SERV

Serve Robotics

195 hedge funds and large institutions have $263M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 30 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 39.82%41.05% (+1.2%)

15% less capital invested

Capital invested by funds: $308M → $263M (-$45.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
195
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
$36.1M
Puts
$29.9M
Net Calls
Net Calls Change

Top Buyers

1 +$8.5M
2 +$3.78M
3 +$3.11M
4
Legal & General Group
Legal & General Group
United Kingdom
+$2.9M
5
Morgan Stanley
Morgan Stanley
New York
+$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
SRL
101
Scientech Research LLC
New Jersey
$143K
FIA
102
Foundations Investment Advisors
Arizona
$143K
PFSRSONJ
103
Police & Firemen's Retirement System of New Jersey
New Jersey
$142K
ASRS
104
Arizona State Retirement System
Arizona
$138K
WWM
105
Walser Wealth Management
Florida
$135K
IIM
106
INTECH Investment Management
Florida
$134K
ML
107
McAdam LLC
Pennsylvania
$133K
New York State Common Retirement Fund
108
New York State Common Retirement Fund
New York
$125K
Wealthfront Advisers
109
Wealthfront Advisers
California
$125K
VF
110
Virtu Financial
New York
$123K
VIA
111
Vanguard Investments Australia
Australia
$123K
SEI Investments
112
SEI Investments
Pennsylvania
$122K
VCWA
113
Vanguard Capital Wealth Advisors
Colorado
$121K
V
114
ViaWealth
Kansas
$115K
BCM
115
Bayesian Capital Management
New York
$104K
KK
116
KLP Kapitalforvaltning
Norway
$102K
PCA
117
Pallas Capital Advisors
Massachusetts
$101K
PCM
118
Polymer Capital Management
New York
$100K
NFSG
119
Newbridge Financial Services Group
Florida
$97.7K
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$92.3K
Russell Investments Group
121
Russell Investments Group
United Kingdom
$91.9K
TRCT
122
Tower Research Capital (TRC)
New York
$90.5K
VOYA Investment Management
123
VOYA Investment Management
Georgia
$89.2K
SPC
124
Sigma Planning Corp
Michigan
$88.2K
ACS
125
Archford Capital Strategies
Illinois
$86.1K