SERV

Serve Robotics

147 hedge funds and large institutions have $296M invested in Serve Robotics in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
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
$86.7M
Puts
$58.3M
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$15.5M
3 +$14M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.84M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.07M

Top Sellers

1 -$31.1M
2 -$5.22M
3 -$4.59M
4
UBS Group
UBS Group
Switzerland
-$2.26M
5
Millennium Management
Millennium Management
New York
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
101
BFSG LLC
California
$27.6K
AAP
102
Arax Advisory Partners
Colorado
$27.5K
FFA
103
Farther Finance Advisors
California
$27.4K
AB
104
Amalgamated Bank
New York
$19K
BWL
105
Bogart Wealth LLC
Virginia
$18K
HI
106
Harbour Investments
Wisconsin
$17.4K
SWP
107
Strategic Wealth Partners
Ohio
$15.7K
NFSG
108
Newbridge Financial Services Group
Florida
$13.6K
TRCT
109
Tower Research Capital (TRC)
New York
$13.2K
FDCDDQ
110
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.6K
PFBT
111
Parkside Financial Bank & Trust
Missouri
$10.2K
EWA
112
EverSource Wealth Advisors
Alabama
$9.3K
AAG
113
Armstrong Advisory Group
Massachusetts
$8.11K
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$7K
AP
115
Aspect Partners
Virginia
$6.47K
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$6.01K
WANY
117
Wealthspire Advisors (New York)
New York
$6K
SCM
118
Sterling Capital Management
North Carolina
$5.32K
KFPC
119
KERR FINANCIAL PLANNING Corp
California
$4.58K
PS
120
Principal Securities
Iowa
$4.22K
TCM
121
TD Capital Management
Tennessee
$4.15K
NA
122
NewEdge Advisors
Louisiana
$3.9K
SWM
123
Spire Wealth Management
Virginia
$3.48K
US Bancorp
124
US Bancorp
Minnesota
$3.41K
SS
125
Sunbelt Securities
Texas
$3.31K