Orchestra BioMed Holdings, Inc.

OBIO • NASDAQ

Orchestra BioMed Holdings, Inc. is a biotechnology company in the healthcare sector on NASDAQ, led by David P. Hochman, with a market cap of $254.7M. As of Q3 2025, 42% of shares are held by 50 institutional investors, with RTW INVESTMENTS, LLC as the largest holder at 15.39%.

CEO of Orchestra BioMed Holdings, Inc.David P. Hochman

Market Cap$254.7M

Biotechnology

Healthcare

Employees56.0

Websiteorchestrabiomed.com

Country

United States of America

Overview

Overview of institutional ownership in OBIO as of Q3 2025 with a market cap of $133.8M

All Institutions

Institutions: 50
Value Held: $56.0M
Shares Held: 22.9M
Avg Position: $1.1M
Median Position: $121.6K

Hedge Funds

Hedge Funds: 10
Value Held: $42.3M
Shares Held: 17.0M
Avg Position: $4.2M
Median Position: $935.6K

Ownership Breakdown

Institutional (non-HF)

10.26%

$13.7M

Hedge Funds

31.59%

$42.3M

Retail & Other

58.15%

$77.8M

Based on market cap of $133.8M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in OBIO as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
RTW INVESTMENTS, LLC Hedge Fund•Sector	Peter M Fong President	$20.6M 0.26% of portfolio	15.39% 8.3M shares	Q1 2023 Held for 2y 8m	$8.1B
PERCEPTIVE ADVISORS LLC Hedge Fund•Long/Short	Joseph Eric Edelman CEO	$13.1M 0.38% of portfolio	9.81% 5.3M shares	Q1 2023 Held for 2y 8m	$3.5B
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.7M 0.00% of portfolio	2.75% 1.5M shares	Q1 2023 Held for 2y 8m	$6.69T
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	Anand Christopher Parekh CEO	$3.4M 0.01% of portfolio	2.53% 1.4M shares	Q3 2025 Held for 2 months	$33.0B
Pathstone Holdings, LLC Family Office	Matthew Jacob Fleissig CEO	$2.5M 0.01% of portfolio	1.86% 1.0M shares	Q3 2025 Held for 2 months	$26.2B
Affinity Asset Advisors, LLC Hedge Fund•Long/Short	Jonathan Bo-Shing Chu Founder	$1.8M 0.18% of portfolio	1.35% 727.3K shares	Q3 2025 Held for 2 months	$983.0M
B BlackRock, Inc. Institution	-	$1.6M 0.00% of portfolio	1.23% 664.3K shares	Q4 2022 Held for 2y 11m	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$1.0M 0.00% of portfolio	0.78% 421.6K shares	Q1 2023 Held for 2y 8m	$912.31B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$959.6K 0.00% of portfolio	0.72% 386.8K shares	Q1 2023 Held for 2y 8m	$1.57T
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	Peter Fitzhugh Brown CEO	$943.7K 0.00% of portfolio	0.71% 380.5K shares	Q2 2025 Held for 5 months	$75.8B

Net Capital Flow

Institutional buying and selling activity for OBIO in Q3 2025

Traded: +$11.8M
Buyers: 28
Sellers: 29
Total Bought: +$13.2M
Total Sold: −$1.4M
Avg Position: $823.6K

Biggest Buyers

Institution	Net Bought	Current Position
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	+$3.4M +1.4M shares	$3.4M 1.4M shares
Pathstone Holdings, LLC Family Office	+$2.5M +1.0M shares	$2.5M 1.0M shares
Affinity Asset Advisors, LLC Hedge Fund•Long/Short	+$1.8M +727.3K shares	$1.8M 727.3K shares
PERCEPTIVE ADVISORS LLC Hedge Fund•Long/Short	+$1.7M +700.0K shares	$13.1M 5.3M shares
D DAFNA Capital Management LLC Hedge Fund•Event Driven	+$901.8K +363.6K shares	$901.8K 363.6K shares
VANGUARD GROUP INC Institution	+$804.9K +324.6K shares	$3.7M 1.5M shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$523.5K +211.1K shares	$943.7K 380.5K shares
AMH Equity Ltd Hedge Fund•Long/Short	+$411.7K +166.0K shares	$411.7K 166.0K shares
K Knott David M Jr Institution	+$235.6K +95.0K shares	$483.6K 195.0K shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$210.2K +84.7K shares	$959.6K 386.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
GOLDMAN SACHS GROUP INC Institution	−$181.6K −73.2K shares	$58.6K 23.6K shares
Marshall Wace LLP Institution	−$132.6K −49.5K shares	Sold Off 0 shares
Y Y-Intercept Ltd Institution	−$121.8K −45.4K shares	Sold Off 0 shares
HighTower Advisors, LLC RIA/Wealth	−$119.6K −48.2K shares	$45.3K 18.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$88.5K −35.7K shares	$927.5K 374.0K shares
S Squarepoint Ops LLC Hedge Fund•Quant	−$75.6K −28.2K shares	Sold Off 0 shares
H HRT FINANCIAL LLC Institution	−$75.6K −28.2K shares	Sold Off 0 shares
T Tower Research Capital LLC Institution	−$74.8K −27.9K shares	Sold Off 0 shares
STATE STREET CORP Institution	−$72.9K −29.4K shares	$249.8K 100.7K shares
Jain Global LLC Hedge Fund•Multi-Strategy	−$65.6K −24.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited OBIO in Q3 2025

New Positions: 11
New Value: $9.2M
Exited Positions: 16
Exited Value: $660.0K

New Positions

Institution	Position Value
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	$3.4M 1.4M shares
Pathstone Holdings, LLC Family Office	$2.5M 1.0M shares
Affinity Asset Advisors, LLC Hedge Fund•Long/Short	$1.8M 727.3K shares
D DAFNA Capital Management LLC Hedge Fund•Event Driven	$901.8K 363.6K shares
AMH Equity Ltd Hedge Fund•Long/Short	$411.7K 166.0K shares
Cresset Asset Management, LLC RIA/Wealth	$74.4K 30.0K shares
Q Qube Research & Technologies Ltd Institution	$64.3K 25.9K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	$42.4K 17.1K shares
Q Quadrature Capital Ltd Institution	$38.5K 15.6K shares
O Optiver Holding B.V. Institution	$774.0 312.0 shares

Exited Positions

Institution	Previous Position
Marshall Wace LLP Institution	$132.6K 49.5K shares
Y Y-Intercept Ltd Institution	$121.8K 45.4K shares
S Squarepoint Ops LLC Hedge Fund•Quant	$75.6K 28.2K shares
H HRT FINANCIAL LLC Institution	$75.6K 28.2K shares
T Tower Research Capital LLC Institution	$74.8K 27.9K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$65.6K 24.5K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	$59.7K 22.2K shares
C Catalyst Funds Management Pty Ltd Institution	$30.6K 11.4K shares
WELLS FARGO & COMPANY/MN Institution	$12.0K 4.5K shares
Larson Financial Group LLC RIA/Wealth	$5.3K 2.0K shares

Options Activity

Institutions with the largest Call and Put options positions in OBIO as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 1
Put Value: $149.0K

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$149.0K 601.0 contracts

Most Committed Institutions

Institutions with OBIO as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
L LASRY MARC Institution	-	1.00% $151.0K	0.11% 60.9K shares	Q2 2023 Held for 2y 5m	$15.1M
AMH Equity Ltd Hedge Fund•Long/Short	Adam Michael Hutt President	0.52% $411.7K	0.31% 166.0K shares	Q3 2025 Held for 2 months	$78.8M
PERCEPTIVE ADVISORS LLC Hedge Fund•Long/Short	Joseph Eric Edelman CEO	0.38% $13.1M	9.81% 5.3M shares	Q1 2023 Held for 2y 8m	$3.5B
RTW INVESTMENTS, LLC Hedge Fund•Sector	Peter M Fong President	0.26% $20.6M	15.39% 8.3M shares	Q1 2023 Held for 2y 8m	$8.1B
D DAFNA Capital Management LLC Hedge Fund•Event Driven	Nathan Fischel CEO	0.23% $901.8K	0.67% 363.6K shares	Q3 2025 Held for 2 months	$397.7M
K Knoll Capital Management, LP Institution	-	0.23% $421.2K	0.84% 455.1K shares	Q2 2025 Held for 5 months	$186.6M
K Knott David M Jr Institution	-	0.20% $483.6K	0.36% 195.0K shares	Q2 2025 Held for 5 months	$238.7M
Affinity Asset Advisors, LLC Hedge Fund•Long/Short	Jonathan Bo-Shing Chu Founder	0.18% $1.8M	1.35% 727.3K shares	Q3 2025 Held for 2 months	$983.0M
A Alyeska Investment Group, L.P. Hedge Fund•Multi-Strategy	Anand Christopher Parekh CEO	0.01% $3.4M	2.53% 1.4M shares	Q3 2025 Held for 2 months	$33.0B
Pathstone Holdings, LLC Family Office	Matthew Jacob Fleissig CEO	0.01% $2.5M	1.86% 1.0M shares	Q3 2025 Held for 2 months	$26.2B

Hedge Fund Spotlight

Discover hedge funds investing in OBIO

RTW INVESTMENTS, LLC

Hedge Fund • Sector

Portfolio ManagerPeter M Fong

Portfolio Value: $8.1B
Positions: 72
Last Reported: Q3 2025

Sector Allocation

Position in Orchestra BioMed Holdings, Inc.

Market Value: $20.6M
Shares Held: 8.3M
Portfolio Weight: 0.26%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Madrigal Pharmaceuticals, Inc. MDGL	Biotechnology Healthcare	$914.4M	11.34%
2 ARGX argenx ARGX	Unknown Unknown	$496.7M	6.16%
3 Avidity Biosciences RNA	Biotechnology Healthcare	$495.5M	6.15%

View full profile

Orchestra BioMed Holdings, Inc.

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

Hedge Fund Spotlight

Position in Orchestra BioMed Holdings, Inc.

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