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SERV

Serve Robotics
SERV

149 hedge funds and large institutions have $296M invested in Serve Robotics in 2025 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 24

74% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 23

49% more call options, than puts

Call options by funds: $86.7M | Put options by funds: $58.3M

22% more capital invested

Capital invested by funds: $243M → $296M (+$53.4M)

13% more funds holding

Funds holding: 132 → 149 (+17)

5.16% more ownership

Funds ownership: 37.31% → 42.47% (+5.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
149
Holders Change
+17
Holders Change %
+12.88%
% of All Funds
1.96%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
40
Increased
64
Reduced
24
Closed
23
Calls
$86.7M
Puts
$58.3M
Net Calls
+$28.4M
Net Calls Change
+$20.8M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$15.9M
2
BlackRock
BlackRock
New York
+$14.6M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.2M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.33M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$5.72M

Top Sellers

Rank Fund Capital Flow
1
U
Uber
California
-$29.4M
2
Goldman Sachs
Goldman Sachs
New York
-$4.92M
3
Morgan Stanley
Morgan Stanley
New York
-$4.33M
4
UBS Group
UBS Group
Switzerland
-$2.13M
5
Millennium Management
Millennium Management
New York
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
126
US Bancorp
Minnesota
$3.41K +$1.69K +154 +111%
SS
127
Sunbelt Securities
Texas
$3.31K +$3.13K +285 New
LFG
128
Larson Financial Group
Missouri
$3K -$30.1K -2,742 -91%
TFGT
129
TS Financial Group (TSFG)
Illinois
$3K – – –
CA
130
CoreCap Advisors
Michigan
$2.91K -$3.07K -280 -53%
S
131
SignatureFD
Georgia
$2.34K – – –
AUB
132
Atlantic Union Bankshares
Virginia
$2.33K +$2.19K +200 New
NEWAS
133
N.E.W. Advisory Services
Wisconsin
$2.28K – – –
TCM
134
Tradewinds Capital Management
Washington
$2.09K – – –
Northwestern Mutual Wealth Management
135
Northwestern Mutual Wealth Management
Wisconsin
$1.75K +$1.65K +150 New
GSWM
136
Golden State Wealth Management
California
$1.68K +$1.58K +144 New
CWM
137
Crowley Wealth Management
Delaware
$1.4K +$1.32K +120 New
CSB
138
City State Bank
Iowa
$1.16K – – –
AAS
139
Ameritas Advisory Services
Nebraska
$1.16K +$1.1K +100 New
AT
140
Arlington Trust
Alabama
$1.16K +$1.1K +100 New
SOS
141
Silver Oak Securities
Tennessee
$1.16K +$1.1K +100 New
SIC
142
SJS Investment Consulting
Ohio
$1.02K – – –
RBC
143
Roble Belko & Company
Pennsylvania
$1K +$482 +44 +66%
RIL
144
Rothschild Investment LLC
Illinois
$930 +$877 +80 New
GI
145
GAMMA Investing
California
$640 +$603 +55 New
HI
146
Hoey Investments
Pennsylvania
$559 – – –
FFO
147
Fortitude Family Office
Arizona
$558 +$526 +48 New
YAL
148
Your Advocates Ltd
Texas
$116 – – –
PA
149
Parallel Advisors
California
$105 – – –
Millennium Management
150
Millennium Management
New York
– -$1.49M -130,194 Closed
3 4 5
6
7

SERV Hedge Fund Activity: Q3 2025 in Review

149 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q3 2025, worth a combined $296M — up 22% from $243M a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new SERV positions and 23 closed out — a net gain of 17 holders — while 64 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $15.9M. The largest seller was Uber, cutting an estimated $29.4M.

  • 149 institutional investors held Serve Robotics (SERV) as of Q3 2025, up from 132 in Q2 2025.
  • Funds reported $296M of Serve Robotics stock for Q3 2025, up 22% quarter-over-quarter.
  • 40 funds opened new Serve Robotics positions in Q3 2025 and 23 closed out, a net change of +17 holders.
  • The largest Serve Robotics buyer in Q3 2025 was Citadel Advisors, an estimated $15.9M added.
  • The largest Serve Robotics seller in Q3 2025 was Uber, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2025.