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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
XT
51
XTX Topco
Cayman Islands
$77.9K +$122K +12,731 New
MIM
52
MetLife Investment Management
New Jersey
$67.5K
Bank of America
53
Bank of America
North Carolina
$64.5K -$32.8K -3,432 -25%
Mirae Asset Global ETFs Holdings
54
Mirae Asset Global ETFs Holdings
Hong Kong
$63K +$4.47K +468 +5%
Walleye Capital
55
Walleye Capital
New York
$61.2K
Wells Fargo
56
Wells Fargo
California
$56.6K +$1.94K +203 +2%
CF
57
Corebridge Financial
Texas
$52.2K -$1.21K -127 -1%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$28.8K +$44.9K +4,700 New
PFSRSONJ
59
Police & Firemen's Retirement System of New Jersey
New Jersey
$20.5K +$32K +3,350 New
SO
60
STRS Ohio
Ohio
$19.6K
AIP
61
Ameritas Investment Partners
Nebraska
$11.2K
Legal & General Group
62
Legal & General Group
United Kingdom
$10.6K
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$10K +$15.2K +1,596 New
TRCT
64
Tower Research Capital (TRC)
New York
$9.68K -$12.1K -1,264 -44%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$7.89K
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$5.75K -$5.46K -572 -38%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5K -$4.3K -450 -35%
AB
68
Amalgamated Bank
New York
$4K
VCM
69
Versant Capital Management
Arizona
$3.76K +$5.87K +615 New
GI
70
GAMMA Investing
California
$3.63K +$5.66K +593 New
US Bancorp
71
US Bancorp
Minnesota
$3.44K -$10.5K -1,098 -66%
AF
72
Allworth Financial
California
$1.66K +$1.77K +185 New
SCM
73
Sterling Capital Management
North Carolina
$838 -$1.07K -112 -45%
Nisa Investment Advisors
74
Nisa Investment Advisors
Missouri
$832 +$1.3K +136 New
EWA
75
EverSource Wealth Advisors
Alabama
$826 +$1.29K +135 New

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.