We are live on ! Find out more
SERV

Serve Robotics

185 hedge funds and large institutions have $311M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more funds holding

Funds holding: 149185 (+36)

22% more call options, than puts

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

5% more capital invested

Capital invested by funds: $296M → $311M (+$14.6M)

2.33% less ownership

Funds ownership: 42.47%40.15% (-2.3%)

Holders
185
Holders Change
+36
Holders Change %
+24.16%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
60
Increased
82
Reduced
26
Closed
23
Calls
$48.5M
Puts
$39.8M
Net Calls
+$8.73M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$309K +$358K +29,809 New
Vontobel Holding
77
Vontobel Holding
Switzerland
$305K +$83.1K +6,921 +31%
Janus Henderson Group
78
Janus Henderson Group
United Kingdom
$295K +$341K +28,400 New
WS
79
Wedbush Securities
California
$279K +$80.2K +6,680 +33%
BHCM
80
Brevan Howard Capital Management
Jersey
$268K +$34.7K +2,893 +13%
TFS
81
Thoroughbred Financial Services
Tennessee
$251K
ACM
82
Aquatic Capital Management
Illinois
$250K +$289K +24,079 New
PUI
83
Purpose Unlimited Inc
$237K +$274K +22,804 New
Polen Capital Management
84
Polen Capital Management
Florida
$227K +$262K +21,833 New
AC
85
AXQ Capital
New Jersey
$224K +$259K +21,565 New
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$209K +$99.6K +8,297 +70%
QT
87
Quantbot Technologies
New York
$204K +$236K +19,662 New
Manulife (Manufacturers Life Insurance)
88
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$196K +$37.9K +3,159 +20%
LTI
89
Laffer Tengler Investments
Tennessee
$191K +$220K +18,355 New
Creative Planning
90
Creative Planning
Kansas
$190K +$42.3K +3,519 +24%
IAIM
91
International Assets Investment Management
Florida
$182K +$211K +17,550 New
ML
92
McAdam LLC
Pennsylvania
$176K +$204K +16,955 New
PFSRSONJ
93
Police & Firemen's Retirement System of New Jersey
New Jersey
$174K +$31K +2,579 +18%
Jones Financial Companies
94
Jones Financial Companies
Missouri
$173K +$121K +10,072 +152%
PF
95
Phoenix Financial
Israel
$172K
NCM
96
Next Capital Management
New York
$170K
SA
97
Sanctuary Advisors
Indiana
$170K +$196K +16,361 New
OC
98
Oppenheimer & Co
New York
$170K +$31.8K +2,650 +19%
VF
99
Virtu Financial
New York
$166K -$605K -50,367 -76%
ASRS
100
Arizona State Retirement System
Arizona
$163K +$189K +15,733 New