Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

SERVE ROBOTICS INC COM (SERV)

196 + Investors. Track Smart Money conviction in SERV. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +35
Streak
7Q ▲
Buyers last Q
73%

Smart Money Signals — SERV

Based on 184 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 7 quarters in a row

last 6Q
For 7 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
184 hedge funds hold SERV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +96% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+96% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 73% buying

143 buying54 selling
Last quarter: 143 funds were net buyers (60 opened a brand new position + 83 added to an existing one). Only 54 were sellers (29 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+20 vs last Q)

new funds entering per quarter
Funds opening a new SERV position: 53 → 45 → 40 → 60. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

40% of holders stayed for 2+ years

40% conviction (2yr+) 24% medium 35% new
74 out of 184 hedge funds have held SERV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~60 new funds/quarter

50 → 53 → 45 → 40 → 60 new funds/Q
New funds entering each quarter: 53 → 45 → 40 → 60. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 52% of holders stayed 2+ years

52% veterans 4% 1-2yr 44% new
Of 196 current holders: 102 (52%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
29 of 184 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: SERV

How many hedge funds hold SERV — quarterly history vs. share price
Quarterly hedge fund ownership of SERV vs. share price

Market Analysis: SERV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SERV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

38 top-rated funds 1 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: SERV
2026 Q1 Stats Unlock in 19 days 196 + Investors

Track Smart Money conviction in SERV. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 196 162 20.99%
13F Shares 36M 35M 0.5%
Total Value $370M $412M -10.35%
New Positions 60 40 +20
Increased Positions 99 95 +4
Closed Positions 27 27 -
Reduced Positions 47 37 +10
Total Calls 10 9 11.11%
Total Puts 7 9 -22.22%
PUT/CALL Ratio 0.7 1.0 Neutral

Statistics: SERV

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

196 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SERV. Verified SEC 13F-HR filings.

Top 25 institutional holders of SERV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Grange Capital, LLC 2.42% 287,427 $2.4M
2 EXCHANGE TRADED CONCEPTS, LLC 0.10% 1,597,252 $13.5M
3 Walser Wealth Management Company, A Ltd Liability Co 0.06% 16,012 $135K
4 MIRAE ASSET SECURITIES (USA) INC. 0.05% 150,000 $1.3M
5 MIRAE ASSET SECURITIES (USA) INC. 0.05% 147,826 $1.2M
6 Inspire Investing, LLC 0.04% 62,065 $524K
7 PFG Investments, LLC 0.02% 60,071 $507K
8 Archford Capital Strategies, LLC 0.01% 10,200 $86K
9 AdvisorShares Investments LLC 0.01% 4,822 $41K
10 AlphaQuest LLC 0.01% 12,063 $125K
11 Westfuller Advisors, LLC 0.01% 1,421 $12K
12 WEDBUSH SECURITIES INC 0.01% 20,380
13 Pallas Capital Advisors LLC 0.00% 12,000 $101K
14 SBI Securities Co., Ltd. 0.00% 9,732 $82K
15 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 188,080 $1.6M
16 OPPENHEIMER & CO INC 0.00% 20,608 $174K
17 BFSG, LLC 0.00% 2,375 $20K
18 CrossGen Wealth, LLC 0.00% 208 $2K
19 Police & Firemen's Retirement System of New Jersey 0.00% 16,773 $142K
20 Cambridge Investment Research Advisors, Inc. 0.00% 48,146
21 SUMMIT SECURITIES GROUP LLC 0.00% 785 $7K
22 HSBC HOLDINGS PLC 0.00% 169,304 $1.4M
23 Aspect Partners, LLC 0.00% 193 $2K
24 SIGNATUREFD, LLC 0.00% 4,331 $37K
25 Spire Wealth Management 0.00% 1,910 $16K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — SERVE ROBOTICS INC COM (SERV)

What does the Smart Money Trend signal show for SERV?

Buying streak — 7 quarters in a row: For 7 consecutive quarters, more hedge funds added SERV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SERV?

More buyers than sellers — 73% buying: Last quarter: 143 funds were net buyers (60 opened a brand new position + 83 added to an existing one). Only 54 were sellers (29 trimmed + 25 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SERV holders?

Strong quality — 30% AUM from major funds: 29 of 184 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held SERV?

40% of holders stayed for 2+ years: 74 out of 184 hedge funds have held SERV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.