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Serve Robotics

197 hedge funds and large institutions have $265M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

21% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $29.9M

6% more funds holding

Funds holding: 185197 (+12)

1.22% more ownership

Funds ownership: 40.15%41.37% (+1.2%)

15% less capital invested

Capital invested by funds: $311M → $265M (-$45.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
76
Reduced
42
Closed
29
Calls
$36.1M
Puts
$29.9M
Net Calls
+$6.16M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Squarepoint
76
Squarepoint
New York
$252K +$324K +29,911 New
WWA
77
WCG Wealth Advisors
Nevada
$250K -$9.65K -892 -3%
Osaic Holdings
78
Osaic Holdings
Arizona
$242K -$56.6K -5,235 -15%
Janus Henderson Group
79
Janus Henderson Group
United Kingdom
$240K
LTI
80
Laffer Tengler Investments
Tennessee
$239K +$107K +9,937 +54%
BNP Paribas Financial Markets
81
BNP Paribas Financial Markets
France
$233K +$156K +14,399 +109%
AC
82
AXQ Capital
New Jersey
$230K +$60.9K +5,628 +26%
NCM
83
Next Capital Management
New York
$223K +$108K +10,000 +61%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$219K +$104K +9,642 +58%
Envestnet Asset Management
85
Envestnet Asset Management
Illinois
$213K +$55.1K +5,097 +25%
STA
86
Summit Trail Advisors
New York
$213K +$273K +25,235 New
TFS
87
Thoroughbred Financial Services
Tennessee
$204K
VGA
88
Vanguard Global Advisers
Pennsylvania
$202K +$259K +23,909 New
ACM
89
Arlington Capital Management
Illinois
$194K +$249K +23,000 New
PUI
90
Purpose Unlimited Inc
$193K
Barclays
91
Barclays
United Kingdom
$191K -$810K -74,849 -77%
IAIM
92
International Assets Investment Management
Florida
$178K +$39.6K +3,660 +21%
Creative Planning
93
Creative Planning
Kansas
$174K +$25.3K +2,340 +13%
OC
94
Oppenheimer & Co
New York
$174K +$46.1K +4,258 +26%
WS
95
Wedbush Securities
California
$172K -$70.3K -6,500 -24%
SG Americas Securities
96
SG Americas Securities
New York
$163K +$209K +19,364 New
SA
97
Sanctuary Advisors
Indiana
$162K +$30.5K +2,824 +17%
Verition Fund Management
98
Verition Fund Management
Connecticut
$155K -$634K -58,605 -76%
FC
99
FORA Capital
Florida
$150K +$192K +17,788 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$149K -$12.7K -1,176 -6%