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Serve Robotics

197 hedge funds and large institutions have $265M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

21% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $29.9M

6% more funds holding

Funds holding: 185197 (+12)

1.22% more ownership

Funds ownership: 40.15%41.37% (+1.2%)

15% less capital invested

Capital invested by funds: $311M → $265M (-$45.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
+12
Holders Change %
+6.49%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
76
Reduced
42
Closed
29
Calls
$36.1M
Puts
$29.9M
Net Calls
+$6.16M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PF
101
Phoenix Financial
Israel
$143K
SRL
102
Scientech Research LLC
New Jersey
$143K -$401K -37,116 -69%
FIA
103
Foundations Investment Advisors
Arizona
$143K +$54.7K +5,062 +43%
PFSRSONJ
104
Police & Firemen's Retirement System of New Jersey
New Jersey
$142K
ASRS
105
Arizona State Retirement System
Arizona
$138K +$6.86K +634 +4%
WWM
106
Walser Wealth Management
Florida
$135K +$53.7K +4,962 +45%
IIM
107
INTECH Investment Management
Florida
$134K +$16.4K +1,520 +11%
ML
108
McAdam LLC
Pennsylvania
$133K -$13.4K -1,240 -7%
New York State Common Retirement Fund
109
New York State Common Retirement Fund
New York
$125K
Wealthfront Advisers
110
Wealthfront Advisers
California
$125K +$35.7K +3,302 +29%
VF
111
Virtu Financial
New York
$123K -$15.6K -1,443 -9%
VIA
112
Vanguard Investments Australia
Australia
$123K +$158K +14,565 New
SEI Investments
113
SEI Investments
Pennsylvania
$122K
VCWA
114
Vanguard Capital Wealth Advisors
Colorado
$121K +$155K +14,300 New
V
115
ViaWealth
Kansas
$115K +$148K +13,650 New
BCM
116
Bayesian Capital Management
New York
$104K +$133K +12,300 New
KK
117
KLP Kapitalforvaltning
Norway
$102K
PCA
118
Pallas Capital Advisors
Massachusetts
$101K +$130K +12,000 New
PCM
119
Polymer Capital Management
New York
$100K +$128K +11,871 New
NFSG
120
Newbridge Financial Services Group
Florida
$97.7K +$27K +2,500 +28%
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
$92.3K +$2.1K +194 +2%
Russell Investments Group
122
Russell Investments Group
United Kingdom
$91.9K +$42K +3,884 +55%
TRCT
123
Tower Research Capital (TRC)
New York
$90.5K +$96.2K +8,896 +486%
VOYA Investment Management
124
VOYA Investment Management
Georgia
$89.2K -$2.25K -208 -2%
SPC
125
Sigma Planning Corp
Michigan
$88.2K +$3.25K +300 +3%