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Serve Robotics

185 hedge funds and large institutions have $311M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more funds holding

Funds holding: 149185 (+36)

22% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $39.8M

5% more capital invested

Capital invested by funds: $296M → $311M (+$14.6M)

2.33% less ownership

Funds ownership: 42.47%40.15% (-2.3%)

Holders
185
Holders Change
+36
Holders Change %
+24.16%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
60
Increased
82
Reduced
26
Closed
23
Calls
$48.5M
Puts
$39.8M
Net Calls
+$8.73M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
101
New York State Common Retirement Fund
New York
$154K
SEI Investments
102
SEI Investments
Pennsylvania
$150K +$5.78K +481 +3%
IIM
103
INTECH Investment Management
Florida
$150K -$47.6K -3,967 -22%
Balyasny Asset Management
104
Balyasny Asset Management
Illinois
$149K +$4.2K +350 +2%
BNP Paribas Financial Markets
105
BNP Paribas Financial Markets
France
$138K +$47.9K +3,985 +43%
KK
106
KLP Kapitalforvaltning
Norway
$126K +$145K +12,100 New
A
107
AlphaQuest
New York
$125K +$145K +12,063 New
FIA
108
Foundations Investment Advisors
Arizona
$123K +$143K +11,868 New
HighTower Advisors
109
HighTower Advisors
Illinois
$119K +$138K +11,508 New
Wealthfront Advisers
110
Wealthfront Advisers
California
$119K +$2.99K +249 +2%
ProShare Advisors
111
ProShare Advisors
Maryland
$119K +$137K +11,423 New
WWM
112
Walser Wealth Management
Florida
$115K +$133K +11,050 New
VOYA Investment Management
113
VOYA Investment Management
Georgia
$112K +$129K +10,772 New
Cetera Investment Advisers
114
Cetera Investment Advisers
Illinois
$111K -$5.87K -489 -4%
Stifel Financial
115
Stifel Financial
Missouri
$111K +$128K +10,685 New
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$106K +$123K +10,259 New
SPC
117
Sigma Planning Corp
Michigan
$105K +$122K +10,146 New
AI
118
AdvisorShares Investments
Maryland
$105K +$121K +10,082 New
SIS
119
Strategic Investment Solutions
Illinois
$96.8K
Mirae Asset Global Investments
120
Mirae Asset Global Investments
South Korea
$96.6K +$9.23K +769 +9%
NFSG
121
Newbridge Financial Services Group
Florida
$94.1K +$94.9K +7,900 +675%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$91.2K +$55.5K +4,619 +111%
SS
123
SBI Securities
Japan
$86.5K +$49.4K +4,114 +98%
Russell Investments Group
124
Russell Investments Group
United Kingdom
$72.7K +$23.1K +1,927 +38%
AIP
125
Ameritas Investment Partners
Nebraska
$52.7K +$13.9K +1,159 +30%