SER Institutional Ownership
Who owns Serina Therapeutics, Inc. and what the big funds did with it last quarter, from every SEC 13F filing. 27 funds reported holding SER at Jun 30, 2026, together owning 5.5% of the company.
- ▲10 buying vs 7 selling
- ●Held by funds -0.3 pts
- ▲Funds holding +2
- ●No superinvestor moves
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 27 | 25 | +8.0% |
| In funds' top 10 | 0 | 0 | – |
| 13F shares | 1.4M | 1.5M | −4.5% |
| Held by funds | 5.5% | 5.8% | −0.3 pts |
| New positions | 4 | 7 | −42.9% |
| Increased | 6 | 5 | +20.0% |
| Reduced | 4 | 1 | +300.0% |
| Sold out | 3 | 5 | −40.0% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outWho owns SER
share of fund held shares- Index and passive funds19.1%
- Active managers and hedge funds79.4%
- Banks and brokers1.5%
- Pensions, insurers and other0.0%
The top 10 holders own 98.8% of all SER shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
2 funds changed their position- Ashton Thomas Private Wealth, LLCNew+89K sh
- Caitong International Asset Management Co., LtdTrimmed−62 sh
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Sio Capital Management, LLC | 3.94% | 1M | $1.9M | 0 |
| 2 | Vanguard Capital Management LLC | 0.64% | 162K | $315K | +3,062 |
| 3 | Waverly Advisors, LLC | 0.27% | 67K | $131K | 0 |
| 4 | Geode Capital Management, LLC | 0.20% | 51K | $99K | −14K |
| 5 | Keel Point, LLC | 0.08% | 22K | $42K | 0 |
| 6 | Northern Trust Corp | 0.08% | 21K | $40K | +21K |
| 7 | Vanguard Fiduciary Trust Co | 0.08% | 20K | $39K | 0 |
| 8 | Avidian Wealth Enterprises, LLC | 0.07% | 19K | $36K | 0 |
| 9 | Jane Street Group, LLC | 0.06% | 15K | $30K | −24K |
| 10 | State Street Corp | 0.05% | 13K | $25K | 0 |
- Northern Trust Corp+21K sh+$40K
- Vanguard Capital Management LLC+3,062 sh+$6K
- Tower Research Capital LLC (TRC)+1,727 sh+$3K
- UBS Group AG+1,342 sh+$3K
- Osaic Holdings, Inc.+1,001 sh+$2K
- Barclays PLC+545 sh+$1K
- Avion Wealth+312 sh+$605
- Morgan Stanley+6 sh+$12
- BlackRock, Inc.−56K sh−$108K
- Jane Street Group, LLC−24K sh−$47K
- Geode Capital Management, LLC−14K sh−$27K
- Vanguard Global Advisers, LLC−368 sh−$714
- Caitong International Asset Management Co., Ltd−238 sh−$462
- Advisory Services Network, LLC−14 sh−$27
- Federation des caisses Desjardins du Quebec−1 sh−$2
SER institutional ownership FAQ
Who owns the most SER stock?
In Q2 2026 13F filings the largest holder of SER was Sio Capital Management, LLC, followed by Vanguard Capital Management LLC and Waverly Advisors, LLC. Index fund managers are usually the biggest holders of large companies.
What percentage of SER is owned by institutions?
Funds that file 13F reports held 5.5% of SER's shares at Jun 30, 2026, compared with 5.8% a quarter earlier. That counts every manager with more than $100 million in US stocks.
Are hedge funds buying SER?
In Q2 2026, 10 funds bought SER (4 of them new positions) and 7 sold (3 sold out completely). Our fund sentiment for SER is bullish.
What is SER's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this SER ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.