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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
RIL
176
Rothschild Investment LLC
Illinois
$1.1K +$312 +26 +33%
CSB
177
City State Bank
Iowa
$1.04K
OP
178
ORG Partners
Indiana
$830 +$961 +80 New
SFCL
179
Strengthening Families & Communities LLC
Massachusetts
$830 +$961 +80 New
SC
180
Swan Capital
Florida
$519 +$600 +50 New
HI
181
Hoey Investments
Pennsylvania
$499
SIC
182
SJS Investment Consulting
Ohio
$447 -$540 -45 -51%
GCS
183
Gordian Capital (Singapore)
Singapore
$165 +$36.1K +3,010 New
MA
184
Modus Advisors
Minnesota
$125 +$144 +12 New
YAL
185
Your Advocates Ltd
Texas
$104
PA
186
Parallel Advisors
California
$93
Wellington Management Group
187
Wellington Management Group
Massachusetts
-$2.92M -251,408 Closed
Tudor Investment Corp
188
Tudor Investment Corp
Connecticut
-$713K -61,348 Closed
JF
189
Jump Financial
Illinois
-$618K -53,100 Closed
PCM
190
Prelude Capital Management
New York
-$582K -50,016 Closed
XT
191
XTX Topco
Cayman Islands
-$578K -49,736 Closed
PWM
192
Prosperity Wealth Management
California
-$488K -42,000 Closed
GCP
193
GSA Capital Partners
United Kingdom
-$393K -33,784 Closed
CW
194
CreativeOne Wealth
Kansas
-$352K -30,289 Closed
CWR
195
Chico Wealth RIA
California
-$343K -29,473 Closed
QC
196
Quadrature Capital
United Kingdom
-$149K -12,847 Closed
IFG
197
Independent Financial Group
California
-$149K -12,833 Closed
BA
198
Bridgewater Associates
Connecticut
-$149K -12,779 Closed
SWP
199
Strategic Wealth Partners
Ohio
-$15.7K -1,347 Closed
AAG
200
Armstrong Advisory Group
Massachusetts
-$8.11K -697 Closed