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AmeriServ Financial
ASRV

38 hedge funds and large institutions have $20.9M invested in AmeriServ Financial in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 5

29% more capital invested

Capital invested by funds: $16.2M → $20.9M (+$4.65M)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 37 → 38 (+1)

1.17% more ownership

Funds ownership: 40.36% → 41.53% (+1.2%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $7K

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% 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
5
Closed
4
Calls
–
Puts
$7K
Net Calls
-$7K
Net Calls Change
-$1K

Top Buyers

Rank Fund Capital Flow
1
EL
EWA LLC
Pennsylvania
+$615K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$151K
3
AWA
AmeriServ Wealth Advisors
Pennsylvania
+$106K
4
Goldman Sachs
Goldman Sachs
New York
+$46K
5
Renaissance Technologies
Renaissance Technologies
New York
+$32.5K

Top Sellers

Rank Fund Capital Flow
1
JGUA
John G. Ullman & Associates
New York
-$419K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$36.8K
3
BFIM
Beese Fulmer Investment Management
Ohio
-$26.7K
4
BlackRock
BlackRock
New York
-$6.22K
5
TRCT
Tower Research Capital (TRC)
New York
-$3.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOW
26
State of Wyoming
Wyoming
$11.8K +$9.96K +3,865 New
UBS Group
27
UBS Group
Switzerland
$11K +$9.31K +3,615 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4K +$2.97K +1,154 +2,509%
SL
29
Salomon & Ludwin
Virginia
$3.65K – – –
CPG
30
Cornerstone Planning Group
New Jersey
$2.87K +$31 +12 +1%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$1.44K – – –
Bank of America
32
Bank of America
North Carolina
$544 +$131 +51 +40%
IA
33
IFP Advisors
Florida
$347 – – –
Raymond James Financial
34
Raymond James Financial
Florida
$328 +$278 +108 New
TRCT
35
Tower Research Capital (TRC)
New York
$298 -$3.7K -1,435 -94%
SS
36
SBI Securities
Japan
$40 +$3 +1 +8%
Morgan Stanley
37
Morgan Stanley
New York
$4 – – –
Wells Fargo
38
Wells Fargo
California
$1 -$3 -1 Closed
BFIM
39
Beese Fulmer Investment Management
Ohio
– -$26.7K -11,000 Closed
Simplex Trading
40
Simplex Trading
Illinois
– -$2.22K -861 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– +$5 +2 +2%
1
2

ASRV Hedge Fund Activity: Q2 2025 in Review

38 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q2 2025, worth a combined $20.9M — up 29% from $16.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new ASRV positions and 4 closed out — a net gain of 1 holder — while 13 added to existing stakes and 5 trimmed.

The largest buyer was EWA LLC, opening a new position worth an estimated $615K. The largest seller was John G. Ullman & Associates, cutting an estimated $419K.

  • 38 institutional investors held AmeriServ Financial (ASRV) as of Q2 2025, up from 37 in Q1 2025.
  • Funds reported $20.9M of AmeriServ Financial stock for Q2 2025, up 29% quarter-over-quarter.
  • 5 funds opened new AmeriServ Financial positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest AmeriServ Financial buyer in Q2 2025 was EWA LLC, an estimated $615K added.
  • The largest AmeriServ Financial seller in Q2 2025 was John G. Ullman & Associates, an estimated $419K sold.

Based on aggregated 13F filings for Q2 2025.