SERV

Serve Robotics

182 hedge funds and large institutions have $306M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

22% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $39.8M

4% more capital invested

Capital invested by funds: $296M → $306M (+$10.5M)

2.86% less ownership

Funds ownership: 42.45%39.59% (-2.9%)

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$39.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$279K
BHCM
77
Brevan Howard Capital Management
Jersey
$268K
TFS
78
Thoroughbred Financial Services
Tennessee
$251K
ACM
79
Aquatic Capital Management
Illinois
$250K
Polen Capital Management
80
Polen Capital Management
Florida
$227K
AC
81
AXQ Capital
New Jersey
$224K
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$209K
QT
83
Quantbot Technologies
New York
$204K
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K
LTI
85
Laffer Tengler Investments
Tennessee
$191K
Creative Planning
86
Creative Planning
Kansas
$190K
IAIM
87
International Assets Investment Management
Florida
$182K
ML
88
McAdam LLC
Pennsylvania
$176K
PFSRSONJ
89
Police & Firemen's Retirement System of New Jersey
New Jersey
$174K
Jones Financial Companies
90
Jones Financial Companies
Missouri
$173K
PF
91
Phoenix Financial
Israel
$172K
NCM
92
Next Capital Management
New York
$170K
SA
93
Sanctuary Advisors
Indiana
$170K
OC
94
Oppenheimer & Co
New York
$170K
VF
95
Virtu Financial
New York
$166K
ASRS
96
Arizona State Retirement System
Arizona
$163K
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$154K
SEI Investments
98
SEI Investments
Pennsylvania
$150K
IIM
99
INTECH Investment Management
Florida
$150K
Balyasny Asset Management
100
Balyasny Asset Management
Illinois
$149K