Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Serve Robotics Inc (SERV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
9Q ▲
Buyers last Q
61%

Smart Money Signals — SERV

Based on 202 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
202 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 — +44% more funds vs a year ago

fund count last 6Q
+62 new funds entered over the past year (+44% 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 — 61% buying

140 buying90 selling
Last quarter: 140 funds were net buyers (59 opened a brand new position + 81 added to an existing one). Only 90 were sellers (36 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new SERV position: 41 → 64 → 45 → 59. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 33% new

■ 39% conviction (2yr+) ■ 29% medium ■ 33% new
Of the 202 current holders: 78 (39%) held >2 years, 58 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
➡️

Steady discovery — ~59 new funds/quarter

46 → 41 → 64 → 45 → 59 new funds/Q
New funds entering each quarter: 41 → 64 → 45 → 59. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 49% veterans vs 35% newcomers

■ 49% veterans ■ 17% 1-2yr ■ 35% new
Entry-cohort mix of 218 holders: 106 (49%) are 2+ year veterans, 36 entered 1–2 years ago, and 76 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
39 of 196 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — SERV

In 2026 Q2, 140 hedge funds were net buyers of SERV (59 opened a new position, 81 added to an existing one), while 90 reduced or exited (36 trimmed, 54 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 9 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in SERV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 202.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: SERV
2026 Q3 Stats Unlock in 5 days 193 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 193 197 -2.03%
13F Shares 42M 37M 11.92%
Total Value $272M $309M -12.25%
New Positions 58 45 +13
Increased Positions 77 74 +3
Closed Positions 56 39 +17
Reduced Positions 33 44 -11
Total Calls 12 7 71.43%
Total Puts 10 10 -
PUT/CALL Ratio 0.83 1.43 Neutral

Statistics: SERV

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Institutional Holders (2026 Q3)

193 + investors

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

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 SERV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Themes Management Co LLC 1.28% 418,324 $1.9M
2 AlphaCentric Advisors LLC 0.41% 100,000 $465K
3 Gruss & Co., LLC 0.12% 30,600 $142K
4 White Pine Capital LLC 0.12% 104,990 $488K
5 Crawford Fund Management, LLC 0.05% 75,000 $349K
6 Viawealth, LLC 0.05% 21,100 $98K
7 Exchange Traded Concepts, LLC 0.03% 1,834,280 $8.5M
8 Sculptor Capital LP 0.02% 535,700 $2.5M
9 Sculptor Capital LP 0.02% 535,700 $2.5M
10 All Options USA, LLC 0.02% 21,600 $100K
11 PFG Investments, LLC 0.01% 71,021 $330K
12 Harborfront Financial Group LLC 0.01% 200 $2K
13 WINTON GROUP Ltd 0.01% 61,915 $288K
14 FORA Capital, LLC 0.01% 58,223 $271K
15 Anchyra Partners LLC 0.01% 10,624 $49K
16 Walleye Trading LLC 0.01% 465,800 $2.2M
17 Verition Fund Management LLC 0.01% 286,200 $1.3M
18 Verition Fund Management LLC 0.01% 282,000 $1.3M
19 United Advisor Group, LLC 0.01% 15,845 $74K
20 Birch Financial Group, LLC 0.01% 3,102 $14K
21 Advisory Services Network, LLC 0.01% 100,471 $467K
22 Vermillion Wealth Management, Inc. 0.01% 1,000 $5K
23 Integrity Alliance, LLC. 0.01% 35,267 $164K
24 Bolton Securities Corporation 0.00% 13,876 $80K
25 Purpose Unlimited Inc. 0.00% 22,804 $106K
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 (SERV)

What does the Smart Money Trend signal show for SERV?

Buying streak — 9 quarters in a row: For 9 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 — 61% buying: Last quarter: 140 funds were net buyers (59 opened a brand new position + 81 added to an existing one). Only 90 were sellers (36 trimmed + 54 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for SERV holders?

Elite ownership — 42% AUM from top-100 funds: 39 of 196 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in SERV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SERV?

Mixed — 39% long-term, 33% new: Of the 202 current holders: 78 (39%) held >2 years, 58 held 1–2 years, and 66 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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