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SERV

Serve Robotics

119 hedge funds and large institutions have $102M invested in Serve Robotics in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

25% more funds holding

Funds holding: 95119 (+24)

3.85% more ownership

Funds ownership: 26.96%30.81% (+3.9%)

0% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $13M

37% less capital invested

Capital invested by funds: $162M → $102M (-$60M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
119
Holders Change
+24
Holders Change %
+25.26%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
41
Reduced
14
Closed
29
Calls
$12.9M
Puts
$13M
Net Calls
-$50K
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$2.03K +$3.32K +253 +253%
VNA
102
Valley National Advisers
Pennsylvania
$2K
TFGT
103
TS Financial Group (TSFG)
Illinois
$2K +$3.69K +281 New
PA
104
Parallel Advisors
California
$1.94K +$682 +52 +20%
SWM
105
Spire Wealth Management
Virginia
$1.72K
MIM
106
Marshall Investment Management
Colorado
$1.56K +$3.57K +272 New
NA
107
NewEdge Advisors
Louisiana
$1.5K +$3.41K +260 New
MTIC
108
Missouri Trust & Investment Company
Missouri
$1.44K
SHIM
109
Stone House Investment Management
Pennsylvania
$1.15K +$2.62K +200 New
TCM
110
Tradewinds Capital Management
Washington
$1.09K +$2.49K +190 New
HBW
111
Hazlett, Burt & Watson
West Virginia
$1K +$2.23K +170 New
SO
112
Sierra Ocean
California
$615 +$1.4K +107 New
SIC
113
Salem Investment Counselors
North Carolina
$575
AP
114
Aspect Partners
Virginia
$460 +$1.05K +80 New
CSB
115
City State Bank
Iowa
$403 +$918 +70 New
HI
116
Hoey Investments
Pennsylvania
$276
OP
117
ORG Partners
Indiana
$198 +$459 +35 New
HT
118
Headlands Technologies
Illinois
$161 +$367 +28 New
YRHAM
119
Yong Rong (HK) Asset Management
Hong Kong
-$9.5M -704,000 Closed
Jane Street
120
Jane Street
New York
-$1.43M -109,185 Closed
SSA
121
Schonfeld Strategic Advisors
New York
-$1.35M -100,309 Closed
6CM
122
683 Capital Management
New York
-$709K -52,500 Closed
TI
123
Tidal Investments
Wisconsin
-$700K -51,846 Closed
Macquarie Group
124
Macquarie Group
Australia
-$604 -44,708 Closed
Man Group
125
Man Group
United Kingdom
-$467K -34,556 Closed

SERV Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q1 2025, worth a combined $102M — down 37% from $162M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SERV positions and 29 closed out — a net gain of 25 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.3M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $9.5M sold.

  • 119 institutional investors held Serve Robotics (SERV) as of Q1 2025, up from 95 in Q4 2024.
  • Funds reported $102M of Serve Robotics stock for Q1 2025, down 37% quarter-over-quarter.
  • 54 funds opened new Serve Robotics positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Serve Robotics buyer in Q1 2025 was Vanguard Group, an estimated $11.3M added.
  • The largest Serve Robotics seller in Q1 2025 was Yong Rong (HK) Asset Management, an estimated $9.5M sold.

Based on aggregated 13F filings for Q1 2025.