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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
ACM
76
Aster Capital Management
United Arab Emirates
$21.5K +$17.7K +1,141 New
GI
77
GAMMA Investing
California
$16.7K +$3.06K +197 +28%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$16K -$35.1K -2,258 -73%
AB
79
Amalgamated Bank
New York
$11K
VCM
80
Versant Capital Management
Arizona
$10.3K -$155 -10 -2%
US Bancorp
81
US Bancorp
Minnesota
$9.99K -$1.99K -128 -19%
GRP
82
Global Retirement Partners
California
$6.25K +$5.16K +332 New
EWA
83
EverSource Wealth Advisors
Alabama
$5.83K +$16 +1 +0.3%
CA
84
Clearstead Advisors
Ohio
$3.07K
AAP
85
Arax Advisory Partners
Colorado
$2.8K +$2.31K +149 New
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$2.45K +$2.02K +130 New
JSAM
87
J. Safra Asset Management
New York
$2.41K +$1.99K +128 New
EP
88
Essential Partners
California
$1.82K
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$1.81K
AF
90
Allworth Financial
California
$1.26K +$16 +1 +2%
NEWAS
91
N.E.W. Advisory Services
Wisconsin
$1.13K +$932 +60 New
S
92
SignatureFD
Georgia
$959 +$31 +2 +4%
SS
93
Sunbelt Securities
Texas
$357 +$295 +19 New
PA
94
Parallel Advisors
California
$38
IA
95
IFP Advisors
Florida
$38 +$16 +1 +100%
DTC
96
Deep Track Capital
Connecticut
-$15.8M -1,442,767 Closed
Norges Bank
97
Norges Bank
Norway
-$10.6M -969,916 Closed
LCM
98
Lynx1 Capital Management
Puerto Rico
-$2.41M -219,247 Closed
VCIM
99
Velan Capital Investment Management
Georgia
-$1.17M -107,000 Closed
Alyeska Investment Group
100
Alyeska Investment Group
Illinois
-$933K -85,000 Closed

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.