Serina TherapeuticsSER
13F holders, Q1 2025 (March 31)At the end of Q1 2025, 25 institutions reported holding Serina Therapeutics Inc. (SER) in their 13F filings, unchanged from Q4 2024. 3 opened new positions and 3 sold out. The largest holders were Broadwood Capital Inc. ($483K), Waverly Advisors, LLC ($383K) and Vanguard Group Inc. ($370K). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Serina Therapeutics Inc.
- CUSIP
- 81751A108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $95K |
| Exits | 3 | $526 |
All 13F filers, Q4 2024 → Q1 2025: 25,241 shares bought and 8,600 shares sold, net +16,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 25 holders
| Broadwood Capital Inc. | 0.04% | No change | 85,219 | $483K |
| Waverly Advisors, LLC | 0.00% | No change | 67,492 | $383K |
| Vanguard Group Inc. | 0.00% | Add +5.3% | 65,333 | $370K |
| Geode Capital Management, LLC | 0.00% | Add +11.5% | 29,206 | $166K |
| HighTower Advisors, LLC | 0.00% | Reduce -4.5% | 21,433 | $122K |
| Keel Point, LLC | 0.01% | No change | 17,774 | $101K |
| Northern Trust Corp. | 0.00% | Add +15.1% | 17,011 | $96K |
| Citadel Advisors | 0.00% | New | 13,184 | $75K |
| Millennium Management | 0.00% | Reduce -26.3% | 10,721 | $61K |
| Toronto Dominion Bank | 0.00% | New | 3,554 | $20K |
| BlackRock, Inc. | 0.00% | Reduce -14.1% | 3,067 | $17K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -9.6% | 912 | $5K |
| UBS Group AG | 0.00% | Reduce -80.4% | 747 | $4K |
| Piscataqua Savings Bank | 0.00% | No change | 28 | $158 |
| Bank of America Corp. | 0.00% | Add +8.3% | 26 | $147 |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 24 | $137 |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 12 | $68 |
| Osaic Holdings, Inc. | 0.00% | Add +100.0% | 10 | $55 |
| Albion Financial Group | 0.00% | No change | 8 | $46 |
| Morgan Stanley | 0.00% | No change | 8 | $45 |
| Pacifica Partners Inc. | 0.00% | No change | 8 | $42 |
| Wells Fargo & Company | 0.00% | No change | 2 | $11 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $11 |
| Ameriflex Group, Inc. | 0.00% | No change | 2 | $11 |
| FMR LLC | 0.00% | New | 1 | $8 |
"% of holder's portfolio" is SER's weight in each manager's 13F, not the share of Serina Therapeutics Inc. the manager owns.