SERV

Serve Robotics
SERV

Overview Fund Activity

131 hedge funds and large institutions have $237M invested in Serve Robotics in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 32 closing their positions.

Holders
131
Holders Change
+11
Holders Change %
+9.17%
% of All Funds
1.76%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
44
Increased
39
Reduced
29
Closed
32
Calls
$27M
Puts
$21.4M
Net Calls
+$5.64M
Net Calls Change
+$5.69M

Top Buyers

1
BlackRock
1
BlackRock
New York
$27.1M
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$10.1M
3
State Street
3
State Street
Massachusetts
$7.79M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$7.23M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$2.35M
2
Capital Fund Management (CFM)
2
Capital Fund Management (CFM)
France
$6.29M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$0
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$61.7K
5
Ameriprise
5
Ameriprise
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AB
101
Amalgamated Bank
New York
$18K 1,601 +1,601 New
HI
102
Harbour Investments
Wisconsin
$17.2K 1,500 +1,000 +200%
SWP
103
Strategic Wealth Partners
Ohio
$15.4K 1,347 +1,347 New
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$13K 1,100 – –
PWA
105
Physician Wealth Advisors
Utah
$11.6K 1,017 +432 +74%
GRP
106
Global Retirement Partners
California
$11.4K 1,000 +1,000 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K 915 – –
EWA
108
EverSource Wealth Advisors
Alabama
$8.53K 746 +246 +49%
AAG
109
Armstrong Advisory Group
Massachusetts
$7.97K 697 – –
CA
110
CoreCap Advisors
Michigan
$6.06K 530 +95 +22%
Nisa Investment Advisors
111
Nisa Investment Advisors
Missouri
$5.91K 517 +517 New
NFSG
112
Newbridge Financial Services Group
Florida
$5.38K 470 -150 -24%
PS
113
Principal Securities
Iowa
$3.43K 300 -950 -76%
SWM
114
Spire Wealth Management
Virginia
$3.43K 300 – –
TFGT
115
TS Financial Group (TSFG)
Illinois
$3K 281 – –
NA
116
NewEdge Advisors
Louisiana
$2.97K 260 – –
MTIC
117
Missouri Trust & Investment Company
Missouri
$2.86K 250 – –
SCM
118
Sterling Capital Management
North Carolina
$2.75K 240 +240 New
S
119
SignatureFD
Georgia
$2.3K 201 -152 -43%
NEWAS
120
N.E.W. Advisory Services
Wisconsin
$2.24K 196 -196 -50%
TCM
121
Tradewinds Capital Management
Washington
$2.06K 180 -10 -5%
US Bancorp
122
US Bancorp
Minnesota
$1.59K 139 -2,152 -94%
SO
123
Sierra Ocean
California
$1.22K 107 – –
CSB
124
City State Bank
Iowa
$1.14K 100 +30 +43%
SIC
125
SJS Investment Consulting
Ohio
$1.01K 88 +88 New
3 4
5
6 7