OBIO Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Orchestra Biomed Hldgs Inc (OBIO) following the 2026 Q2 hedge fund 13F filings?

As of today, OBIO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), OBIO gained +2.2% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Orchestra Biomed Hldgs Inc (OBIO)

64 + Investors. Track Smart Money conviction in OBIO. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — OBIO

Based on 64 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added OBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

64 hedge funds hold OBIO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+10 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 58% buying

42 buying30 selling

Last quarter: 42 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 23 → 10 → 21 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 30% long-term, 53% new

■ 30% conviction (2yr+) ■ 17% medium ■ 53% new

Of the 64 current holders: 19 (30%) held >2 years, 11 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

7 → 23 → 10 → 21 → 18 new funds/Q

New funds entering each quarter: 23 → 10 → 21 → 18. A growing number of institutions are discovering OBIO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🌱

Early stage — 55% of holders entered in last year

■ 34% veterans ■ 11% 1-2yr ■ 55% new

Of 65 current holders: 36 (55%) entered in the past year, only 22 (34%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

📋

Smaller funds dominant — 13% AUM from top-100

13% from top-100 AUM funds

22 of 64 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.7

out of 10

Moderate Exit Risk

Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	64	63	1.59%
13F Shares	23M	22M	6.26%
Total Value	$98M	$89M	10.55%
New Positions	18	21	-3
Increased Positions	23	17	+6
Closed Positions	17	8	+9
Reduced Positions	13	15	-2
Total Calls	1	2	-50.0%
Total Puts	0	1	-100.0%
PUT/CALL Ratio	0.0	0.5	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

1.59%

13F Shares

23M

22M

6.26%

Total Value

$98M

$89M

10.55%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

-2

Total Calls

-50.0%

Total Puts

-100.0%

PUT/CALL Ratio

0.0

0.5

Bullish

Institutional Holders (2026 Q2)

64 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OBIO. Verified SEC 13F-HR filings.

QUARTER:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 OBIO holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Propel Bio Management, LLC	2.02%	896,701	$3.9M
2	Knott David M Jr	0.58%	253,651	$1.1M
3	Rtw Investments, LP	0.35%	9,556,063	$41.2M
4	Perceptive Advisors LLC	0.33%	5,037,906	$21.7M
5	Daytona Street Capital LLC	0.28%	96,398	$379K
6	DAFNA Capital Management LLC	0.10%	126,841	$547K
7	Holos Integrated Wealth LLC	0.10%	51,595	$204K
8	Rice Hall James & Associates, LLC	0.09%	424,000	$1.8M
9	Flat Footed LLC	0.08%	251,372	$1.1M
10	Meramec Financial Planners, LLC	0.04%	30,000	$115K
11	Simplify Asset Management Inc.	0.01%	219,387	$947K
12	Axq Capital, LP	0.01%	25,448	$110K
13	Alyeska Investment Group, L.P.	0.01%	1,000,000	$4.3M
14	ABLE Financial Group, LLC	0.01%	13,402	$58K
15	Garden State Investment Advisory Services LLC	0.01%	10,562	$46K
16	IFP Advisors, Inc	0.01%	89,608	$387K
17	Sargent Investment Group, LLC	0.01%	13,120	$57K
18	Affinity Asset Advisors, LLC	0.01%	33,400	$144K
19	Bridgeway Capital Management, LLC	0.01%	80,600	$348K
20	Frec Markets, Inc.	0.01%	13,048	$56K
21	Y-Intercept (Hong Kong) Ltd	0.00%	43,486	$188K
22	China Universal Asset Management Co., Ltd.	0.00%	9,530	$41K
23	XTX Topco Ltd	0.00%	38,814	$167K
24	Algert Global LLC	0.00%	28,486	$123K
25	NewEdge Advisors, LLC	0.00%	44,083	$190K

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Orchestra Biomed Hldgs Inc (OBIO)

What does the Smart Money Trend signal show for OBIO?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added OBIO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OBIO?

Slight buying edge — 58% buying: Last quarter: 42 funds bought or added vs 30 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OBIO holders?

Smaller funds dominant — 13% AUM from top-100: 22 of 64 holders rank in the top 100 by AUM, but together hold only 13% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OBIO?

Mixed — 30% long-term, 53% new: Of the 64 current holders: 19 (30%) held >2 years, 11 held 1–2 years, and 34 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Orchestra Biomed Hldgs Inc (OBIO) following the 2026 Q2 hedge fund 13F filings?

As of today, OBIO has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLV sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), OBIO has gained +2.2% vs +5.5% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Orchestra Biomed Hldgs Inc (OBIO)

Smart Money Signals — OBIO

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

Slight buying edge — 58% buying

Steady new buyers — ~18 new funds per quarter

Mixed — 30% long-term, 53% new

Growing discovery — still being found

Early stage — 55% of holders entered in last year

Smaller funds dominant — 13% AUM from top-100

Institutional Sentiment Summary — OBIO

Hedge Fund Ownership: OBIO

Market Analysis: OBIO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: OBIO

Is It Too Late to Buy Orchestra Biomed Hldgs Inc (OBIO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: OBIO

Statistics: OBIO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Orchestra Biomed Hldgs Inc (OBIO)

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