SERV

Serve Robotics

182 hedge funds and large institutions have $306M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

22% more call options, than puts

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

4% more capital invested

Capital invested by funds: $296M → $306M (+$10.5M)

2.86% less ownership

Funds ownership: 42.45%39.59% (-2.9%)

Holders
182
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.5M
Puts
$39.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$35.2K
EWA
127
EverSource Wealth Advisors
Alabama
$33.1K
QCG
128
Quadrant Capital Group
Ohio
$31.1K
Rockefeller Capital Management
129
Rockefeller Capital Management
New York
$29.8K
BL
130
BFSG LLC
California
$24.7K
AAP
131
Arax Advisory Partners
Colorado
$24.4K
BWL
132
Bogart Wealth LLC
Virginia
$22.8K
AB
133
Amalgamated Bank
New York
$20K
TRCT
134
Tower Research Capital (TRC)
New York
$19K
PFBT
135
Parkside Financial Bank & Trust
Missouri
$17.2K
ACM
136
Aster Capital Management
United Arab Emirates
$17K
MCM
137
MAI Capital Management
Ohio
$15.6K
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$12.9K
FFA
139
Farther Finance Advisors
California
$12.5K
NEWAS
140
N.E.W. Advisory Services
Wisconsin
$12.4K
FDCDDQ
141
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K
CT
142
Clearstead Trust
Maine
$10.5K
GRP
143
Global Retirement Partners
California
$10.4K
TAM
144
Tucker Asset Management
Colorado
$8.57K
NA
145
NewEdge Advisors
Louisiana
$7.89K
LFG
146
Larson Financial Group
Missouri
$7.72K
SCM
147
Sterling Capital Management
North Carolina
$7.46K
Nisa Investment Advisors
148
Nisa Investment Advisors
Missouri
$6.51K
GWM
149
Geneos Wealth Management
Colorado
$5.33K
BOJHT
150
Bank of Jackson Hole Trust
Wyoming
$5.09K