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
GWM
151
Geneos Wealth Management
Colorado
$5.33K
BOJHT
152
Bank of Jackson Hole Trust
Wyoming
$5.09K
CIBC Private Wealth Group
153
CIBC Private Wealth Group
Georgia
$4.64K
KFP
154
Kerr Financial Planning
California
$4.61K
GI
155
GAMMA Investing
California
$4.56K
IIM
156
IFC & Insurance Marketing
California
$4K
TCM
157
TD Capital Management
Tennessee
$3.71K
HC
158
Hurley Capital
New York
$3.44K
SWM
159
Spire Wealth Management
Virginia
$3.11K
Los Angeles Capital Management
160
Los Angeles Capital Management
California
$3.04K
SS
161
Sunbelt Securities
Texas
$2.96K
S
162
SignatureFD
Georgia
$2.4K
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2.17K
AUB
164
Atlantic Union Bankshares
Virginia
$2.08K
GWP
165
Gen-Wealth Partners
Michigan
$2.03K
FIA
166
FNY Investment Advisers
New York
$2K
TFGT
167
TS Financial Group (TSFG)
Illinois
$2K
RBC
168
Roble Belko & Company
Pennsylvania
$2K
AP
169
Aspect Partners
Virginia
$1.58K
NWS
170
Nvest Wealth Strategies
Ohio
$1.58K
HCM
171
Hollencrest Capital Management
California
$1.51K
GSWM
172
Golden State Wealth Management
California
$1.5K
SIS
173
Sound Income Strategies
Florida
$1.48K
US Bancorp
174
US Bancorp
Minnesota
$1.44K
RIL
175
Rothschild Investment LLC
Illinois
$1.1K