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Serve Robotics

185 hedge funds and large institutions have $311M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

215% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 26

161% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

24% more funds holding

Funds holding: 149185 (+36)

22% more call options, than puts

Call options by funds: $48.5M | Put options by funds: $39.8M

5% more capital invested

Capital invested by funds: $296M → $311M (+$14.6M)

2.33% less ownership

Funds ownership: 42.47%40.15% (-2.3%)

Holders
185
Holders Change
+36
Holders Change %
+24.16%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
60
Increased
82
Reduced
26
Closed
23
Calls
$48.5M
Puts
$39.8M
Net Calls
+$8.73M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
126
Kestra Advisory Services
Texas
$39K +$45.1K +3,755 New
HI
127
Harbour Investments
Wisconsin
$38.8K +$26.9K +2,240 +149%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$36K +$34.6K +2,879 +514%
AF
129
Allworth Financial
California
$35.2K -$7.52K -626 -16%
EWA
130
EverSource Wealth Advisors
Alabama
$33.1K +$28.7K +2,392 +299%
QCG
131
Quadrant Capital Group
Ohio
$31.1K +$36K +3,000 New
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$29.8K -$61K -5,080 -64%
BL
133
BFSG LLC
California
$24.7K
AAP
134
Arax Advisory Partners
Colorado
$24.4K -$180 -15 -0.6%
BWL
135
Bogart Wealth LLC
Virginia
$22.8K +$7.81K +650 +42%
AB
136
Amalgamated Bank
New York
$20K +$4.36K +363 +23%
TRCT
137
Tower Research Capital (TRC)
New York
$19K +$8.31K +692 +61%
PFBT
138
Parkside Financial Bank & Trust
Missouri
$17.2K +$9.43K +785 +90%
ACM
139
Aster Capital Management
United Arab Emirates
$17K +$19.7K +1,642 New
MCM
140
MAI Capital Management
Ohio
$15.6K +$18K +1,500 New
PNC Financial Services Group
141
PNC Financial Services Group
Pennsylvania
$12.9K +$14.9K +1,239 New
FFA
142
Farther Finance Advisors
California
$12.5K -$13.8K -1,147 -49%
NEWAS
143
N.E.W. Advisory Services
Wisconsin
$12.4K +$12K +1,000 +510%
FDCDDQ
144
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K +$3.12K +260 +28%
CT
145
Clearstead Trust
Maine
$10.5K +$12.1K +1,007 New
GRP
146
Global Retirement Partners
California
$10.4K -$150K -12,500 -93%
TAM
147
Tucker Asset Management
Colorado
$8.57K +$9.92K +826 New
NA
148
NewEdge Advisors
Louisiana
$7.89K +$5.1K +425 +127%
LFG
149
Larson Financial Group
Missouri
$7.72K +$5.84K +486 +188%
SCM
150
Sterling Capital Management
North Carolina
$7.46K +$3.15K +262 +57%