SERV

Serve Robotics

132 hedge funds and large institutions have $242M invested in Serve Robotics in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 39 increasing their positions, 30 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
+13
Holders Change %
+10.92%
% of All Funds
1.77%
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
30
Closed
31
Calls
$35.3M
Puts
$27.7M
Net Calls
+$7.64M
Net Calls Change
+$7.69M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
101
SBI Securities
Japan
$18.1K -$10.6K -926 -37%
AB
102
Amalgamated Bank
New York
$18K +$18K +1,601 New
HI
103
Harbour Investments
Wisconsin
$17.2K +$11.4K +1,000 +200%
SWP
104
Strategic Wealth Partners
Ohio
$15.4K +$15.4K +1,347 New
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$13K
PWA
106
Physician Wealth Advisors
Utah
$11.6K +$4.94K +432 +74%
GRP
107
Global Retirement Partners
California
$11.4K +$11.4K +1,000 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.5K
EWA
109
EverSource Wealth Advisors
Alabama
$8.53K +$2.81K +246 +49%
AAG
110
Armstrong Advisory Group
Massachusetts
$7.97K
CA
111
CoreCap Advisors
Michigan
$6.06K +$1.09K +95 +22%
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$5.91K +$5.91K +517 New
NFSG
113
Newbridge Financial Services Group
Florida
$5.38K -$1.72K -150 -24%
PS
114
Principal Securities
Iowa
$3.43K -$10.9K -950 -76%
SWM
115
Spire Wealth Management
Virginia
$3.43K
TFGT
116
TS Financial Group (TSFG)
Illinois
$3K
NA
117
NewEdge Advisors
Louisiana
$2.97K
MTIC
118
Missouri Trust & Investment Company
Missouri
$2.86K
SCM
119
Sterling Capital Management
North Carolina
$2.75K +$2.75K +240 New
S
120
SignatureFD
Georgia
$2.3K -$1.74K -152 -43%
NEWAS
121
N.E.W. Advisory Services
Wisconsin
$2.24K -$2.24K -196 -50%
TCM
122
Tradewinds Capital Management
Washington
$2.06K -$114 -10 -5%
US Bancorp
123
US Bancorp
Minnesota
$1.59K -$24.6K -2,152 -94%
SO
124
Sierra Ocean
California
$1.22K
CSB
125
City State Bank
Iowa
$1.14K +$343 +30 +43%