AmeriServ Financial
ASRV
37 hedge funds and large institutions have $16.2M invested in AmeriServ Financial in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
6% more funds holding
Funds holding: 35 → 37 (+2)
0.75% more ownership
Funds ownership: 39.62% → 40.36% (+0.75%)
0% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 9
7% less capital invested
Capital invested by funds: $17.4M → $16.2M (-$1.18M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $6K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
|
+$261K |
| 2 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
+$120K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$28.3K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25.8K |
| 5 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$11.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$177K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$93.1K |
| 3 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$66.3K |
| 4 |
Renaissance Technologies
New York
|
-$19.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$15.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SL
26
Salomon & Ludwin
Richmond,
Virginia
| $2.94K | – | – | – |
|
|
CPG
27
Cornerstone Planning Group
Fairfield,
New Jersey
| $2.33K | +$26 | +10 | +1% |
|
28
Simplex Trading
Chicago,
Illinois
| $2K | +$2.24K | +861 | New |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1.15K | – | – | – |
|
30
Bank of America
Charlotte,
North Carolina
| $311 | +$13 | +5 | +4% |
|
|
IA
31
IFP Advisors
Tampa,
Florida
| $277 | – | – | – |
|
|
SS
32
SBI Securities
Tokyo,
Japan
| $29 | +$3 | +1 | +9% |
|
33
Morgan Stanley
New York
| $3 | +$3 | +1 | New |
|
34
Wells Fargo
San Francisco,
California
| $2 | – | – | – |
|
|
35
UBS Group
Zurich,
Switzerland
| – | -$15.4K | -5,751 | Closed |
|
|
CAL
36
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | -$421 | -162 | -56% |
|
37
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$10 | -4 | -8% |
|
38
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$3 | +1 | +1% |
|
ASRV Hedge Fund Activity: Q1 2025 in Review
37 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q1 2025, worth a combined $16.2M — down 6.8% from $17.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new ASRV positions and 1 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.
The largest buyer was AmeriServ Wealth Advisors, adding an estimated $261K. The largest seller was Bridgeway Capital Management, cutting an estimated $177K.
- 37 institutional investors held AmeriServ Financial (ASRV) as of Q1 2025, up from 35 in Q4 2024.
- Funds reported $16.2M of AmeriServ Financial stock for Q1 2025, down 6.8% quarter-over-quarter.
- 3 funds opened new AmeriServ Financial positions in Q1 2025 and 1 closed out, a net change of +2 holders.
- The largest AmeriServ Financial buyer in Q1 2025 was AmeriServ Wealth Advisors, an estimated $261K added.
- The largest AmeriServ Financial seller in Q1 2025 was Bridgeway Capital Management, an estimated $177K sold.
Based on aggregated 13F filings for Q1 2025.