Orchestra Biomed HoldingsOBIO

13F holders, Q1 2025 (March 31)
56holders +2
6new positions
4sold out
1famous investor
$4.28avg. 13F price*

At the end of Q1 2025, 56 institutions reported holding Orchestra Biomed Holdings Inc. (OBIO) in their 13F filings, up 2 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were RTW Investments, LP ($35.1M), Perceptive Advisors LLC ($19.7M) and BlackRock, Inc. ($8.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Orchestra Biomed Holdings Inc.
CUSIP
68572M106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 43Q1 2024Q2 2024: 47Q2 2024Q3 2024: 48Q3 2024Q4 2024: 54Q4 2024Q1 2025: 56Q1 2025Q2 2025: 59Q2 2025Q3 2025: 52Q3 2025Q4 2025: 63Q4 2025Q1 2026: 65Q1 2026Q2 2026: 77Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions6$53K
Exits4$1.1M

All 13F filers, Q4 2024 → Q1 2025: 198,602 shares bought and 457,902 shares sold, net −259,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 56 holders

RTW Investments, LP 0.54% No change 8,206,162 $35.1M
Perceptive Advisors LLC 0.70% No change 4,592,556 $19.7M
BlackRock, Inc. 0.00% Reduce -1.7% 1,945,656 $8.3M
Vanguard Group Inc. 0.00% Reduce -0.7% 1,307,766 $5.6M
Geode Capital Management, LLC 0.00% Add +4.0% 595,432 $2.5M
State Street Corp. 0.00% Add +5.8% 473,719 $2.0M
T. Rowe Price Associates Inc. 0.00% Reduce -5.5% 460,120 $2.0M
Northern Trust Corp. 0.00% Add +0.8% 238,701 $1.0M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.8% 216,985 $929K
IFP Advisors, Inc 0.02% Add +106.4% 161,921 $693K
TD Asset Management Inc 0.00% No change 92,678 $397K
HighTower Advisors, LLC 0.00% Reduce -10.9% 61,000 $261K
Lasry Marc 1.20% No change 60,869 $261K
Bank of New York Mellon Corp 0.00% Reduce -0.6% 52,490 $225K
Holos Integrated Wealth LLC 0.14% No change 51,595 $221K
Goldman Sachs Group Inc. 0.00% Reduce -21.6% 48,729 $209K
Manufacturers Life Insurance Company, The 0.00% Add +13.4% 41,984 $180K
Nuveen, LLC 0.00% — 41,729 $179K
Susquehanna International Group, LLP 0.00% Add +171.1% 32,988 $141K
Morgan Stanley 0.00% Reduce -37.8% 32,134 $138K
Rhumbline Advisers 0.00% Add +3.0% 31,657 $135K
Barclays PLC 0.00% Reduce -32.2% 25,609 $110K
Citadel Advisors 0.00% Add +66.8% 20,480 $88K
Deutsche Bank AG 0.00% Add +67.3% 20,219 $87K
UBS Group AG 0.00% Reduce -28.2% 17,270 $74K
Citigroup Inc. 0.00% Reduce -10.5% 17,218 $74K
Intech Investment Management LLC 0.00% Add +52.5% 16,002 $68K
Bank of America Corp. 0.00% Reduce -33.1% 15,899 $68K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +13.1% 15,043 $64K
Wells Fargo & Company 0.00% Add +2.3% 13,453 $58K
ABLE Financial Group, LLC 0.02% No change 13,402 $57K
Corebridge Financial, Inc. 0.00% Reduce -1.5% 12,030 $51K
JPMorgan Chase & Co. 0.00% Reduce -75.8% 11,952 $51K
Sei Investments Co. 0.00% No change 10,290 $44K
Massar Capital Management, LP 0.05% New 10,000 $43K
Police & Firemen's Retirement System of New Jersey 0.00% No change 4,671 $20K
New York State Common Retirement Fund 0.00% No change 3,623 $16K
Tower Research Capital LLC (TRC) 0.00% Reduce -2.9% 2,256 $10K
Legal & General Group Plc 0.00% No change 2,225 $10K
Harbour Investments, Inc. 0.00% No change 1,988 $9K
California State Teachers Retirement System 0.00% No change 1,893 $8K
BNP Paribas Financial Markets 0.00% Reduce -58.8% 1,835 $8K
Larson Financial Group LLC 0.00% New 1,831 $8K
Ameritas Investment Partners, Inc. 0.00% No change 1,396 $6K
FMR LLC 0.00% Add +8.8% 1,096 $5K
Amalgamated Bank 0.00% Add +65.4% 847 $4K
Nisa Investment Advisors, LLC 0.00% Add +1018.1% 805 $3K
Royal Bank of Canada 0.00% Reduce -84.9% 614 $3K
Northwestern Mutual Wealth Management Co. 0.00% New 447 $2K
Sterling Capital Management LLC 0.00% Reduce -46.5% 247 $1K
Sierra Ocean, LLC 0.00% No change 119 $509
GAMMA Investing LLC 0.00% New 101 $432
True Wealth Design, LLC 0.00% New 6 $26
EverSource Wealth Advisors, LLC 0.00% New 5 $21
SBI Securities Co., Ltd. 0.00% No change 1 $4
Cwm, LLC 0.00% Add +380.0% 48 $0

"% of holder's portfolio" is OBIO's weight in each manager's 13F, not the share of Orchestra Biomed Holdings Inc. the manager owns.