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UPB

Upstream Bio Inc

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: 45 (+1)

14% more funds holding

Funds holding: 8395 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$373K -$73.2K -4,710 -19%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$349K +$16.4K +1,053 +6%
CM
53
Caption Management
Oklahoma
$342K +$283K +18,196 New
Invesco
54
Invesco
Georgia
$323K +$13.8K +890 +5%
Mirae Asset Global ETFs Holdings
55
Mirae Asset Global ETFs Holdings
Hong Kong
$315K -$34.5K -2,221 -12%
PCM
56
Prelude Capital Management
New York
$296K +$244K +15,735 New
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$292K -$357 -23 -0.1%
QCM
58
Quantinno Capital Management
New York
$280K +$66.4K +4,275 +40%
Creative Planning
59
Creative Planning
Kansas
$268K +$3.67K +236 +2%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$227K -$17.1K -1,098 -8%
Mariner
61
Mariner
Kansas
$206K +$170K +10,933 New
Two Sigma Investments
62
Two Sigma Investments
New York
$198K +$163K +10,500 New
IIM
63
INTECH Investment Management
Florida
$196K -$169K -10,894 -51%
VIA
64
Virtus Investment Advisers
Connecticut
$185K +$26.6K +1,709 +21%
PFSRSONJ
65
Police & Firemen's Retirement System of New Jersey
New Jersey
$178K +$25.1K +1,614 +21%
BNP Paribas Financial Markets
66
BNP Paribas Financial Markets
France
$123K +$53.3K +3,430 +111%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$119K +$24.9K +1,600 +34%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$63K +$451 +29 +0.9%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$57.1K +$44.9K +2,887 +1,964%
Legal & General Group
70
Legal & General Group
United Kingdom
$55K -$3.88K -250 -8%
AIP
71
Ameritas Investment Partners
Nebraska
$51.6K -$12.7K -817 -23%
SCM
72
Sterling Capital Management
North Carolina
$42.6K +$20.6K +1,323 +141%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$40.9K +$31 +2 +0.1%
TRCT
74
Tower Research Capital (TRC)
New York
$35.1K -$18.4K -1,183 -39%
Group One Trading
75
Group One Trading
Illinois
$24.5K +$20.3K +1,305 New

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.