Serve Robotics logo

Serve Robotics

SERVNASDAQ

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%.

Chief Financial OfficerBrian Read
Market Cap$968.3M
Industrial - Machinery
Industrials
Employees67.0
Country
United States of America

Overview

Overview of institutional ownership in SERV as of Q3 2025 with a market cap of $716.1M

All Institutions

Institutions
146
Value Held
$295.8M
Shares Held
25.4M
Avg Position
$2.0M
Median Position
$198.3K

Hedge Funds

Hedge Funds
10
Value Held
$29.7M
Shares Held
2.6M
Avg Position
$3.0M
Median Position
$892.3K

Ownership Breakdown

Institutional (non-HF): 37.17%Institutional (non-HF)Hedge Funds: 4.14%Retail & Other: 58.69%Retail & Other
Institutional (non-HF)
37.17%
$266.2M
Hedge Funds
4.14%
$29.7M
Retail & Other
58.69%
$420.3M

Based on market cap of $716.1M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in SERV as of Q3 2025

InstitutionPosition Value
B
BlackRock, Inc.
Institution
$43.0M
0.00% of portfolio
$30.2M
0.00% of portfolio
$24.1M
0.44% of portfolio
$19.0M
0.03% of portfolio
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$18.5M
0.02% of portfolio
$13.1M
0.00% of portfolio
$12.9M
0.13% of portfolio
$11.2M
0.00% of portfolio
$8.8M
0.01% of portfolio
$8.8M
0.00% of portfolio

Net Capital Flow

Institutional buying and selling activity for SERV in Q3 2025

Net Flow
+$28.0M
Buyers
66
Sellers
47
Total Bought
+$81.7M
Total Sold
$53.6M
Avg Position
$2.1M

Biggest Buyers

InstitutionNet Bought
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
+$16.9M
+1.5M shares
B
BlackRock, Inc.
Institution
+$15.5M
+1.3M shares
+$14.0M
+1.2M shares
+$6.1M
+521.9K shares
N
Nuveen, LLC
Institution
+$3.5M
+299.3K shares
+$3.3M
+281.0K shares
+$3.1M
+270.6K shares
+$2.9M
+250.9K shares
+$2.1M
+182.0K shares
+$1.8M
+157.9K shares

Biggest Sellers

InstitutionNet Sold
$31.1M
2.7M shares
$5.2M
449.0K shares
MORGAN STANLEY logo
MORGAN STANLEY
RIA/Wealth
$4.6M
394.5K shares
UBS Group AG logo
UBS Group AG
Institution
$2.3M
194.3K shares
MILLENNIUM MANAGEMENT LLC logo
MILLENNIUM MANAGEMENT LLC
Hedge FundMulti-Strategy
$1.5M
130.2K shares
TWO SIGMA INVESTMENTS LLC logo
TWO SIGMA INVESTMENTS LLC
Hedge FundMulti-Strategy
$1.0M
89.2K shares
Militia Capital Partners, LP logo
Militia Capital Partners, LP
Hedge FundLong/Short
$923.6K
80.7K shares
CAPITAL FUND MANAGEMENT S.A. logo
CAPITAL FUND MANAGEMENT S.A.
Hedge FundQuant Macro
$812.7K
69.9K shares
TUDOR INVESTMENT CORP ET AL logo
TUDOR INVESTMENT CORP ET AL
Hedge FundMulti-Strategy
$779.1K
67.0K shares
$502.1K
43.2K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited SERV in Q3 2025

New Positions
32
New Value
$19.2M
Exited Positions
23
Exited Value
$5.1M

New Positions

InstitutionPosition Value
$8.8M
760.1K shares
$4.6M
392.4K shares
$2.9M
251.4K shares
CWM Advisors, LLC logo
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. logo
ALLIANCEBERNSTEIN L.P.
Long Only Manager
$245.4K
21.1K shares
$234.9K
20.2K shares
$198.8K
17.1K shares
S
$162.7K
14.0K shares

Exited Positions

InstitutionPrevious Position
MILLENNIUM MANAGEMENT LLC logo
MILLENNIUM MANAGEMENT LLC
Hedge FundMulti-Strategy
$1.5M
130.2K shares
Militia Capital Partners, LP logo
Militia Capital Partners, LP
Hedge FundLong/Short
$923.6K
80.7K shares
S
Soviero Asset Management, LP
Hedge FundLong/Short
$400.4K
35.0K shares
$354.6K
31.0K shares
Caption Management, LLC logo
Caption Management, LLC
Hedge FundLong/Short
$236.8K
20.7K shares
E
Entropy Technologies, LP
Hedge FundQuant Macro
$195.6K
17.1K shares
$177.0K
15.5K shares
$171.3K
15.0K shares
Atom Investors LP logo
Atom Investors LP
Hedge FundMarket Neutral
$170.2K
14.9K shares
$147.4K
12.9K shares

Options Activity

Institutions with the largest Call and Put options positions in SERV as of Q3 2025

Call Positions
10
Call Value
$71.2M
Put Positions
10
Put Value
$46.3M

Call Positions

InstitutionPosition Value
$21.9M
18.8K contracts
$15.2M
13.1K contracts
$13.8M
11.9K contracts
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$10.9M
9.4K contracts
$4.2M
3.6K contracts
P
PEAK6 LLC
Institution
$3.0M
2.6K contracts
$1.5M
1.3K contracts
T
$404.7K
348.0 contracts
Walleye Trading Advisors, LLC logo
Walleye Trading Advisors, LLC
Hedge FundMulti-Strategy
$155.8K
134.0 contracts
-
- contracts

Put Positions

InstitutionPosition Value
$23.1M
19.9K contracts
CITADEL ADVISORS LLC logo
CITADEL ADVISORS LLC
Hedge FundMulti-Strategy
$7.7M
6.6K contracts
$7.7M
6.6K contracts
$3.0M
2.6K contracts
$2.8M
2.4K contracts
OZ MANAGEMENT LP logo
OZ MANAGEMENT LP
Hedge FundMulti-Strategy
$1.1M
921.0 contracts
P
PEAK6 LLC
Institution
$594.3K
511.0 contracts
Walleye Trading Advisors, LLC logo
Walleye Trading Advisors, LLC
Hedge FundMulti-Strategy
$191.9K
165.0 contracts
Crawford Fund Management, LLC logo
Crawford Fund Management, LLC
Hedge FundLong/Short
$174.5K
150.0 contracts
S
Squarepoint Ops LLC
Hedge FundQuant
-
- contracts

Most Committed Institutions

Institutions with SERV as the highest % of their portfolio as of Q3 2025

InstitutionPortfolio Weight
0.44%
$24.1M
C
Chico Wealth RIA
Institution
0.23%
$342.8K
0.17%
$488.5K
0.13%
$648.0K
0.13%
$12.9M
0.11%
$1.3M
0.09%
$3.0M
0.07%
$1.9M
0.07%
$98.1K
0.06%
$191.0K

Hedge Fund Spotlight

Discover hedge funds investing in SERV

TWO SIGMA INVESTMENTS LLC logo
TWO SIGMA INVESTMENTS LLC
Hedge FundMulti-Strategy
Portfolio ManagerCarter Mayberry Lyons
Portfolio Value
$62.0B
Positions
3,252
Last Reported
Q3 2025
AddressNew York, NY
Sector Allocation
Technology: 16.70%TechnologyFinancial Services: 15.40%Financial ServicesETF: 13.10%ETFIndustrials: 11.00%IndustrialsHealthcare: 9.70%HealthcareConsumer Cyclical: 8.00%Consumer Defensive: 5.40%Communication Services: 4.00%Energy: 3.20%Basic Materials: 2.90%Utilities: 2.40%Real Estate: 1.90%
Serve Robotics logo

Position in Serve Robotics

Market Value
$1.3M
Shares Held
116.0K
Portfolio Weight
0.00%
Owned Since
2024-Q4
Top HoldingSectorMarket ValueWeight
ETF
ETF
$680.4M1.10%
ETF
ETF
$582.6M0.94%
ETF
ETF
$489.6M0.79%

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