SERV

Serve Robotics

195 hedge funds and large institutions have $263M invested in Serve Robotics in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 75 increasing their positions, 42 reducing their positions, and 30 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:

1.23% more ownership

Funds ownership: 39.82%41.05% (+1.2%)

15% less capital invested

Capital invested by funds: $308M → $263M (-$45.5M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
195
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
TFGT
176
TS Financial Group (TSFG)
Illinois
$1K
FFG
177
Forum Finance Group
$1K
IA
178
IFP Advisors
Florida
$979
HCM
179
Hollencrest Capital Management
California
$954
CSB
180
City State Bank
Iowa
$844
CIR
181
Clear Investment Research
Georgia
$844
SIS
182
Sound Income Strategies
Florida
$841
RFP
183
Root Financial Partners
California
$726
PA
184
Parallel Advisors
California
$675
GSEP
185
Golden State Equity Partners
California
$675
RIL
186
Rothschild Investment LLC
Illinois
$591
BFS
187
Bare Financial Services
Pennsylvania
$447
RWM
188
Rialto Wealth Management
New York
$439
HI
189
Hoey Investments
Pennsylvania
$406
SIC
190
SJS Investment Consulting
Ohio
$287
LFG
191
Larson Financial Group
Missouri
$211
LHEI
192
Leo H. Evart Inc
California
$169
PWPS
193
Pinnacle Wealth Planning Services
Ohio
$118
YAL
194
Your Advocates Ltd
Texas
$84
Point72 Asset Management
195
Point72 Asset Management
Connecticut
Walleye Trading
196
Walleye Trading
New York
DKCM
197
Davidson Kempner Capital Management
New York
VC
198
VarCov Co
Connecticut
MMEA
199
Main Management ETF Advisors
California
JAM
200
Jupiter Asset Management
United Kingdom