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Serve Robotics

197 hedge funds and large institutions have $265M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

21% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $29.9M

6% more funds holding

Funds holding: 185197 (+12)

1.22% more ownership

Funds ownership: 40.15%41.37% (+1.2%)

15% less capital invested

Capital invested by funds: $311M → $265M (-$45.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
76
Reduced
42
Closed
29
Calls
$36.1M
Puts
$29.9M
Net Calls
+$6.16M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$40.9M +$773K +71,471 +1%
VCM
2
Vanguard Capital Management
Pennsylvania
$23.4M +$30M +2,771,761 New
U
3
Uber
California
$17.5M
ETC
4
Exchange Traded Concepts
Oklahoma
$13.5M +$3.78M +349,693 +28%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$13.1M +$959K +88,701 +6%
State Street
6
State Street
Massachusetts
$10.9M +$460K +42,533 +3%
Legal & General Group
7
Legal & General Group
United Kingdom
$9.79M +$2.9M +267,926 +32%
First Trust Advisors
8
First Trust Advisors
Illinois
$8.09M -$688K -63,606 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$7.05M -$102K -9,422 -1%
Ameriprise
10
Ameriprise
Minnesota
$6.63M +$8.5M +786,046 New
Mirae Asset Global ETFs Holdings
11
Mirae Asset Global ETFs Holdings
Hong Kong
$6.63M +$292K +26,961 +3%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$6.42M +$585K +54,134 +8%
Morgan Stanley
13
Morgan Stanley
New York
$5.8M +$2.77M +256,032 +59%
N
14
Nuveen
North Carolina
$5.14M +$6.06K +560 +0.1%
Northern Trust
15
Northern Trust
Illinois
$4.5M +$459K +42,452 +9%
Citadel Advisors
16
Citadel Advisors
Florida
$4.36M -$1.89M -174,854 -25%
Charles Schwab
17
Charles Schwab
California
$4.32M +$178K +16,465 +3%
UBS Group
18
UBS Group
Switzerland
$4.07M -$563K -52,088 -10%
VFT
19
Vanguard Fiduciary Trust
Pennsylvania
$3.51M +$4.5M +415,888 New
VPM
20
Vanguard Portfolio Management
Pennsylvania
$3.27M +$4.19M +387,000 New
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$2.86M +$319K +29,489 +10%
CDMG
22
Creek Drive Management Group
California
$2.83M -$1.49M -138,200 -29%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$2.69M -$4.38M -404,615 -56%
GC
24
Grange Capital
Oregon
$2.43M +$3.11M +287,427 New
LPL Financial
25
LPL Financial
California
$2.16M +$1.12M +103,545 +68%