SERV

Serve Robotics
SERV

Overview Fund Activity

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 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
+42
Holders Change %
+79.25%
% of All Funds
1.26%
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
13
Calls
$40.3M
Puts
$32.8M
Net Calls
+$7.53M
Net Calls Change
+$13.9M

Top Buyers

1
National Bank of Canada
1
National Bank of Canada
Quebec, Canada
$9.9M
2
ETC
2
Exchange Traded Concepts
Oklahoma
$9.07M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$17.2M
4
Legal & General Group
4
Legal & General Group
United Kingdom
$6.63M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$3.67M

Top Sellers

1
NC
1
Nvidia Corp
California
$0
2
YRHAM
2
Yong Rong (HK) Asset Management
Hong Kong
$9.5M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
Bank of America
4
Bank of America
North Carolina
$2.16K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
76
Concourse Financial Group Securities
Alabama
$5.82K +$1.79K +100 +44%
PWA
77
Physician Wealth Advisors
Utah
$5.63K +$5.63K +417 New
SWM
78
Spire Wealth Management
Virginia
$4.05K +$4.05K +300 New
CA
79
CoreCap Advisors
Michigan
$3.78K – – –
PA
80
Parallel Advisors
California
$3.46K +$3.32K +246 +2,460%
NFSG
81
Newbridge Financial Services Group
Florida
$3.38K – – –
MTIC
82
Missouri Trust & Investment Company
Missouri
$3.38K – – –
Citadel Advisors
83
Citadel Advisors
Florida
$2.96K +$2.96K +219 New
CAWM
84
Capital A Wealth Management
Pennsylvania
$2.9K +$2.9K +215 New
AWM
85
Avior Wealth Management
Nebraska
$2.66K +$2.66K +197 New
Bank of America
86
Bank of America
North Carolina
$2.16K -$4.73M -350,288 -100%
GCS
87
Gordian Capital (Singapore)
Singapore
$1.42K -$130K -8,500 -99%
S
88
SignatureFD
Georgia
$1.35K +$1.19K +88 +733%
SFG
89
Stonebridge Financial Group
Pennsylvania
$1.35K +$1.35K +100 New
SIC
90
Salem Investment Counselors
North Carolina
$1.35K +$1.35K +100 New
RBC
91
Roble Belko & Company
Pennsylvania
$1K +$1K +67 New
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +100 New
HI
93
Hoey Investments
Pennsylvania
$648 +$648 +48 New
Macquarie Group
94
Macquarie Group
Australia
$604 +$604 +44,708 New
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$68 +$68 +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
– -$558K -70,229 Closed
1 2 3
4
5