Who Owns Serina Therapeutics, Inc. (SER)?Hedge Fund & Institutional Holders

$1.51-0.05 (-2.96%)HealthcareAMEX

Institutional Holders

30

as of Q4 2025

Total Institutional Value

$1.04e+25T

% of Float Held

QoQ Change in Holders

+4 / -3

Price History

$1.50$3.28$5.07$6.85$8.63Sep 24Jun 25Mar 26

SER — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
ALBION FINANCIAL GROUP /UTNew Position+8+$0
GEODE CAPITAL MANAGEMENT, LLCIncreased+801+$0
Linscomb Wealth, Inc.New Position+19K+$0
Global Retirement Partners, LLCNew Position+1+$0
Piscataqua Savings BankNew Position+28+$0
WELLS FARGO & COMPANY/MNIncreased+4K+$-11K
BlackRock, Inc.Increased+4K+$-69K
Tower Research Capital LLC (TRC)Increased+286+$-874K

SER — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BROADWOOD CAPITAL INCDecreased-29K-$341.9M
HighTower Advisors, LLCDecreased-6K-$97.6M
NORTHERN TRUST CORPDecreased-455-$77.9M
UBS Group AGDecreased-3K-$18.6M
CITIGROUP INCClosed Position-2K-$12.5M
Advisory Services Network, LLCClosed Position-14-$75K
OSAIC HOLDINGS, INC.Decreased-9-$54K
BANK OF AMERICA CORP /DE/Decreased-212-$1K
JPMORGAN CHASE & COClosed Position-10-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BROADWOOD CAPITAL INC54,484$104.0M0.01%Share
2HighTower Advisors, LLC11,980$00.00%Share
3Rockefeller Capital Management L.P.2$00.00%Share
4STATE STREET CORP12,758$00.00%Share
5VANGUARD GROUP INC368$00.00%Share
6VANGUARD GROUP INC20,509$00.00%Share
7VANGUARD GROUP INC159,136$00.00%Share
8GEODE CAPITAL MANAGEMENT, LLC24,614$00.00%Share
9GEODE CAPITAL MANAGEMENT, LLC5,795$00.00%Share
10BNP PARIBAS FINANCIAL MARKETS2$00.00%Share
11Global Retirement Partners, LLC1$00.00%Share
12MORGAN STANLEY8$00.00%Share
13BlackRock, Inc.658$00.00%Share
14BlackRock, Inc.13,524$00.00%Share
15BlackRock, Inc.3,067$00.00%Share
16Piscataqua Savings Bank28$00.00%Share
17Pacifica Partners Inc.8$00.00%Share
18OSAIC HOLDINGS, INC.2$00.00%Share
19WELLS FARGO & COMPANY/MN3,604$00.00%Share
20Linscomb Wealth, Inc.18,800$00.00%Share
21UBS Group AG5$00.00%Share
22UBS Group AG428$00.00%Share
23ALBION FINANCIAL GROUP /UT8$00.00%Share
24Tower Research Capital LLC (TRC)308$00.00%Share
25Tower Research Capital LLC (TRC)141$00.00%Share
26BANK OF AMERICA CORP /DE/3$00.00%Share
27NORTHERN TRUST CORP14,081$00.00%Share
28NORTHERN TRUST CORP1$00.00%Share
29Waverly Advisors, LLC67,492$00.00%Share
30Keel Point, LLC17,774$00.00%Share

SER Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202522$104.0M+1
Q3 202521$1.1B+1
Q2 202520$1.2B-5
Q1 202525$1.5B+2
Q4 202423$1.1B+2
Q3 202421$922.5M+2
Q2 202419$1.3B+6
Q1 202413$1.2B

Similar Stocks by Institutional Ownership

As of Q4 2025, 30 institutional investors hold SER (Serina Therapeutics, Inc.). The largest holder is BROADWOOD CAPITAL INC with $104.0M in shares. This quarter, 4 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own SER?

As of Q4 2025, 30 institutional investors report holding SER (Serina Therapeutics, Inc.) in their 13F filings.

Who is the largest institutional holder of SER?

The largest institutional holder of SER is BROADWOOD CAPITAL INC with $104.0M in shares.

Is institutional ownership of SER increasing or decreasing?

This quarter, 4 institutions opened new positions in SER and 3 closed their positions.