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UPB

Upstream Bio Inc

83 hedge funds and large institutions have $531M invested in Upstream Bio Inc in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 13

99% more capital invested

Capital invested by funds: $267M → $531M (+$264M)

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 7983 (+4)

3.61% more ownership

Funds ownership: 86.28%89.89% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
83
Holders Change
+4
Holders Change %
+5.06%
% of All Funds
1.09%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
41
Reduced
13
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$2.52M +$845K +91,532 +66%
LCM
27
Lynx1 Capital Management
Puerto Rico
$2.41M
Charles Schwab
28
Charles Schwab
California
$1.96M +$426K +46,080 +35%
VCIM
29
Velan Capital Investment Management
Georgia
$1.17M
Morgan Stanley
30
Morgan Stanley
New York
$1.09M +$443K +47,917 +93%
Barclays
31
Barclays
United Kingdom
$1.06M +$665K +71,997 +288%
Alyeska Investment Group
32
Alyeska Investment Group
Illinois
$933K
Bank of New York Mellon
33
Bank of New York Mellon
New York
$876K +$396K +42,854 +116%
N
34
Nuveen
North Carolina
$812K +$474K +51,350 +227%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$528K +$321K +34,739 +261%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$464K +$194K +20,999 +99%
Verition Fund Management
37
Verition Fund Management
Connecticut
$368K +$309K +33,505 New
AQR Capital Management
38
AQR Capital Management
Connecticut
$327K +$101K +10,930 +58%
AA
39
ALPS Advisors
Colorado
$318K -$93.3K -10,103 -26%
AllianceBernstein
40
AllianceBernstein
Tennessee
$270K -$9.85M -1,066,626 -98%
Deutsche Bank
41
Deutsche Bank
Germany
$257K +$75.8K +8,211 +54%
Wells Fargo
42
Wells Fargo
California
$246K +$121K +13,114 +142%
American Century Companies
43
American Century Companies
Missouri
$246K +$207K +22,362 New
MIM
44
MetLife Investment Management
New Jersey
$238K +$98.4K +10,657 +97%
IIM
45
INTECH Investment Management
Florida
$234K +$55.5K +6,005 +39%
Mirae Asset Global ETFs Holdings
46
Mirae Asset Global ETFs Holdings
Hong Kong
$210K +$81.2K +8,788 +85%
Bank of America
47
Bank of America
North Carolina
$198K +$69.3K +7,500 +71%
T. Rowe Price Associates
48
T. Rowe Price Associates
Maryland
$192K +$161K +17,448 New
JP Morgan Chase
49
JP Morgan Chase
New York
$181K +$11.8K +1,275 +8%
Invesco
50
Invesco
Georgia
$179K +$9.1K +985 +6%

UPB Hedge Fund Activity: Q2 2025 in Review

83 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q2 2025, worth a combined $531M — up 99% from $267M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UPB positions and 10 closed out — a net gain of 4 holders — while 41 added to existing stakes and 13 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.7M. The largest seller was AllianceBernstein, cutting an estimated $9.85M.

  • 83 institutional investors held Upstream Bio Inc (UPB) as of Q2 2025, up from 79 in Q1 2025.
  • Funds reported $531M of Upstream Bio Inc stock for Q2 2025, up 99% quarter-over-quarter.
  • 14 funds opened new Upstream Bio Inc positions in Q2 2025 and 10 closed out, a net change of +4 holders.
  • The largest Upstream Bio Inc buyer in Q2 2025 was Vanguard Group, an estimated $11.7M added.
  • The largest Upstream Bio Inc seller in Q2 2025 was AllianceBernstein, an estimated $9.85M sold.

Based on aggregated 13F filings for Q2 2025.