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AmeriServ Financial
ASRV

Overview Fund Activity

37 hedge funds and large institutions have $20.7M invested in AmeriServ Financial in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
37
Holders Change
–
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
4
Closed
4
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$1K

Top Buyers

1
EL
1
EWA LLC
Pennsylvania
$726K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.37M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.87M
4
Goldman Sachs
4
Goldman Sachs
New York
$54.3K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.77M

Top Sellers

1
JGUA
1
John G. Ullman & Associates
New York
$204K
2
BFIM
2
Beese Fulmer Investment Management
Ohio
$0
3
BlackRock
3
BlackRock
New York
$425K
4
TRCT
4
Tower Research Capital (TRC)
New York
$298
5
Simplex Trading
5
Simplex Trading
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$11K 3,615 +3,615 New
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4K 1,200 +1,154 +2,509%
SL
28
Salomon & Ludwin
Virginia
$3.65K 1,209 – –
CPG
29
Cornerstone Planning Group
New Jersey
$2.87K 995 +12 +1%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.44K 474 – –
Bank of America
31
Bank of America
North Carolina
$544 179 +51 +40%
IA
32
IFP Advisors
Florida
$347 114 – –
Raymond James Financial
33
Raymond James Financial
Florida
$328 108 +108 New
TRCT
34
Tower Research Capital (TRC)
New York
$298 98 -1,435 -94%
SS
35
SBI Securities
Japan
$40 13 +1 +8%
Morgan Stanley
36
Morgan Stanley
New York
$4 1 – –
Wells Fargo
37
Wells Fargo
California
– – -1 Closed
BFIM
38
Beese Fulmer Investment Management
Ohio
– – -11,000 Closed
Simplex Trading
39
Simplex Trading
Illinois
– – -861 Closed
CAL
40
Capital Advisors Ltd
Ohio
– – -127 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$0 98 +2 +2%
1
2