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
CIBC Private Wealth Group
151
CIBC Private Wealth Group
Georgia
$4.64K
KFP
152
Kerr Financial Planning
California
$4.61K
GI
153
GAMMA Investing
California
$4.56K
IIM
154
IFC & Insurance Marketing
California
$4K
TCM
155
TD Capital Management
Tennessee
$3.71K
HC
156
Hurley Capital
New York
$3.44K
SWM
157
Spire Wealth Management
Virginia
$3.11K
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$3.04K
SS
159
Sunbelt Securities
Texas
$2.96K
S
160
SignatureFD
Georgia
$2.4K
Northwestern Mutual Wealth Management
161
Northwestern Mutual Wealth Management
Wisconsin
$2.17K
AUB
162
Atlantic Union Bankshares
Virginia
$2.08K
GWP
163
Gen-Wealth Partners
Michigan
$2.03K
FIA
164
FNY Investment Advisers
New York
$2K
TFGT
165
TS Financial Group (TSFG)
Illinois
$2K
RBC
166
Roble Belko & Company
Pennsylvania
$2K
AP
167
Aspect Partners
Virginia
$1.58K
NWS
168
Nvest Wealth Strategies
Ohio
$1.58K
HCM
169
Hollencrest Capital Management
California
$1.51K
GSWM
170
Golden State Wealth Management
California
$1.5K
SIS
171
Sound Income Strategies
Florida
$1.48K
US Bancorp
172
US Bancorp
Minnesota
$1.44K
RIL
173
Rothschild Investment LLC
Illinois
$1.1K
CSB
174
City State Bank
Iowa
$1.04K
SFCL
175
Strengthening Families & Communities LLC
Massachusetts
$830