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UPB

Upstream Bio Inc

133 hedge funds and large institutions have $1.39B invested in Upstream Bio Inc in 2025 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 8

73% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $842K

66% more capital invested

Capital invested by funds: $836M → $1.39B (+$553M)

40% more funds holding

Funds holding: 95133 (+38)

27% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 33

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

12.23% more ownership

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

Holders
133
Holders Change
+38
Holders Change %
+40%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.07%
New
46
Increased
42
Reduced
33
Closed
8
Calls
$1.45M
Puts
$842K
Net Calls
+$611K
Net Calls Change
-$6.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$71.3K +$65.4K +2,626 New
WG
102
Wellington Group
Indiana
$54.3K +$49.8K +2,000 New
SCM
103
Sterling Capital Management
North Carolina
$52.1K -$8.59K -345 -15%
TM
104
Torren Management
California
$29.8K +$27.4K +1,099 New
GFM
105
GF Fund Management
China
$28.8K +$26.4K +1,061 New
AB
106
Amalgamated Bank
New York
$28K +$10.9K +437 +74%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$26K +$3.41K +137 +16%
GI
108
GAMMA Investing
California
$24.4K +$249 +10 +1%
TRCT
109
Tower Research Capital (TRC)
New York
$18.2K -$29.8K -1,199 -64%
VCM
110
Versant Capital Management
Arizona
$15.2K +$249 +10 +2%
US Bancorp
111
US Bancorp
Minnesota
$14.8K +$373 +15 +3%
Federated Hermes
112
Federated Hermes
Pennsylvania
$13.1K +$12K +482 New
Simplex Trading
113
Simplex Trading
Illinois
$12.7K +$11.6K +466 New
Nisa Investment Advisors
114
Nisa Investment Advisors
Missouri
$10.9K +$7.57K +304 +317%
EWA
115
EverSource Wealth Advisors
Alabama
$7.66K -$697 -28 -9%
GRP
116
Global Retirement Partners
California
$7.41K -$1.47K -59 -18%
ACM
117
Aster Capital Management
United Arab Emirates
$7.36K -$21.7K -870 -76%
UBS AM
118
UBS AM
Illinois
$6.57K +$6.02K +242 New
Daiwa Securities Group
119
Daiwa Securities Group
Japan
$5K +$4.48K +180 New
JSAM
120
J. Safra Asset Management
New York
$3.48K
S
121
SignatureFD
Georgia
$3.18K +$1.64K +66 +129%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$2.88K -$597 -24 -18%
EP
123
Essential Partners
California
$2.63K
AF
124
Allworth Financial
California
$1.85K +$25 +1 +1%
NEWAS
125
N.E.W. Advisory Services
Wisconsin
$1.63K

UPB Hedge Fund Activity: Q4 2025 in Review

133 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q4 2025, worth a combined $1.39B — up 66% from $836M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new UPB positions and 8 closed out — a net gain of 38 holders — while 42 added to existing stakes and 33 trimmed.

The largest buyer was UBS Group, adding an estimated $38.2M. The largest seller was TCG Crossover Management, cutting an estimated $34.2M.

  • 133 institutional investors held Upstream Bio Inc (UPB) as of Q4 2025, up from 95 in Q3 2025.
  • Funds reported $1.39B of Upstream Bio Inc stock for Q4 2025, up 66% quarter-over-quarter.
  • 46 funds opened new Upstream Bio Inc positions in Q4 2025 and 8 closed out, a net change of +38 holders.
  • The largest Upstream Bio Inc buyer in Q4 2025 was UBS Group, an estimated $38.2M added.
  • The largest Upstream Bio Inc seller in Q4 2025 was TCG Crossover Management, an estimated $34.2M sold.

Based on aggregated 13F filings for Q4 2025.