SERV

Serve Robotics

184 hedge funds and large institutions have $308M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 21 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 → $308M (+$12.2M)

2.63% less ownership

Funds ownership: 42.45%39.82% (-2.6%)

Holders
184
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
Vontobel Holding
76
Vontobel Holding
Switzerland
$305K
Janus Henderson Group
77
Janus Henderson Group
United Kingdom
$295K
WS
78
Wedbush Securities
California
$279K
BHCM
79
Brevan Howard Capital Management
Jersey
$268K
TFS
80
Thoroughbred Financial Services
Tennessee
$251K
ACM
81
Aquatic Capital Management
Illinois
$250K
PUI
82
Purpose Unlimited Inc
$237K
Polen Capital Management
83
Polen Capital Management
Florida
$227K
AC
84
AXQ Capital
New Jersey
$224K
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$209K
QT
86
Quantbot Technologies
New York
$204K
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K
LTI
88
Laffer Tengler Investments
Tennessee
$191K
Creative Planning
89
Creative Planning
Kansas
$190K
IAIM
90
International Assets Investment Management
Florida
$182K
ML
91
McAdam LLC
Pennsylvania
$176K
PFSRSONJ
92
Police & Firemen's Retirement System of New Jersey
New Jersey
$174K
Jones Financial Companies
93
Jones Financial Companies
Missouri
$173K
PF
94
Phoenix Financial
Israel
$172K
NCM
95
Next Capital Management
New York
$170K
SA
96
Sanctuary Advisors
Indiana
$170K
OC
97
Oppenheimer & Co
New York
$170K
VF
98
Virtu Financial
New York
$166K
ASRS
99
Arizona State Retirement System
Arizona
$163K
New York State Common Retirement Fund
100
New York State Common Retirement Fund
New York
$154K