Who Owns Sera Prognostics, Inc. (SERA)?Hedge Fund & Institutional Holders
Institutional Holders
50
as of Q4 2025
Total Institutional Value
$1.6219102066725486e+84T
% of Float Held
—
QoQ Change in Holders
+15 / -5
Price History
SERA — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Perigon Wealth Management, LLC | New Position | +73K | +$214K |
| Twelve Points Wealth Management LLC | New Position | +43K | +$160K |
| Ballentine Partners, LLC | New Position | +50K | +$146K |
| Birch Hill Investment Advisors LLC | New Position | +27K | +$80K |
| Wagner Wealth Management, LLC | New Position | +13K | +$37K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New Position | +11K | +$31K |
| Geneos Wealth Management Inc. | New Position | +8K | +$23K |
| CWM, LLC | New Position | +1K | +$3K |
| Torren Management, LLC | New Position | +389 | +$1K |
| Bank of New York Mellon Corp | New Position | +75K | +$0 |
| Tower Research Capital LLC (TRC) | New Position | +945 | +$0 |
| JANE STREET GROUP, LLC | New Position | +69K | +$0 |
| Point72 Asset Management, L.P. | New Position | +11K | +$0 |
| Cetera Investment Advisers | New Position | +25K | +$0 |
| SBI Securities Co., Ltd. | New Position | +7 | +$0 |
SERA — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Whetstone Capital Advisors, LLC | Decreased | -173K | -$11.1B |
| CAPTRUST FINANCIAL ADVISORS | Decreased | -66K | -$1.8B |
| SANDERS MORRIS HARRIS LLC | Closed Position | -264K | -$806.6M |
| MILLENNIUM MANAGEMENT LLC | Decreased | -14K | -$389.5M |
| Squarepoint Ops LLC | Decreased | -57K | -$284.8M |
| Balentine LLC | Closed Position | -84K | -$258.5M |
| MORGAN STANLEY | Decreased | -3K | -$257.1M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Closed Position | -79K | -$241.3M |
| GOLDMAN SACHS GROUP INC | Decreased | -26K | -$167.8M |
| Caprock Group, LLC | Closed Position | -34K | -$108.3M |
| TWO SIGMA INVESTMENTS, LP | Decreased | -10K | -$97.1M |
| Lido Advisors, LLC | Decreased | -6K | -$67.8M |
| Pallas Capital Advisors LLC | Closed Position | -14K | -$42.0M |
| Riverview Capital Advisers, LLC | Decreased | -64 | -$38.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Decreased | -7 | -$37.0M |
Top Institutional Holders(Q4 2025)
SERA Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 57 | $45.5M | +8 |
| Q3 2025 | 49 | $54.4B | -5 |
| Q2 2025 | 54 | $50.2B | -17 |
| Q1 2025 | 71 | $74.1B | -2 |
| Q4 2024 | 73 | $1.2T | +18 |
| Q3 2024 | 55 | $86.2T | -5 |
| Q2 2024 | 60 | $46.4T | +12 |
| Q1 2024 | 48 | $57.8T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 50 institutional investors hold SERA (Sera Prognostics, Inc.). The largest holder is BAKER BROS. ADVISORS LP with $16.2M in shares. This quarter, 15 institutions opened new positions and 5 closed their positions.
Frequently Asked Questions
How many hedge funds own SERA?
As of Q4 2025, 50 institutional investors report holding SERA (Sera Prognostics, Inc.) in their 13F filings.
Who is the largest institutional holder of SERA?
The largest institutional holder of SERA is BAKER BROS. ADVISORS LP with $16.2M in shares.
Is institutional ownership of SERA increasing or decreasing?
This quarter, 15 institutions opened new positions in SERA and 5 closed their positions.