Q3 2025
Risk Factors
- Passive flows are mechanical — they do not reflect fundamental views and reverse unpredictably
- 13F data is 45+ days stale; these positions may already be altered or unwound
- Micro-cap stock with $468M market cap — low liquidity and high volatility amplifies any trading decision
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-TOI-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $4.67 awaiting T+20 | awaiting T+20 | — | — |
|
Jun 9, 2026
5d ago
|
Insider Cluster
| $4.96 awaiting T+20 | awaiting T+20 | — | — |
|
Apr 27, 2026
6w ago
|
Press Release
| $3.33 $4.59 | ▲ +37.84% | ▲ +32.88% | — |
|
Apr 9, 2026
9w ago
|
Insider Cluster
| $3.11 $3.80 | ▲ +22.19% | ▲ +14.62% | — |
|
Mar 12, 2026
13w ago
|
Press Release
| $2.84 $3.30 | ▲ +16.20% | ▲ +12.61% | — |
US Market Status
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