UPB

Upstream Bio Inc

140 hedge funds and large institutions have $404M invested in Upstream Bio Inc in 2026 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 47 increasing their positions, 35 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

12.22% less ownership

Funds ownership: 94.7%82.48% (-12%)

67% less funds holding in top 10

Funds holding in top 10: 62 (-4)

71% less capital invested

Capital invested by funds: $1.39B → $404M (-$985M)

Holders
140
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$972K
Puts
$872K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
101
Citigroup
New York
$45.5K
VIA
102
Vanguard Investments Australia
Australia
$36.9K
Carson Wealth (CWM LLC)
103
Carson Wealth (CWM LLC)
Nebraska
$34.9K
Russell Investments Group
104
Russell Investments Group
United Kingdom
$32.8K
WG
105
Wellington Group
Indiana
$27K
Mirae Asset Global Investments
106
Mirae Asset Global Investments
South Korea
$25.4K
AIP
107
Ameritas Investment Partners
Nebraska
$24.7K
TRCT
108
Tower Research Capital (TRC)
New York
$12.8K
GFM
109
GF Fund Management
China
$10.8K
LFG
110
Larson Financial Group
Missouri
$9.96K
SCM
111
Sterling Capital Management
North Carolina
$9.85K
VCM
112
Versant Capital Management
Arizona
$6.86K
Rockefeller Capital Management
113
Rockefeller Capital Management
New York
$6.64K
GI
114
GAMMA Investing
California
$6.43K
QT
115
Quantbot Technologies
New York
$5.97K
US Bancorp
116
US Bancorp
Minnesota
$5.31K
UBS AM
117
UBS AM
Illinois
$5.29K
Zurich Cantonal Bank
118
Zurich Cantonal Bank
Switzerland
$4.29K
EP
119
Essential Partners
California
$3.62K
Osaic Holdings
120
Osaic Holdings
Arizona
$3.5K
AF
121
Allworth Financial
California
$2.37K
EWA
122
EverSource Wealth Advisors
Alabama
$2K
MCM
123
MAI Capital Management
Ohio
$1.54K
TM
124
Torren Management
California
$1.46K
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$1.08K