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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
KG
176
Kilter Group
New York
$1.3K
GSWM
177
Golden State Wealth Management
California
$1.22K
TFGT
178
TS Financial Group (TSFG)
Illinois
$1K
FFG
179
Forum Finance Group
$1K
IA
180
IFP Advisors
Florida
$979
HCM
181
Hollencrest Capital Management
California
$954
CSB
182
City State Bank
Iowa
$844
CIR
183
Clear Investment Research
Georgia
$844
SIS
184
Sound Income Strategies
Florida
$841
RFP
185
Root Financial Partners
California
$726
PA
186
Parallel Advisors
California
$675
GSEP
187
Golden State Equity Partners
California
$675
RIL
188
Rothschild Investment LLC
Illinois
$591
BFS
189
Bare Financial Services
Pennsylvania
$447
RWM
190
Rialto Wealth Management
New York
$439
HI
191
Hoey Investments
Pennsylvania
$406
SIC
192
SJS Investment Consulting
Ohio
$287
LFG
193
Larson Financial Group
Missouri
$211
LHEI
194
Leo H. Evart Inc
California
$169
PWPS
195
Pinnacle Wealth Planning Services
Ohio
$118
YAL
196
Your Advocates Ltd
Texas
$84
Point72 Asset Management
197
Point72 Asset Management
Connecticut
Walleye Trading
198
Walleye Trading
New York
DKCM
199
Davidson Kempner Capital Management
New York
VC
200
VarCov Co
Connecticut