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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$87.1M +$6.29M +681,021 +9%
O
2
OrbiMed
New York
$62.5M
AS
3
Altshuler Shaham
Israel
$37.3M +$1.47M +159,148 +5%
DC
4
Decheng Capital
California
$36.1M
TCM
5
TCG Crossover Management
California
$30.8M
ES
6
Enavate Sciences
California
$27M
BCLSI
7
Bain Capital Life Sciences Investors
Massachusetts
$26.8M +$1.33M +144,216 +6%
VA
8
VR Adviser
New York
$25.2M
Vanguard Group
9
Vanguard Group
Pennsylvania
$23.8M +$11.7M +1,263,807 +139%
BlackRock
10
BlackRock
New York
$23M +$8.41M +910,738 +77%
OFM
11
Omega Fund Management
Massachusetts
$22.4M
SB
12
Samsara BioCapital
California
$15.8M -$5.76M -623,915 -30%
DTC
13
Deep Track Capital
Connecticut
$15.8M -$7.91M -856,800 -37%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$13.5M -$814K -88,162 -7%
Norges Bank
15
Norges Bank
Norway
$10.6M
SL
16
Siren LLC
Connecticut
$8.66M
PHP
17
Parkman Healthcare Partners
Connecticut
$7.86M +$4.45M +481,941 +206%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$7.1M +$2.18M +235,958 +57%
NCM
19
Nantahala Capital Management
Connecticut
$6.53M
WP
20
Woodline Partners
California
$6.13M +$11K +1,189 +0.2%
State Street
21
State Street
Massachusetts
$5.29M +$1.72M +185,788 +63%
SSA
22
Schonfeld Strategic Advisors
New York
$4.02M +$1.73M +187,806 +106%
GPP
23
Great Point Partners
Connecticut
$3.29M
Marshall Wace
24
Marshall Wace
United Kingdom
$3.19M -$133K -14,437 -5%
UBS Group
25
UBS Group
Switzerland
$2.56M +$936K +101,336 +77%

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.