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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

81% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 42

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

21% more call options, than puts

Call options by funds: $36.1M | Put options by funds: $29.9M

6% more funds holding

Funds holding: 185197 (+12)

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
+12
Holders Change %
+6.49%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
46
Increased
76
Reduced
42
Closed
29
Calls
$36.1M
Puts
$29.9M
Net Calls
+$6.16M
Net Calls Change
-$2.58M
Name Holding Trade Value Shares
Change
Change in
Stake
KG
176
Kilter Group
New York
$1.3K +$1.67K +154 New
GSWM
177
Golden State Wealth Management
California
$1.22K
TFGT
178
TS Financial Group (TSFG)
Illinois
$1K
FFG
179
Forum Finance Group
$1K +$865 +80 New
IA
180
IFP Advisors
Florida
$979 -$321K -29,693 -100%
HCM
181
Hollencrest Capital Management
California
$954 -$357 -33 -23%
CSB
182
City State Bank
Iowa
$844
CIR
183
Clear Investment Research
Georgia
$844 +$1.08K +100 New
SIS
184
Sound Income Strategies
Florida
$841
RFP
185
Root Financial Partners
California
$726 +$930 +86 New
PA
186
Parallel Advisors
California
$675 +$768 +71 +789%
GSEP
187
Golden State Equity Partners
California
$675 +$865 +80 New
RIL
188
Rothschild Investment LLC
Illinois
$591 -$389 -36 -34%
BFS
189
Bare Financial Services
Pennsylvania
$447 +$573 +53 New
RWM
190
Rialto Wealth Management
New York
$439 +$562 +52 New
HI
191
Hoey Investments
Pennsylvania
$406
SIC
192
SJS Investment Consulting
Ohio
$287 -$97 -9 -21%
LFG
193
Larson Financial Group
Missouri
$211 -$7.78K -719 -97%
LHEI
194
Leo H. Evart Inc
California
$169 +$216 +20 New
PWPS
195
Pinnacle Wealth Planning Services
Ohio
$118 +$151 +14 New
YAL
196
Your Advocates Ltd
Texas
$84
Point72 Asset Management
197
Point72 Asset Management
Connecticut
-$2.75M -264,477 Closed
Walleye Trading
198
Walleye Trading
New York
-$2.3M -213,003 Closed
DKCM
199
Davidson Kempner Capital Management
New York
-$2.08M -200,000 Closed
VC
200
VarCov Co
Connecticut
-$1.75M -168,672 Closed