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UPB

Upstream Bio Inc

79 hedge funds and large institutions have $267M invested in Upstream Bio Inc in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

13% more funds holding

Funds holding: 7079 (+9)

7.78% more ownership

Funds ownership: 78.5%86.28% (+7.8%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

61% less capital invested

Capital invested by funds: $690M → $267M (-$423M)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
11
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
26
Schonfeld Strategic Advisors
New York
$1.09M +$1.7M +177,984 New
Northern Trust
27
Northern Trust
Illinois
$843K -$56.8K -5,950 -4%
Charles Schwab
28
Charles Schwab
California
$809K -$30.1K -3,150 -2%
UBS Group
29
UBS Group
Switzerland
$805K -$286K -29,961 -19%
VCIM
30
Velan Capital Investment Management
Georgia
$655K +$1.02M +107,000 New
Alyeska Investment Group
31
Alyeska Investment Group
Illinois
$520K
Millennium Management
32
Millennium Management
New York
$378K +$590K +61,796 New
EC
33
EcoR1 Capital
California
$367K
Morgan Stanley
34
Morgan Stanley
New York
$315K +$78.6K +8,228 +19%
AA
35
ALPS Advisors
Colorado
$239K -$40.7K -4,261 -10%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$226K -$10 -1 -0%
Goldman Sachs
37
Goldman Sachs
New York
$202K -$110K -11,535 -26%
Barclays
38
Barclays
United Kingdom
$153K -$19.3K -2,024 -7%
N
39
Nuveen
North Carolina
$138K
Two Sigma Investments
40
Two Sigma Investments
New York
$133K +$208K +21,789 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$130K +$203K +21,264 New
AQR Capital Management
42
AQR Capital Management
Connecticut
$115K +$180K +18,822 New
Citigroup
43
Citigroup
New York
$111K -$79.5K -8,326 -31%
Invesco
44
Invesco
Georgia
$93.7K -$2.74K -287 -2%
IIM
45
INTECH Investment Management
Florida
$93.5K +$146K +15,285 New
QCM
46
Quantinno Capital Management
New York
$93.2K +$145K +15,225 New
JP Morgan Chase
47
JP Morgan Chase
New York
$93K -$311K -32,598 -68%
Deutsche Bank
48
Deutsche Bank
Germany
$93K +$3.26K +341 +2%
ACM
49
ADAR1 Capital Management
Texas
$91.8K +$143K +15,000 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$81.6K -$32.4K -3,394 -20%

UPB Hedge Fund Activity: Q1 2025 in Review

79 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q1 2025, worth a combined $267M — down 61% from $690M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UPB positions and 14 closed out — a net gain of 9 holders — while 11 added to existing stakes and 26 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $30.9M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.95M sold.

  • 79 institutional investors held Upstream Bio Inc (UPB) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $267M of Upstream Bio Inc stock for Q1 2025, down 61% quarter-over-quarter.
  • 23 funds opened new Upstream Bio Inc positions in Q1 2025 and 14 closed out, a net change of +9 holders.
  • The largest Upstream Bio Inc buyer in Q1 2025 was Altshuler Shaham, an estimated $30.9M added.
  • The largest Upstream Bio Inc seller in Q1 2025 was Balyasny Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2025.