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SERV

Serve Robotics

194 hedge funds and large institutions have $213M invested in Serve Robotics in 2026 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 75 increasing their positions, 34 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 34

61% more call options, than puts

Call options by funds: $58.3M | Put options by funds: $36.2M

4% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 51

0.52% more ownership

Funds ownership: 41.38%41.9% (+0.52%)

2% less funds holding

Funds holding: 197194 (-3)

20% less capital invested

Capital invested by funds: $265M → $213M (-$52.1M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
194
Holders Change
-3
Holders Change %
-1.52%
% of All Funds
2.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
53
Increased
75
Reduced
34
Closed
51
Calls
$58.3M
Puts
$36.2M
Net Calls
+$22.1M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
126
Concurrent Investment Advisors
Florida
$71.3K +$90.5K +10,843 New
IAA
127
Independent Advisor Alliance
North Carolina
$69.9K +$88.7K +10,624 New
ACS
128
Archford Capital Strategies
Illinois
$67.1K
VVP
129
Venture Visionary Partners
Ohio
$67.1K +$85.2K +10,200 New
Mercer Global Advisors
130
Mercer Global Advisors
Colorado
$66.1K +$83.9K +10,052 New
Wealth Enhancement Advisory Services
131
Wealth Enhancement Advisory Services
Minnesota
$60.9K +$85.9K +10,287 New
CIAM
132
Caitong International Asset Management
Hong Kong
$45.1K +$24.6K +2,944 +75%
AIP
133
Ameritas Investment Partners
Nebraska
$42.8K +$12K +1,436 +28%
NFSG
134
Newbridge Financial Services Group
Florida
$40.8K -$44.8K -5,370 -46%
BWL
135
Bogart Wealth LLC
Virginia
$34.2K +$33.3K +3,988 +329%
NEWAS
136
N.E.W. Advisory Services
Wisconsin
$32.9K -$1.64K -196 -4%
Fidelity Investments
137
Fidelity Investments
Massachusetts
$32.4K -$20.9K -2,504 -34%
S
138
SignatureFD
Georgia
$30.6K +$2.63K +315 +7%
AAP
139
Arax Advisory Partners
Colorado
$27.3K +$34.6K +4,143 New
HI
140
Harbour Investments
Wisconsin
$26.4K
FIA
141
FNY Investment Advisers
New York
$26K +$33.4K +4,000 New
AF
142
Allworth Financial
California
$25.9K +$5.75K +689 +21%
EWA
143
EverSource Wealth Advisors
Alabama
$19.8K -$19K -2,271 -43%
KBC Group
144
KBC Group
Belgium
$18K
BL
145
BFSG LLC
California
$15.6K
IWC
146
Integrated Wealth Concepts
Massachusetts
$14K +$17.7K +2,124 New
IA
147
IFP Advisors
Florida
$13.9K +$16.7K +2,000 +1,724%
SWM
148
Spire Wealth Management
Virginia
$12.6K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$12.3K +$3.67K +440 +31%
VWM
150
Vermillion Wealth Management
Minnesota
$9.87K +$12.5K +1,500 New

SERV Hedge Fund Activity: Q2 2026 in Review

194 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Serve Robotics (SERV) for Q2 2026, worth a combined $213M — down 20% from $265M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SERV positions and 51 closed out — a net gain of 2 holders — while 75 added to existing stakes and 34 trimmed.

The largest buyer was BlackRock, adding an estimated $9.94M. The largest seller was Uber, exiting entirely with an estimated $17.5M sold.

  • 194 institutional investors held Serve Robotics (SERV) as of Q2 2026, down from 197 in Q1 2026.
  • Funds reported $213M of Serve Robotics stock for Q2 2026, down 20% quarter-over-quarter.
  • 53 funds opened new Serve Robotics positions in Q2 2026 and 51 closed out, a net change of +2 holders.
  • The largest Serve Robotics buyer in Q2 2026 was BlackRock, an estimated $9.94M added.
  • The largest Serve Robotics seller in Q2 2026 was Uber, an estimated $17.5M sold.

Based on aggregated 13F filings for Q2 2026.