SERV

Serve Robotics

147 hedge funds and large institutions have $296M invested in Serve Robotics in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$86.7M
Puts
$58.3M
Net Calls
Net Calls Change

Top Buyers

1 +$16.9M
2 +$15.5M
3 +$14M
4
First Trust Advisors
First Trust Advisors
Illinois
+$8.84M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.07M

Top Sellers

1 -$31.1M
2 -$5.22M
3 -$4.59M
4
UBS Group
UBS Group
Switzerland
-$2.26M
5
Millennium Management
Millennium Management
New York
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
126
Larson Financial Group
Missouri
$3K
TFGT
127
TS Financial Group (TSFG)
Illinois
$3K
CA
128
CoreCap Advisors
Michigan
$2.91K
S
129
SignatureFD
Georgia
$2.34K
AUB
130
Atlantic Union Bankshares
Virginia
$2.33K
NEWAS
131
N.E.W. Advisory Services
Wisconsin
$2.28K
TCM
132
Tradewinds Capital Management
Washington
$2.09K
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$1.75K
GSWM
134
Golden State Wealth Management
California
$1.68K
CWM
135
Crowley Wealth Management
Delaware
$1.4K
CSB
136
City State Bank
Iowa
$1.16K
SOS
137
Silver Oak Securities
Tennessee
$1.16K
AAS
138
Ameritas Advisory Services
Nebraska
$1.16K
AT
139
Arlington Trust
Alabama
$1.16K
SIC
140
SJS Investment Consulting
Ohio
$1.02K
RBC
141
Roble Belko & Company
Pennsylvania
$1K
RIL
142
Rothschild Investment LLC
Illinois
$930
GI
143
GAMMA Investing
California
$640
HI
144
Hoey Investments
Pennsylvania
$559
FFO
145
Fortitude Family Office
Arizona
$558
YAL
146
Your Advocates Ltd
Texas
$116
PA
147
Parallel Advisors
California
$105
Millennium Management
148
Millennium Management
New York
MCP
149
Militia Capital Partners
Nevada
SAM
150
Soviero Asset Management
New York