We are live on ! Find out more
UPB

Upstream Bio Inc
UPB

95 hedge funds and large institutions have $836M invested in Upstream Bio Inc in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 38 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,443% more call options, than puts

Call options by funds: $8.02M | Put options by funds: $520K

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

73% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 22

58% more capital invested

Capital invested by funds: $531M → $836M (+$305M)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

14% more funds holding

Funds holding: 83 → 95 (+12)

7.41% less ownership

Funds ownership: 89.89% → 82.48% (-7.4%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.25%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
22
Increased
38
Reduced
22
Closed
10
Calls
$8.02M
Puts
$520K
Net Calls
+$7.5M
Net Calls Change
+$7.5M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$9.84M
2
Marshall Wace
Marshall Wace
United Kingdom
+$8.97M
3
IHAM
Integral Health Asset Management
New York
+$8.93M
4
BlackRock
BlackRock
New York
+$7.88M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
AS
Altshuler Shaham
Israel
-$30.7M
2
VA
VR Adviser
New York
-$17.5M
3
DTC
Deep Track Capital
Connecticut
-$15.8M
4
TCM
TCG Crossover Management
California
-$10.6M
5
OFM
Omega Fund Management
Massachusetts
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$4.2M +$3.47M +223,214 New
SSA
27
Schonfeld Strategic Advisors
New York
$3.58M -$2.73M -175,546 -48%
IC
28
Ikarian Capital
Texas
$3.03M +$2.5M +161,113 New
SC
29
SummitTX Capital
Texas
$2.11M +$1.75M +112,404 New
Bank of New York Mellon
30
Bank of New York Mellon
New York
$1.72M +$183K +11,755 +15%
Morgan Stanley
31
Morgan Stanley
New York
$1.65M -$183K -11,773 -12%
Barclays
32
Barclays
United Kingdom
$1.6M -$181K -11,675 -12%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$1.38M +$1.14M +73,131 New
American Century Companies
34
American Century Companies
Missouri
$1.35M +$764K +49,178 +220%
N
35
Nuveen
North Carolina
$1.31M -$63K -4,054 -5%
BFM
36
Boothbay Fund Management
New York
$1.15M +$952K +61,299 New
Bank of America
37
Bank of America
North Carolina
$1.04M +$582K +37,442 +208%
EAM
38
Exome Asset Management
New York
$977K +$807K +51,960 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$929K +$20.8K +1,340 +3%
Verition Fund Management
40
Verition Fund Management
Connecticut
$884K +$210K +13,496 +40%
Citigroup
41
Citigroup
New York
$791K +$471K +30,342 +259%
Millennium Management
42
Millennium Management
New York
$755K +$623K +40,113 New
Rafferty Asset Management
43
Rafferty Asset Management
New York
$649K +$536K +34,521 New
AQR Capital Management
44
AQR Capital Management
Connecticut
$563K +$3.14K +202 +0.7%
JP Morgan Chase
45
JP Morgan Chase
New York
$563K +$209K +13,478 +82%
Nomura Holdings
46
Nomura Holdings
Japan
$532K +$440K +28,290 New
Deutsche Bank
47
Deutsche Bank
Germany
$503K +$51.8K +3,334 +14%
AA
48
ALPS Advisors
Colorado
$488K -$46.8K -3,014 -10%
Wells Fargo
49
Wells Fargo
California
$473K +$43.4K +2,796 +13%
MIM
50
MetLife Investment Management
New Jersey
$408K – – –
1
2
3 4 5

UPB Hedge Fund Activity: Q3 2025 in Review

95 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q3 2025, worth a combined $836M — up 58% from $531M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new UPB positions and 10 closed out — a net gain of 12 holders — while 38 added to existing stakes and 22 trimmed.

The largest buyer was State Street, adding an estimated $9.84M. The largest seller was Altshuler Shaham, cutting an estimated $30.7M.

  • 95 institutional investors held Upstream Bio Inc (UPB) as of Q3 2025, up from 83 in Q2 2025.
  • Funds reported $836M of Upstream Bio Inc stock for Q3 2025, up 58% quarter-over-quarter.
  • 22 funds opened new Upstream Bio Inc positions in Q3 2025 and 10 closed out, a net change of +12 holders.
  • The largest Upstream Bio Inc buyer in Q3 2025 was State Street, an estimated $9.84M added.
  • The largest Upstream Bio Inc seller in Q3 2025 was Altshuler Shaham, an estimated $30.7M sold.

Based on aggregated 13F filings for Q3 2025.