SERV

Serve Robotics

184 hedge funds and large institutions have $308M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

22% more call options, than puts

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

4% more capital invested

Capital invested by funds: $296M → $308M (+$12.2M)

2.63% less ownership

Funds ownership: 42.45%39.82% (-2.6%)

Holders
184
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$39.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$150K
IIM
102
INTECH Investment Management
Florida
$150K
Balyasny Asset Management
103
Balyasny Asset Management
Illinois
$149K
BNP Paribas Financial Markets
104
BNP Paribas Financial Markets
France
$138K
KK
105
KLP Kapitalforvaltning
Norway
$126K
A
106
AlphaQuest
New York
$125K
FIA
107
Foundations Investment Advisors
Arizona
$123K
HighTower Advisors
108
HighTower Advisors
Illinois
$119K
Wealthfront Advisers
109
Wealthfront Advisers
California
$119K
ProShare Advisors
110
ProShare Advisors
Maryland
$119K
WWM
111
Walser Wealth Management
Florida
$115K
VOYA Investment Management
112
VOYA Investment Management
Georgia
$112K
Cetera Investment Advisers
113
Cetera Investment Advisers
Illinois
$111K
Stifel Financial
114
Stifel Financial
Missouri
$111K
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$106K
SPC
116
Sigma Planning Corp
Michigan
$105K
AI
117
AdvisorShares Investments
Maryland
$105K
SIS
118
Strategic Investment Solutions
Illinois
$96.8K
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$96.6K
NFSG
120
Newbridge Financial Services Group
Florida
$94.1K
Fidelity Investments
121
Fidelity Investments
Massachusetts
$91.2K
SS
122
SBI Securities
Japan
$86.5K
Russell Investments Group
123
Russell Investments Group
United Kingdom
$72.7K
AIP
124
Ameritas Investment Partners
Nebraska
$52.7K
KAS
125
Kestra Advisory Services
Texas
$39K