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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
CFGS
76
Concourse Financial Group Securities
Alabama
$5.82K +$1.05K +100 +44%
PWA
77
Physician Wealth Advisors
Utah
$5.63K +$4.38K +417 New
SWM
78
Spire Wealth Management
Virginia
$4.04K +$3.15K +300 New
CA
79
CoreCap Advisors
Michigan
$3.78K
PA
80
Parallel Advisors
California
$3.46K +$2.58K +246 +2,460%
MTIC
81
Missouri Trust & Investment Company
Missouri
$3.38K
NFSG
82
Newbridge Financial Services Group
Florida
$3.38K
Citadel Advisors
83
Citadel Advisors
Florida
$2.96K +$2.3K +219 New
CAWM
84
Capital A Wealth Management
Pennsylvania
$2.9K +$2.26K +215 New
AWM
85
Avior Wealth Management
Nebraska
$2.66K +$2.07K +197 New
Bank of America
86
Bank of America
North Carolina
$2.16K -$3.68M -350,288 -100%
GCS
87
Gordian Capital (Singapore)
Singapore
$1.42K -$89.3K -8,500 -99%
S
88
SignatureFD
Georgia
$1.35K +$924 +88 +733%
SIC
89
Salem Investment Counselors
North Carolina
$1.35K +$1.05K +100 New
SFGP
90
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.35K +$1.05K +100 New
RBC
91
Roble Belko & Company
Pennsylvania
$1K +$704 +67 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.05K +100 New
HI
93
Hoey Investments
Pennsylvania
$648 +$504 +48 New
Macquarie Group
94
Macquarie Group
Australia
$604 +$470K +44,708 New
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$68 +$53 +5 New
NC
96
Nvidia Corp
California
-$29.6M -3,727,033 Closed
Alyeska Investment Group
97
Alyeska Investment Group
Illinois
-$5.37M -675,000 Closed
MA
98
MYDA Advisors
New York
-$1.03M -130,000 Closed
CAC
99
Cowen and Company
New York
-$954K -120,000 Closed
Simplex Trading
100
Simplex Trading
Illinois
-$738K -70,229 Closed

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.