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SERV

Serve Robotics

54 hedge funds and large institutions have $68.5M invested in Serve Robotics in 2024 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

271% more capital invested

Capital invested by funds: $18.5M → $68.5M (+$50M)

135% more funds holding

Funds holding: 2354 (+31)

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.02% less ownership

Funds ownership: 23.34%20.32% (-3%)

57% less call options, than puts

Call options by funds: $4.72M | Put options by funds: $11.1M

Holders
54
Holders Change
+31
Holders Change %
+134.78%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
38
Increased
7
Reduced
6
Closed
7
Calls
$4.72M
Puts
$11.1M
Net Calls
-$6.38M
Net Calls Change
-$6.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$138K +$150K +17,407 New
Wolverine Trading
27
Wolverine Trading
Illinois
$113K +$113K +13,137 New
DnB Asset Management
28
DnB Asset Management
Norway
$112K +$121K +14,020 New
JFG
29
Jefferies Financial Group
New York
$105K +$114K +13,200 New
AAS
30
Avantax Advisory Services
Texas
$100K +$109K +12,601 New
Northern Trust
31
Northern Trust
Illinois
$90.5K
SRL
32
Scientech Research LLC
New Jersey
$90.3K +$98K +11,360 New
QPW
33
Quantum Private Wealth
Florida
$79.5K +$86.3K +10,000 New
TRCT
34
Tower Research Capital (TRC)
New York
$72.8K +$54.9K +6,359 +227%
GCS
35
Gordian Capital (Singapore)
Singapore
$68.3K +$74.1K +8,593 New
BL
36
BFSG LLC
California
$37.8K +$41K +4,750 New
LFG
37
Larson Financial Group
Missouri
$26.2K +$28.5K +3,300 New
Wells Fargo
38
Wells Fargo
California
$21.9K -$80K -9,275 -77%
AA
39
AlphaMark Advisors
Kentucky
$20K +$21.7K +2,510 New
JIP
40
Jaffetilchin Investment Partners
Florida
$15.9K +$17.3K +2,000 New
PS
41
Principal Securities
Iowa
$9.94K +$10.8K +1,250 New
Citigroup
42
Citigroup
New York
$9.52K +$10.3K +1,198 New
Osaic Holdings
43
Osaic Holdings
Arizona
$8.46K +$7.02K +814 +326%
JP Morgan Chase
44
JP Morgan Chase
New York
$6.8K +$7.17K +831 +3,463%
Jones Financial Companies
45
Jones Financial Companies
Missouri
$6.65K +$6.69K +775 New
AAG
46
Armstrong Advisory Group
Massachusetts
$5.54K +$6.01K +697 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$4.37K +$4.75K +550 New
VNA
48
Valley National Advisers
Pennsylvania
$3K -$12.9K -1,500 -75%
CA
49
CoreCap Advisors
Michigan
$2.23K
MTIC
50
Missouri Trust & Investment Company
Missouri
$1.99K +$2.16K +250 New

SERV Hedge Fund Activity: Q3 2024 in Review

54 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q3 2024, worth a combined $68.5M — up 271% from $18.5M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new SERV positions and 7 closed out — a net gain of 31 holders — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Yong Rong (HK) Asset Management, opening a new position worth an estimated $10.5M. The largest seller was AWM Investment Company, exiting entirely with an estimated $3.55M sold.

  • 54 institutional investors held Serve Robotics (SERV) as of Q3 2024, up from 23 in Q2 2024.
  • Funds reported $68.5M of Serve Robotics stock for Q3 2024, up 271% quarter-over-quarter.
  • 38 funds opened new Serve Robotics positions in Q3 2024 and 7 closed out, a net change of +31 holders.
  • The largest Serve Robotics buyer in Q3 2024 was Yong Rong (HK) Asset Management, an estimated $10.5M added.
  • The largest Serve Robotics seller in Q3 2024 was AWM Investment Company, an estimated $3.55M sold.

Based on aggregated 13F filings for Q3 2024.