Serve Robotics is a industrial - machinery company in the industrials sector on NASDAQ, led by Brian Read, with a market cap of $968.3M. As of Q3 2025, 41% of shares are held by 146 institutional investors, with BlackRock, Inc. as the largest holder at 6.01%.
Overview of institutional ownership in SERV as of Q3 2025 with a market cap of $716.1M
Based on market cap of $716.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Institutions with the largest positions in SERV as of Q3 2025
| Institution | Position Value |
|---|---|
B BlackRock, Inc. Institution | $43.0M 0.00% of portfolio |
VANGUARD GROUP INC Institution | $30.2M 0.00% of portfolio |
Uber Technologies, Inc Institution | $24.1M 0.44% of portfolio |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $19.0M 0.03% of portfolio |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $18.5M 0.02% of portfolio |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | $13.1M 0.00% of portfolio |
E EXCHANGE TRADED CONCEPTS, LLC Institution | $12.9M 0.13% of portfolio |
STATE STREET CORP Institution | $11.2M 0.00% of portfolio |
FIRST TRUST ADVISORS LP ETF Provider | $8.8M 0.01% of portfolio |
L LEGAL & GENERAL GROUP PLC Institution | $8.8M 0.00% of portfolio |
Institutional buying and selling activity for SERV in Q3 2025
| Institution | Net Bought |
|---|---|
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | +$16.9M +1.5M shares |
B BlackRock, Inc. Institution | +$15.5M +1.3M shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$14.0M +1.2M shares |
VANGUARD GROUP INC Institution | +$6.1M +521.9K shares |
N Nuveen, LLC Institution | +$3.5M +299.3K shares |
STATE STREET CORP Institution | +$3.3M +281.0K shares |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager | +$3.1M +270.6K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$2.9M +250.9K shares |
N NATIONAL BANK OF CANADA /FI/ Institution | +$2.1M +182.0K shares |
COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$1.8M +157.9K shares |
| Institution | Net Sold |
|---|---|
Uber Technologies, Inc Institution | −$31.1M −2.7M shares |
GOLDMAN SACHS GROUP INC Institution | −$5.2M −449.0K shares |
MORGAN STANLEY RIA/Wealth | −$4.6M −394.5K shares |
UBS Group AG Institution | −$2.3M −194.3K shares |
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | −$1.5M −130.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$1.0M −89.2K shares |
Militia Capital Partners, LP Hedge Fund•Long/Short | −$923.6K −80.7K shares |
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro | −$812.7K −69.9K shares |
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy | −$779.1K −67.0K shares |
OPPENHEIMER & CO INC RIA/Wealth | −$502.1K −43.2K shares |
Institutions that initiated new positions or completely exited SERV in Q3 2025
| Institution | Position Value |
|---|---|
FIRST TRUST ADVISORS LP ETF Provider | $8.8M 760.1K shares |
D D. E. Shaw & Co., Inc. Institution | $4.6M 392.4K shares |
WELLINGTON MANAGEMENT CO LLP Long Only Manager | $2.9M 251.4K shares |
CWM Advisors, LLC ETF Provider | $463.2K 39.8K shares |
H Himension Fund Institution | $462.1K 39.7K shares |
C Chico Wealth RIA Institution | $342.8K 29.5K shares |
ALLIANCEBERNSTEIN L.P. Long Only Manager | $245.4K 21.1K shares |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $234.9K 20.2K shares |
WHITE PINE CAPITAL LLC RIA/Wealth | $198.8K 17.1K shares |
S SEI INVESTMENTS CO Institution | $162.7K 14.0K shares |
| Institution | Previous Position |
|---|---|
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $1.5M 130.2K shares |
Militia Capital Partners, LP Hedge Fund•Long/Short | $923.6K 80.7K shares |
S Soviero Asset Management, LP Hedge Fund•Long/Short | $400.4K 35.0K shares |
Bulltick Wealth Management, LLC RIA/Wealth | $354.6K 31.0K shares |
Caption Management, LLC Hedge Fund•Long/Short | $236.8K 20.7K shares |
E Entropy Technologies, LP Hedge Fund•Quant Macro | $195.6K 17.1K shares |
Atomi Financial Group, Inc. RIA/Wealth | $177.0K 15.5K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $171.3K 15.0K shares |
Atom Investors LP Hedge Fund•Market Neutral | $170.2K 14.9K shares |
ING INVESTMENT MANAGEMENT LLC Insurance Manager | $147.4K 12.9K shares |
Institutions with the largest Call and Put options positions in SERV as of Q3 2025
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $21.9M 18.8K contracts |
J JANE STREET GROUP, LLC Institution | $15.2M 13.1K contracts |
B BlueCrest Capital Management Ltd Institution | $13.8M 11.9K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $10.9M 9.4K contracts |
W WOLVERINE TRADING, LLC Institution | $4.2M 3.6K contracts |
P PEAK6 LLC Institution | $3.0M 2.6K contracts |
Walleye Trading LLC RIA/Wealth | $1.5M 1.3K contracts |
T TORNO CAPITAL, LLC Institution | $404.7K 348.0 contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $155.8K 134.0 contracts |
C CANTOR FITZGERALD, L. P. Institution | - - contracts |
| Institution | Position Value |
|---|---|
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $23.1M 19.9K contracts |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $7.7M 6.6K contracts |
J JANE STREET GROUP, LLC Institution | $7.7M 6.6K contracts |
Walleye Trading LLC RIA/Wealth | $3.0M 2.6K contracts |
W WOLVERINE TRADING, LLC Institution | $2.8M 2.4K contracts |
OZ MANAGEMENT LP Hedge Fund•Multi-Strategy | $1.1M 921.0 contracts |
P PEAK6 LLC Institution | $594.3K 511.0 contracts |
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy | $191.9K 165.0 contracts |
Crawford Fund Management, LLC Hedge Fund•Long/Short | $174.5K 150.0 contracts |
S Squarepoint Ops LLC Hedge Fund•Quant | - - contracts |
Institutions with SERV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Uber Technologies, Inc Institution | 0.44% $24.1M |
C Chico Wealth RIA Institution | 0.23% $342.8K |
P Prosperity Wealth Management, Inc. RIA/Wealth | 0.17% $488.5K |
Harbour Capital Advisors, LLC Family Office | 0.13% $648.0K |
E EXCHANGE TRADED CONCEPTS, LLC Institution | 0.13% $12.9M |
H Headlands Technologies LLC Institution | 0.11% $1.3M |
G GROUP ONE TRADING, L.P. Institution | 0.09% $3.0M |
Main Management ETF Advisors, LLC Institution | 0.07% $1.9M |
0.07% $98.1K | |
Next Capital Management LLC RIA/Wealth | 0.06% $191.0K |
Discover hedge funds investing in SERV

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $680.4M | 1.10% | |
ETF ETF | $582.6M | 0.94% | |
ETF ETF | $489.6M | 0.79% |
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