SERV

Serve Robotics

184 hedge funds and large institutions have $308M invested in Serve Robotics in 2025 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 82 increasing their positions, 26 reducing their positions, and 21 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 → $308M (+$12.2M)

2.63% less ownership

Funds ownership: 42.45%39.82% (-2.6%)

Holders
184
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
HI
126
Harbour Investments
Wisconsin
$38.8K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$36K
AF
128
Allworth Financial
California
$35.2K
EWA
129
EverSource Wealth Advisors
Alabama
$33.1K
QCG
130
Quadrant Capital Group
Ohio
$31.1K
Rockefeller Capital Management
131
Rockefeller Capital Management
New York
$29.8K
BL
132
BFSG LLC
California
$24.7K
AAP
133
Arax Advisory Partners
Colorado
$24.4K
BWL
134
Bogart Wealth LLC
Virginia
$22.8K
AB
135
Amalgamated Bank
New York
$20K
TRCT
136
Tower Research Capital (TRC)
New York
$19K
PFBT
137
Parkside Financial Bank & Trust
Missouri
$17.2K
ACM
138
Aster Capital Management
United Arab Emirates
$17K
MCM
139
MAI Capital Management
Ohio
$15.6K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$12.9K
FFA
141
Farther Finance Advisors
California
$12.5K
NEWAS
142
N.E.W. Advisory Services
Wisconsin
$12.4K
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.2K
CT
144
Clearstead Trust
Maine
$10.5K
GRP
145
Global Retirement Partners
California
$10.4K
TAM
146
Tucker Asset Management
Colorado
$8.57K
NA
147
NewEdge Advisors
Louisiana
$7.89K
LFG
148
Larson Financial Group
Missouri
$7.72K
SCM
149
Sterling Capital Management
North Carolina
$7.46K
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$6.51K