AmeriServ Financial
ASRV
33 hedge funds and large institutions have $21.3M invested in AmeriServ Financial in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 14 reducing their positions, and 5 closing their positions.
8% more capital invested
Capital invested by funds: $19.8M → $21.3M (+$1.49M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.94% less ownership
Funds ownership: 41.37% → 40.43% (-0.94%)
11% less funds holding
Funds holding: 37 → 33 (-4)
71% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 14
80% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Geode Capital Management
Boston,
Massachusetts
|
+$8.71K |
| 2 |
EL
EWA LLC
Pittsbugh,
Pennsylvania
|
+$7.22K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$34 |
| 4 |
CPG
Cornerstone Planning Group
Fairfield,
New Jersey
|
+$28 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$3 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AOCA
Angel Oak Capital Advisors
Atlanta,
Georgia
|
-$227K |
| 2 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$59.1K |
| 3 |
Goldman Sachs
New York
|
-$40.9K |
| 4 |
MWM
Modern Wealth Management
Lenexa,
Kansas
|
-$38.2K |
| 5 |
JP Morgan Chase
New York
|
-$32K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $364 | – | – | – |
|
|
27
Bank of America
Charlotte,
North Carolina
| $182 | +$34 | +11 | +24% |
|
28
UBS Group
Zurich,
Switzerland
| $51 | -$619 | -201 | -93% |
|
|
SS
29
SBI Securities
Tokyo,
Japan
| $6 | -$3 | -1 | -33% |
|
30
Morgan Stanley
New York
| $4 | -$3.23K | -1,049 | -100% |
|
31
Fidelity Investments
Boston,
Massachusetts
| $3 | – | – | – |
|
|
32
Wells Fargo
San Francisco,
California
| $3 | +$3 | +1 | New |
|
|
33
Goldman Sachs
New York
| – | -$40.9K | -14,116 | Closed |
|
|
MWM
34
Modern Wealth Management
Lenexa,
Kansas
| – | -$38.2K | -13,175 | Closed |
|
|
SL
35
Salomon & Ludwin
Richmond,
Virginia
| – | -$3.54K | -1,209 | Closed |
|
|
FFA
36
Farther Finance Advisors
San Francisco,
California
| – | -$3.04K | -1,050 | Closed |
|
37
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$1.37K | -474 | Closed |
|
ASRV Hedge Fund Activity: Q4 2025 in Review
33 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q4 2025, worth a combined $21.3M — up 7.5% from $19.8M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of ASRV and 1 opened new positions — a net loss of 4 holders — while 14 trimmed existing stakes and 4 added.
The largest buyer was Geode Capital Management, adding an estimated $8.71K. The largest seller was Angel Oak Capital Advisors, cutting an estimated $227K.
- 33 institutional investors held AmeriServ Financial (ASRV) as of Q4 2025, down from 37 in Q3 2025.
- Funds reported $21.3M of AmeriServ Financial stock for Q4 2025, up 7.5% quarter-over-quarter.
- 1 fund opened new AmeriServ Financial positions in Q4 2025 and 5 closed out, a net change of -4 holders.
- The largest AmeriServ Financial buyer in Q4 2025 was Geode Capital Management, an estimated $8.71K added.
- The largest AmeriServ Financial seller in Q4 2025 was Angel Oak Capital Advisors, an estimated $227K sold.
Based on aggregated 13F filings for Q4 2025.