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SERV

Serve Robotics
SERV

149 hedge funds and large institutions have $296M invested in Serve Robotics in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

49% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $58.3M

22% more capital invested

Capital invested by funds: $243M → $296M (+$53.4M)

13% more funds holding

Funds holding: 132 → 149 (+17)

5.16% more ownership

Funds ownership: 37.31% → 42.47% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
64
Reduced
24
Closed
23
Calls
$86.7M
Puts
$58.3M
Net Calls
+$28.4M
Net Calls Change
+$20.8M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$15.9M
2
BlackRock
BlackRock
New York
+$14.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.33M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
U
Uber
California
-$29.4M
2
Goldman Sachs
Goldman Sachs
New York
-$4.92M
3
Morgan Stanley
Morgan Stanley
New York
-$4.33M
4
UBS Group
UBS Group
Switzerland
-$2.13M
5
Millennium Management
Millennium Management
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
101
California State Teachers Retirement System (CalSTRS)
California
$34K +$22 +2 +0.1%
BL
102
BFSG LLC
California
$27.6K – – –
AAP
103
Arax Advisory Partners
Colorado
$27.5K +$25.9K +2,367 New
FFA
104
Farther Finance Advisors
California
$27.4K +$25.8K +2,355 New
AB
105
Amalgamated Bank
New York
$19K – – –
BWL
106
Bogart Wealth LLC
Virginia
$18K -$114K -10,425 -87%
HI
107
Harbour Investments
Wisconsin
$17.4K – – –
SWP
108
Strategic Wealth Partners
Ohio
$15.7K – – –
NFSG
109
Newbridge Financial Services Group
Florida
$13.6K +$7.67K +700 +149%
TRCT
110
Tower Research Capital (TRC)
New York
$13.2K -$288K -26,275 -96%
FDCDDQ
111
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K – – –
PFBT
112
Parkside Financial Bank & Trust
Missouri
$10.2K +$9.59K +875 New
EWA
113
EverSource Wealth Advisors
Alabama
$9.3K +$592 +54 +7%
AAG
114
Armstrong Advisory Group
Massachusetts
$8.11K – – –
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$7K -$5.92K -540 -49%
FIA
116
FNY Investment Advisers
New York
$7K +$7.48K +682 New
AP
117
Aspect Partners
Virginia
$6.47K +$6.1K +556 New
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$6.01K – – –
WANY
119
Wealthspire Advisors (New York)
New York
$6K +$5.66K +516 New
SCM
120
Sterling Capital Management
North Carolina
$5.32K +$2.38K +217 +90%
KFP
121
Kerr Financial Planning
California
$4.58K +$5.48K +500 New
PS
122
Principal Securities
Iowa
$4.22K +$691 +63 +21%
TCM
123
TD Capital Management
Tennessee
$4.15K +$3.91K +357 New
NA
124
NewEdge Advisors
Louisiana
$3.9K +$822 +75 +29%
SWM
125
Spire Wealth Management
Virginia
$3.48K – – –
3 4
5
6 7

SERV Hedge Fund Activity: Q3 2025 in Review

149 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q3 2025, worth a combined $296M — up 22% from $243M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SERV positions and 23 closed out — a net gain of 17 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.9M. The largest seller was Uber, cutting an estimated $29.4M.

  • 149 institutional investors held Serve Robotics (SERV) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $296M of Serve Robotics stock for Q3 2025, up 22% quarter-over-quarter.
  • 40 funds opened new Serve Robotics positions in Q3 2025 and 23 closed out, a net change of +17 holders.
  • The largest Serve Robotics buyer in Q3 2025 was Citadel Advisors, an estimated $15.9M added.
  • The largest Serve Robotics seller in Q3 2025 was Uber, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2025.