SERV

Serve Robotics

146 hedge funds and large institutions have $296M invested in Serve Robotics in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 63 increasing their positions, 24 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86.7M
Puts
$58.3M
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$15.5M
3 +$14M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.84M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.07M

Top Sellers

1 -$31.1M
2 -$5.22M
3 -$4.59M
4
UBS Group
UBS Group
Switzerland
-$2.26M
5
Millennium Management
Millennium Management
New York
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
101
Arax Advisory Partners
Colorado
$27.5K
FFA
102
Farther Finance Advisors
California
$27.4K
AB
103
Amalgamated Bank
New York
$19K
BWL
104
Bogart Wealth LLC
Virginia
$18K
HI
105
Harbour Investments
Wisconsin
$17.4K
SWP
106
Strategic Wealth Partners
Ohio
$15.7K
NFSG
107
Newbridge Financial Services Group
Florida
$13.6K
TRCT
108
Tower Research Capital (TRC)
New York
$13.2K
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
PFBT
110
Parkside Financial Bank & Trust
Missouri
$10.2K
EWA
111
EverSource Wealth Advisors
Alabama
$9.3K
AAG
112
Armstrong Advisory Group
Massachusetts
$8.11K
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$7K
AP
114
Aspect Partners
Virginia
$6.47K
Nisa Investment Advisors
115
Nisa Investment Advisors
Missouri
$6.01K
WANY
116
Wealthspire Advisors (New York)
New York
$6K
SCM
117
Sterling Capital Management
North Carolina
$5.32K
KFPC
118
KERR FINANCIAL PLANNING Corp
California
$4.58K
PS
119
Principal Securities
Iowa
$4.22K
TCM
120
TD Capital Management
Tennessee
$4.15K
NA
121
NewEdge Advisors
Louisiana
$3.9K
SWM
122
Spire Wealth Management
Virginia
$3.48K
US Bancorp
123
US Bancorp
Minnesota
$3.41K
SS
124
Sunbelt Securities
Texas
$3.31K
LFG
125
Larson Financial Group
Missouri
$3K