Who Owns SER?

Serina Therapeutics, Inc. — Institutional Ownership & 13F Holdings

$1.83

+0.03 (+1.67%)

Market Cap

$17.1M

Shares Outstanding

10,000,000

Institutional Holders

25

Total Inst. Value

$1.9M

% of Float Held

QoQ Holder Change

+12

Institutional data as of Q1 2025

New Positions

6

Closed Positions

4

Increased

5

Decreased

6

Institutional Ownership Trend

Top 10 Institutional Holders(Q1 2025)

#FundValueShares
1BROADWOOD CAPITAL INC$483K85,219
2Waverly Advisors, LLC$383K67,492
3VANGUARD GROUP INC$370K65,333
4GEODE CAPITAL MANAGEMENT, LLC$165K29,206
5HighTower Advisors, LLC$122K21,433
6Keel Point, LLC$101K17,774
7NORTHERN TRUST CORP$96K17,011
8CITADEL ADVISORS LLCNew$75K13,184
9MILLENNIUM MANAGEMENT LLC$61K10,721
10TORONTO DOMINION BANKNew$20K3,554

Biggest Buyers & Sellers This Quarter

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Frequently Asked Questions

How many institutional investors hold SER?

As of Q1 2025, 25 institutional investors report holding SER (Serina Therapeutics, Inc.) in their 13F filings.

Which hedge fund owns the most SER?

The largest institutional holder of SER is BROADWOOD CAPITAL INC with $483K in shares.

Are institutions buying or selling SER?

This quarter, 6 institutions opened new positions in SER and 4 closed their positions.

What is 13F institutional ownership?

SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.

How often is institutional ownership data updated?

13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.