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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
ACS
126
Archford Capital Strategies
Illinois
$86.1K +$110K +10,200 New
Mirae Asset Global Investments
127
Mirae Asset Global Investments
South Korea
$85K +$8.2K +758 +8%
HighTower Advisors
128
HighTower Advisors
Illinois
$84.5K -$16.1K -1,492 -13%
SS
129
SBI Securities
Japan
$82.1K +$15.1K +1,400 +17%
EI
130
EFG International
$66.2K +$84.9K +7,849 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$62.7K -$14.7K -1,357 -15%
Nisa Investment Advisors
132
Nisa Investment Advisors
Missouri
$48.6K +$55.5K +5,133 +819%
EWA
133
EverSource Wealth Advisors
Alabama
$44.5K +$22.5K +2,082 +65%
NEWAS
134
N.E.W. Advisory Services
Wisconsin
$43.9K +$43.3K +4,000 +334%
AIP
135
Ameritas Investment Partners
Nebraska
$42.8K
AI
136
AdvisorShares Investments
Maryland
$40.7K -$56.9K -5,260 -52%
QT
137
Quantbot Technologies
New York
$37.9K -$164K -15,166 -77%
S
138
SignatureFD
Georgia
$36.6K +$44.3K +4,100 +1,775%
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$35.8K +$43.6K +4,031 +1,929%
HI
140
Harbour Investments
Wisconsin
$33.9K +$2.93K +271 +7%
CIAM
141
Caitong International Asset Management
Hong Kong
$33.1K -$529K -48,957 -93%
AF
142
Allworth Financial
California
$27.5K -$1.49K -138 -4%
QCG
143
Quadrant Capital Group
Ohio
$25.3K
KBC Group
144
KBC Group
Belgium
$23K +$29.3K +2,711 New
MCM
145
MAI Capital Management
Ohio
$21.3K +$11.1K +1,023 +68%
TWC
146
TD Waterhouse Canada
Ontario, Canada
$20.5K +$26.4K +2,440 New
BL
147
BFSG LLC
California
$20K
SWM
148
Spire Wealth Management
Virginia
$16.1K +$17.4K +1,610 +537%
PFBT
149
Parkside Financial Bank & Trust
Missouri
$14K
Rockefeller Capital Management
150
Rockefeller Capital Management
New York
$12.1K -$15.6K -1,440 -50%