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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
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$140K +$109K +10,400 New
Belvedere Trading
52
Belvedere Trading
Illinois
$129K +$101K +9,590 New
SG Americas Securities
53
SG Americas Securities
New York
$114K +$88.7K +8,450 New
Citigroup
54
Citigroup
New York
$101K +$66K +6,283 +524%
TRCT
55
Tower Research Capital (TRC)
New York
$84K -$30.8K -2,936 -32%
BL
56
BFSG LLC
California
$64.1K
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$58K -$194K -18,472 -81%
Osaic Holdings
58
Osaic Holdings
Arizona
$50.3K +$28K +2,662 +250%
LFG
59
Larson Financial Group
Missouri
$44.5K
CIBC Private Wealth Group
60
CIBC Private Wealth Group
Georgia
$42.2K +$26.4K +2,513 New
BWL
61
Bogart Wealth LLC
Virginia
$36.8K +$28.6K +2,725 New
BTI
62
Blue Trust Inc
Georgia
$27K +$21K +2,000 New
AA
63
AlphaMark Advisors
Kentucky
$22K -$8.87K -845 -34%
Jones Financial Companies
64
Jones Financial Companies
Missouri
$20.3K +$7.61K +725 +94%
PS
65
Principal Securities
Iowa
$16.9K
AF
66
Allworth Financial
California
$16.1K +$9.45K +900 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$15.5K +$12.1K +1,150 New
TC
68
Truvestments Capital
Florida
$15.2K +$11.8K +1,128 New
JP Morgan Chase
69
JP Morgan Chase
New York
$11.5K
TAM
70
Tucker Asset Management
Colorado
$11.2K +$8.68K +826 New
AAG
71
Armstrong Advisory Group
Massachusetts
$9.41K
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.3K +$6.46K +615 New
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$7.42K
HI
74
Harbour Investments
Wisconsin
$6.75K +$5.25K +500 New
VNA
75
Valley National Advisers
Pennsylvania
$6K

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.