We are live on ! Find out more
SERV

Serve Robotics

95 hedge funds and large institutions have $162M invested in Serve Robotics in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 14

136% more capital invested

Capital invested by funds: $68.5M → $162M (+$93.2M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

76% more funds holding

Funds holding: 5495 (+41)

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

23% more call options, than puts

Call options by funds: $40.3M | Put options by funds: $32.8M

6.64% more ownership

Funds ownership: 20.32%26.96% (+6.6%)

Holders
95
Holders Change
+41
Holders Change %
+75.93%
% of All Funds
1.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
55
Increased
19
Reduced
11
Closed
14
Calls
$40.3M
Puts
$32.8M
Net Calls
+$7.53M
Net Calls Change
+$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
26
OMERS Administration Corp
Ontario, Canada
$431K +$335K +31,900 New
Northern Trust
27
Northern Trust
Illinois
$427K +$213K +20,253 +178%
LPL Financial
28
LPL Financial
California
$294K +$229K +21,765 New
DnB Asset Management
29
DnB Asset Management
Norway
$288K +$77K +7,336 +52%
OC
30
Oppenheimer & Co
New York
$280K +$218K +20,777 New
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$270K -$353K -33,632 -63%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$259K -$3.29M -313,127 -94%
EGM
33
Engineers Gate Manager
New York
$253K +$197K +18,761 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$248K +$193K +18,354 New
CC
35
Corton Capital
Ontario, Canada
$236K +$183K +17,466 New
JFG
36
Jefferies Financial Group
New York
$232K +$42K +4,000 +30%
PWM
37
Prosperity Wealth Management
California
$232K +$181K +17,200 New
CL
38
Choreo LLC
Illinois
$229K +$157K +14,977 New
AFG
39
Atomi Financial Group
New York
$209K +$163K +15,474 New
CMI
40
Clare Market Investments
Texas
$205K +$160K +15,200 New
PEAK6
41
PEAK6
Illinois
$196K +$152K +14,485 New
Group One Trading
42
Group One Trading
Illinois
$182K -$358K -34,047 -72%
PCM
43
Prelude Capital Management
New York
$176K +$137K +13,000 New
SRL
44
Scientech Research LLC
New Jersey
$156K +$2.25K +214 +2%
CW
45
CreativeOne Wealth
Kansas
$156K +$121K +11,567 New
OWMIAS
46
One Wealth Management Investment & Advisory Services
Florida
$154K +$120K +11,380 New
Charles Schwab
47
Charles Schwab
California
$151K +$117K +11,183 New
BWP
48
Balboa Wealth Partners
Arizona
$150K +$117K +11,145 New
Wells Fargo
49
Wells Fargo
California
$147K +$85.1K +8,100 +294%
SI
50
Stephens Inc
Arkansas
$142K +$111K +10,550 New

SERV Hedge Fund Activity: Q4 2024 in Review

95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q4 2024, worth a combined $162M — up 136% from $68.5M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new SERV positions and 14 closed out — a net gain of 41 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was National Bank of Canada, opening a new position worth an estimated $7.7M. The largest seller was Nvidia Corp, exiting entirely with an estimated $29.6M sold.

  • 95 institutional investors held Serve Robotics (SERV) as of Q4 2024, up from 54 in Q3 2024.
  • Funds reported $162M of Serve Robotics stock for Q4 2024, up 136% quarter-over-quarter.
  • 55 funds opened new Serve Robotics positions in Q4 2024 and 14 closed out, a net change of +41 holders.
  • The largest Serve Robotics buyer in Q4 2024 was National Bank of Canada, an estimated $7.7M added.
  • The largest Serve Robotics seller in Q4 2024 was Nvidia Corp, an estimated $29.6M sold.

Based on aggregated 13F filings for Q4 2024.