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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
EP
76
Essential Partners
California
$1.06K +$896 +97 New
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$1.05K -$369 -40 -29%
AF
78
Allworth Financial
California
$725 -$1.1K -119 -64%
S
79
SignatureFD
Georgia
$538 -$379 -41 -46%
TWD
80
True Wealth Design
Ohio
$341 +$139 +15 +94%
Osaic Holdings
81
Osaic Holdings
Arizona
$257 +$388 +42 New
PA
82
Parallel Advisors
California
$22 +$18 +2 New
IA
83
IFP Advisors
Florida
$11 +$9 +1 New
Millennium Management
84
Millennium Management
New York
-$378K -61,796 Closed
EC
85
EcoR1 Capital
California
-$367K -60,000 Closed
Goldman Sachs
86
Goldman Sachs
New York
-$202K -32,955 Closed
Two Sigma Investments
87
Two Sigma Investments
New York
-$133K -21,789 Closed
ACM
88
ADAR1 Capital Management
Texas
-$91.8K -15,000 Closed
XT
89
XTX Topco
Cayman Islands
-$77.9K -12,731 Closed
Walleye Capital
90
Walleye Capital
New York
-$61.2K -10,000 Closed
CF
91
Corebridge Financial
Texas
-$52.2K -8,533 Closed
PWA
92
Physician Wealth Advisors
Utah
-$423 -69 Closed
PS
93
Principal Securities
Iowa
-$197 -12 Closed

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.