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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
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$170K +$143K +15,526 New
Creative Planning
52
Creative Planning
Kansas
$154K +$130K +14,030 New
Manulife (Manufacturers Life Insurance)
53
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$145K +$122K +13,190 New
Citigroup
54
Citigroup
New York
$128K -$59.9K -6,483 -36%
QCM
55
Quantinno Capital Management
New York
$117K -$42.6K -4,611 -30%
VIA
56
Virtus Investment Advisers
Connecticut
$89.3K +$75.1K +8,134 New
PFSRSONJ
57
Police & Firemen's Retirement System of New Jersey
New Jersey
$86K +$41.4K +4,483 +134%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$51.6K
AIP
59
Ameritas Investment Partners
Nebraska
$39.1K +$16K +1,736 +95%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$36K +$15.8K +1,716 +108%
Legal & General Group
61
Legal & General Group
United Kingdom
$34.9K +$13.3K +1,440 +83%
BNP Paribas Financial Markets
62
BNP Paribas Financial Markets
France
$34K +$19.9K +2,158 +230%
TRCT
63
Tower Research Capital (TRC)
New York
$33.5K +$13.6K +1,469 +93%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$33K +$20.9K +2,258 +271%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$23.9K +$8.16K +884 +69%
SO
66
STRS Ohio
Ohio
$19.8K -$12.9K -1,400 -44%
SCM
67
Sterling Capital Management
North Carolina
$10.3K +$7.42K +804 +587%
GI
68
GAMMA Investing
California
$7.61K +$924 +100 +17%
US Bancorp
69
US Bancorp
Minnesota
$7.24K +$896 +97 +17%
AB
70
Amalgamated Bank
New York
$7K
VCM
71
Versant Capital Management
Arizona
$6.13K -$526 -57 -9%
EWA
72
EverSource Wealth Advisors
Alabama
$3.39K +$1.61K +174 +129%
CIAM
73
Caitong International Asset Management
Hong Kong
$2.46K +$2.07K +224 New
CA
74
Clearstead Advisors
Ohio
$1.79K +$1.5K +163 New
Russell Investments Group
75
Russell Investments Group
United Kingdom
$1.61K +$1.36K +147 New

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.