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UPB

Upstream Bio Inc

79 hedge funds and large institutions have $267M invested in Upstream Bio Inc in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 11 increasing their positions, 26 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

13% more funds holding

Funds holding: 7079 (+9)

7.78% more ownership

Funds ownership: 78.5%86.28% (+7.8%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

58% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 26

61% less capital invested

Capital invested by funds: $690M → $267M (-$423M)

Holders
79
Holders Change
+9
Holders Change %
+12.86%
% of All Funds
1.06%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
23
Increased
11
Reduced
26
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$44.4M +$761K +79,672 +1%
O
2
OrbiMed
New York
$34.8M
DC
3
Decheng Capital
California
$20.1M
TCM
4
TCG Crossover Management
California
$17.1M
ES
5
Enavate Sciences
California
$15.1M
DTC
6
Deep Track Capital
Connecticut
$14.1M +$12.4M +1,299,567 +130%
BCLSI
7
Bain Capital Life Sciences Investors
Massachusetts
$14M
VA
8
VR Adviser
New York
$14M
SB
9
Samsara BioCapital
California
$12.7M -$1.43M -150,000 -7%
OFM
10
Omega Fund Management
Massachusetts
$12.5M
Wellington Management Group
11
Wellington Management Group
Massachusetts
$8.03M -$2.58M -269,697 -17%
BlackRock
12
BlackRock
New York
$7.26M +$649K +67,968 +6%
AllianceBernstein
13
AllianceBernstein
Tennessee
$6.68M -$192K -20,151 -2%
Norges Bank
14
Norges Bank
Norway
$5.94M -$287K -30,084 -3%
Vanguard Group
15
Vanguard Group
Pennsylvania
$5.55M -$76.4K -7,995 -0.9%
SL
16
Siren LLC
Connecticut
$4.83M -$110K -11,550 -1%
NCM
17
Nantahala Capital Management
Connecticut
$3.64M -$48K -5,029 -0.8%
AS
18
Altshuler Shaham
Israel
$3.52M +$30.9M +3,235,293 New
WP
19
Woodline Partners
California
$3.41M +$292K +30,552 +6%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.51M +$453K +47,408 +13%
Marshall Wace
21
Marshall Wace
United Kingdom
$1.87M +$136K +14,229 +5%
GPP
22
Great Point Partners
Connecticut
$1.84M
State Street
23
State Street
Massachusetts
$1.81M +$462K +48,400 +20%
PHP
24
Parkman Healthcare Partners
Connecticut
$1.43M +$2.23M +233,563 New
LCM
25
Lynx1 Capital Management
Puerto Rico
$1.34M -$199K -20,795 -9%

UPB Hedge Fund Activity: Q1 2025 in Review

79 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Upstream Bio Inc (UPB) for Q1 2025, worth a combined $267M — down 61% from $690M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UPB positions and 14 closed out — a net gain of 9 holders — while 11 added to existing stakes and 26 trimmed.

The largest buyer was Altshuler Shaham, opening a new position worth an estimated $30.9M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $4.95M sold.

  • 79 institutional investors held Upstream Bio Inc (UPB) as of Q1 2025, up from 70 in Q4 2024.
  • Funds reported $267M of Upstream Bio Inc stock for Q1 2025, down 61% quarter-over-quarter.
  • 23 funds opened new Upstream Bio Inc positions in Q1 2025 and 14 closed out, a net change of +9 holders.
  • The largest Upstream Bio Inc buyer in Q1 2025 was Altshuler Shaham, an estimated $30.9M added.
  • The largest Upstream Bio Inc seller in Q1 2025 was Balyasny Asset Management, an estimated $4.95M sold.

Based on aggregated 13F filings for Q1 2025.