AmeriServ Financial
ASRV
35 hedge funds and large institutions have $24.1M invested in AmeriServ Financial in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 3 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
13% more capital invested
Capital invested by funds: $21.3M → $24.1M (+$2.8M)
6% more funds holding
Funds holding: 33 → 35 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.18% less ownership
Funds ownership: 40.43% → 39.25% (-1.2%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $69K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$79.3K |
| 2 |
XT
XTX Topco
George Town,
Cayman Islands
|
+$38.3K |
| 3 |
BlackRock
New York
|
+$13K |
| 4 |
EL
EWA LLC
Pittsbugh,
Pennsylvania
|
+$7.24K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$5.66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$83.9K |
| 2 |
Renaissance Technologies
New York
|
-$66K |
| 3 |
JP Morgan Chase
New York
|
-$49.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.1K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$182 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $5.92K | +$1.1K | +309 | +23% |
|
|
CPG
27
Cornerstone Planning Group
Fairfield,
New Jersey
| $3.84K | +$28 | +8 | +0.8% |
|
|
28
JP Morgan Chase
New York
| $2.6K | -$49.3K | -13,887 | -95% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $413 | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $363 | +$4 | +1 | +1% |
|
31
Russell Investments Group
London,
United Kingdom
| $181 | +$177 | +50 | New |
|
|
SS
32
SBI Securities
Tokyo,
Japan
| $7 | – | – | – |
|
33
Morgan Stanley
New York
| $5 | – | – | – |
|
34
Fidelity Investments
Boston,
Massachusetts
| $4 | – | – | – |
|
35
Wells Fargo
San Francisco,
California
| $3 | – | – | – |
|
|
AOCA
36
Angel Oak Capital Advisors
Atlanta,
Georgia
| – | -$83.9K | -26,300 | Closed |
|
|
37
Bank of America
Charlotte,
North Carolina
| – | -$182 | -57 | Closed |
|
38
UBS Group
Zurich,
Switzerland
| – | -$51 | -16 | Closed |
|
ASRV Hedge Fund Activity: Q1 2026 in Review
35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q1 2026, worth a combined $24.1M — up 13% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new ASRV positions and 3 closed out — a net gain of 3 holders — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $79.3K. The largest seller was Angel Oak Capital Advisors, exiting entirely with an estimated $83.9K sold.
- 35 institutional investors held AmeriServ Financial (ASRV) as of Q1 2026, up from 33 in Q4 2025.
- Funds reported $24.1M of AmeriServ Financial stock for Q1 2026, up 13% quarter-over-quarter.
- 6 funds opened new AmeriServ Financial positions in Q1 2026 and 3 closed out, a net change of +3 holders.
- The largest AmeriServ Financial buyer in Q1 2026 was Citadel Advisors, an estimated $79.3K added.
- The largest AmeriServ Financial seller in Q1 2026 was Angel Oak Capital Advisors, an estimated $83.9K sold.
Based on aggregated 13F filings for Q1 2026.