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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$204M -$14.1M -568,211 -7%
O
2
OrbiMed
New York
$155M
BlackRock
3
BlackRock
New York
$90.8M +$18.4M +740,798 +28%
DC
4
Decheng Capital
California
$85.3M -$3.54M -142,215 -4%
Norges Bank
5
Norges Bank
Norway
$78.3M +$71.8M +2,882,647 New
ES
6
Enavate Sciences
California
$66.8M
Vanguard Group
7
Vanguard Group
Pennsylvania
$64.8M -$1.35M -54,112 -2%
UBS Group
8
UBS Group
Switzerland
$49M +$38.2M +1,533,972 +563%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$41.4M +$38M +1,527,958 New
AS
10
Altshuler Shaham
Israel
$36.4M -$1.87M -75,282 -5%
BCLSI
11
Bain Capital Life Sciences Investors
Massachusetts
$36.1M -$27.6M -1,109,994 -46%
OFM
12
Omega Fund Management
Massachusetts
$36M -$747K -30,000 -2%
State Street
13
State Street
Massachusetts
$35.8M +$5.09M +204,645 +18%
VA
14
VR Adviser
New York
$31.7M
Wellington Management Group
15
Wellington Management Group
Massachusetts
$24.3M -$5.74M -230,662 -20%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$23.1M +$866K +34,799 +4%
PHP
17
Parkman Healthcare Partners
Connecticut
$22.7M -$223K -8,943 -1%
Pictet Asset Management
18
Pictet Asset Management
Switzerland
$21M +$19.2M +773,148 New
WP
19
Woodline Partners
California
$20.6M +$3.93M +158,000 +26%
IHAM
20
Integral Health Asset Management
New York
$20.4M +$4.36M +175,000 +30%
TCM
21
TCG Crossover Management
California
$20.2M -$34.2M -1,373,217 -65%
SB
22
Samsara BioCapital
California
$20M -$5.63M -226,107 -24%
VPC
23
Vestal Point Capital
New York
$19.5M +$17.9M +720,000 New
SL
24
Siren LLC
Connecticut
$16M -$4.98M -200,000 -25%
Barclays
25
Barclays
United Kingdom
$14.2M +$10.9M +439,184 +515%

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.