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SERV

Serve Robotics

119 hedge funds and large institutions have $102M invested in Serve Robotics in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

25% more funds holding

Funds holding: 95119 (+24)

3.85% more ownership

Funds ownership: 26.96%30.81% (+3.9%)

0% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $13M

37% less capital invested

Capital invested by funds: $162M → $102M (-$60M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
119
Holders Change
+24
Holders Change %
+25.26%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
41
Reduced
14
Closed
29
Calls
$12.9M
Puts
$13M
Net Calls
-$50K
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$43.6K +$88.3K +6,730 +787%
FIA
77
FNY Investment Advisers
New York
$23K +$52.5K +4,000 New
LFG
78
Larson Financial Group
Missouri
$17.3K -$3.94K -300 -9%
PS
79
Principal Securities
Iowa
$16.9K
IA
80
IFP Advisors
Florida
$16.7K +$38K +2,900 New
Jones Financial Companies
81
Jones Financial Companies
Missouri
$16.3K +$14.2K +1,086 +72%
Wells Fargo
82
Wells Fargo
California
$15.2K -$108K -8,219 -76%
SS
83
SBI Securities
Japan
$14.4K +$32.9K +2,507 New
BL
84
BFSG LLC
California
$13.7K -$31.2K -2,375 -50%
GCS
85
Gordian Capital (Singapore)
Singapore
$13.2K +$28.9K +2,200 +2,366%
US Bancorp
86
US Bancorp
Minnesota
$13.2K +$30.1K +2,291 New
AAG
87
Armstrong Advisory Group
Massachusetts
$9.41K
TRCT
88
Tower Research Capital (TRC)
New York
$6.34K -$67.1K -5,116 -82%
AF
89
Allworth Financial
California
$6.23K +$472 +36 +4%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$6K +$13.1K +1,000 +1,000%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.26K +$3.94K +300 +49%
BWL
92
Bogart Wealth LLC
Virginia
$5.17K -$23.9K -1,825 -67%
NFSG
93
Newbridge Financial Services Group
Florida
$3.56K +$4.85K +370 +148%
PG
94
Proffitt & Goodson
Tennessee
$3.45K +$7.87K +600 New
PWA
95
Physician Wealth Advisors
Utah
$3.36K +$2.2K +168 +40%
YAL
96
Your Advocates Ltd
Texas
$2.93K +$6.69K +510 New
HI
97
Harbour Investments
Wisconsin
$2.88K
EWA
98
EverSource Wealth Advisors
Alabama
$2.88K +$6.56K +500 New
CA
99
CoreCap Advisors
Michigan
$2.5K +$2.03K +155 +55%
NEWAS
100
N.E.W. Advisory Services
Wisconsin
$2.25K +$5.14K +392 New

SERV Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q1 2025, worth a combined $102M — down 37% from $162M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SERV positions and 29 closed out — a net gain of 25 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.3M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $9.5M sold.

  • 119 institutional investors held Serve Robotics (SERV) as of Q1 2025, up from 95 in Q4 2024.
  • Funds reported $102M of Serve Robotics stock for Q1 2025, down 37% quarter-over-quarter.
  • 54 funds opened new Serve Robotics positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Serve Robotics buyer in Q1 2025 was Vanguard Group, an estimated $11.3M added.
  • The largest Serve Robotics seller in Q1 2025 was Yong Rong (HK) Asset Management, an estimated $9.5M sold.

Based on aggregated 13F filings for Q1 2025.