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SERV

Serve Robotics

119 hedge funds and large institutions have $102M invested in Serve Robotics in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

86% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 29

25% more funds holding

Funds holding: 95119 (+24)

3.85% more ownership

Funds ownership: 26.96%30.81% (+3.9%)

0% less call options, than puts

Call options by funds: $12.9M | Put options by funds: $13M

37% less capital invested

Capital invested by funds: $162M → $102M (-$60M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
119
Holders Change
+24
Holders Change %
+25.26%
% of All Funds
1.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
41
Reduced
14
Closed
29
Calls
$12.9M
Puts
$13M
Net Calls
-$50K
Net Calls Change
-$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
126
Oppenheimer & Co
New York
-$280K -20,777 Closed
EGM
127
Engineers Gate Manager
New York
-$253K -18,761 Closed
CC
128
Corton Capital
Ontario, Canada
-$236K -17,466 Closed
PWM
129
Prosperity Wealth Management
California
-$232K -17,200 Closed
CMI
130
Clare Market Investments
Texas
-$205K -15,200 Closed
PCM
131
Prelude Capital Management
New York
-$176K -13,000 Closed
SRL
132
Scientech Research LLC
New Jersey
-$156K -11,574 Closed
CW
133
CreativeOne Wealth
Kansas
-$156K -11,567 Closed
OWMIAS
134
One Wealth Management Investment & Advisory Services
Florida
-$154K -11,380 Closed
SI
135
Stephens Inc
Arkansas
-$142K -10,550 Closed
Belvedere Trading
136
Belvedere Trading
Illinois
-$129K -9,590 Closed
SG Americas Securities
137
SG Americas Securities
New York
-$114K -8,450 Closed
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
-$42.2K -2,513 Closed
BTI
139
Blue Trust Inc
Georgia
-$27K -2,000 Closed
Fidelity Investments
140
Fidelity Investments
Massachusetts
-$15.5K -1,150 Closed
TC
141
Truvestments Capital
Florida
-$15.2K -1,128 Closed
TAM
142
Tucker Asset Management
Colorado
-$11.2K -826 Closed
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
-$7.42K -550 Closed
CFGS
144
Concourse Financial Group Securities
Alabama
-$5.82K -325 Closed
CAWM
145
Capital A Wealth Management
Pennsylvania
-$2.9K -215 Closed
AWM
146
Avior Wealth Management
Nebraska
-$2.66K -197 Closed
SFGP
147
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$1.35K -100 Closed

SERV Hedge Fund Activity: Q1 2025 in Review

119 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q1 2025, worth a combined $102M — down 37% from $162M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new SERV positions and 29 closed out — a net gain of 25 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Vanguard Group, adding an estimated $11.3M. The largest seller was Yong Rong (HK) Asset Management, exiting entirely with an estimated $9.5M sold.

  • 119 institutional investors held Serve Robotics (SERV) as of Q1 2025, up from 95 in Q4 2024.
  • Funds reported $102M of Serve Robotics stock for Q1 2025, down 37% quarter-over-quarter.
  • 54 funds opened new Serve Robotics positions in Q1 2025 and 29 closed out, a net change of +25 holders.
  • The largest Serve Robotics buyer in Q1 2025 was Vanguard Group, an estimated $11.3M added.
  • The largest Serve Robotics seller in Q1 2025 was Yong Rong (HK) Asset Management, an estimated $9.5M sold.

Based on aggregated 13F filings for Q1 2025.