We are live on ! Find out more
SERV

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
Nisa Investment Advisors
151
Nisa Investment Advisors
Missouri
$6.51K +$1.32K +110 +21%
GWM
152
Geneos Wealth Management
Colorado
$5.33K +$6.16K +513 New
BOJHT
153
Bank of Jackson Hole Trust
Wyoming
$5.09K +$5.88K +490 New
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$4.64K +$5.37K +447 New
KFP
155
Kerr Financial Planning
California
$4.61K
GI
156
GAMMA Investing
California
$4.56K +$4.61K +384 +698%
IIM
157
IFC & Insurance Marketing
California
$4K +$4.2K +350 New
TCM
158
TD Capital Management
Tennessee
$3.71K
HC
159
Hurley Capital
New York
$3.44K +$3.98K +331 New
SWM
160
Spire Wealth Management
Virginia
$3.11K
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$3.04K +$2.8K +233 New
SS
162
Sunbelt Securities
Texas
$2.96K
S
163
SignatureFD
Georgia
$2.4K +$360 +30 +15%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$2.17K +$709 +59 +39%
AUB
165
Atlantic Union Bankshares
Virginia
$2.08K
GWP
166
Gen-Wealth Partners
Michigan
$2.03K +$2.35K +196 New
FIA
167
FNY Investment Advisers
New York
$2K -$5.79K -482 -71%
TFGT
168
TS Financial Group (TSFG)
Illinois
$2K -$1.27K -106 -38%
RBC
169
Roble Belko & Company
Pennsylvania
$2K +$973 +81 +73%
AP
170
Aspect Partners
Virginia
$1.58K -$4.85K -404 -73%
NWS
171
Nvest Wealth Strategies
Ohio
$1.58K +$1.82K +152 New
HCM
172
Hollencrest Capital Management
California
$1.51K +$1.75K +146 New
GSWM
173
Golden State Wealth Management
California
$1.5K
SIS
174
Sound Income Strategies
Florida
$1.48K +$1.2K +100 New
US Bancorp
175
US Bancorp
Minnesota
$1.44K -$1.85K -154 -53%