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Serve Robotics

197 hedge funds and large institutions have $265M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 76 increasing their positions, 42 reducing their positions, and 29 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 call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

1.22% more ownership

Funds ownership: 40.15%41.37% (+1.2%)

15% less capital invested

Capital invested by funds: $311M → $265M (-$45.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
197
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$36.1M
Puts
$29.9M
Net Calls
Net Calls Change

Top Buyers

1 +$8.5M
2 +$3.78M
3 +$3.11M
4
Legal & General Group
Legal & General Group
United Kingdom
+$2.9M
5
Morgan Stanley
Morgan Stanley
New York
+$2.77M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
151
Westfuller Advisors
New York
$12K
DJSG
152
D.J. St. Germain
Massachusetts
$10.8K
NA
153
NewEdge Advisors
Louisiana
$10.4K
FFA
154
Farther Finance Advisors
California
$10.3K
BNP Paribas Asset Management
155
BNP Paribas Asset Management
France
$10.3K
BWL
156
Bogart Wealth LLC
Virginia
$10.2K
CT
157
Clearstead Trust
Maine
$8.5K
FDCDDQ
158
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.23K
SSG
159
Summit Securities Group
New York
$6.63K
BOJHT
160
Bank of Jackson Hole Trust
Wyoming
$6.14K
Carson Wealth (CWM LLC)
161
Carson Wealth (CWM LLC)
Nebraska
$5.68K
SCM
162
Sterling Capital Management
North Carolina
$5.39K
GI
163
GAMMA Investing
California
$5.2K
GWM
164
Geneos Wealth Management
Colorado
$4.33K
TCM
165
TD Capital Management
Tennessee
$3.01K
HC
166
Hurley Capital
New York
$2.79K
US Bancorp
167
US Bancorp
Minnesota
$2.47K
SS
168
Sunbelt Securities
Texas
$2.4K
MIM
169
Marshall Investment Management
Colorado
$2.3K
RBC
170
Roble Belko & Company
Pennsylvania
$2K
Los Angeles Capital Management
171
Los Angeles Capital Management
California
$1.97K
CW
172
CrossGen Wealth
North Carolina
$1.76K
AUB
173
Atlantic Union Bankshares
Virginia
$1.69K
GWP
174
Gen-Wealth Partners
Michigan
$1.65K
AP
175
Aspect Partners
Virginia
$1.63K