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AmeriServ Financial

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.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

6% more funds holding

Funds holding: 3537 (+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

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
9
Closed
1
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$3.97M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$2.83M +$25.8K +9,925 +0.9%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.19M +$261K +100,525 +13%
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.76M
Renaissance Technologies
5
Renaissance Technologies
New York
$1.39M -$19.2K -7,400 -1%
OC
6
Oppenheimer & Close
New York
$857K
JGUA
7
John G. Ullman & Associates
New York
$559K -$66.3K -25,514 -10%
BCM
8
Bridgeway Capital Management
Texas
$497K -$177K -68,104 -25%
BlackRock
9
BlackRock
New York
$346K -$8.3K -3,193 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$336K +$28.3K +10,898 +9%
EF
11
Empowered Funds
Pennsylvania
$246K +$11.4K +4,396 +5%
AOCA
12
Angel Oak Capital Advisors
Georgia
$243K +$120K +46,063 +85%
LSC
13
Lesa Sroufe & Co
Washington
$243K +$260K +100,000 New
MA
14
Minerva Advisors
Pennsylvania
$141K
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$119K -$93.1K -35,832 -42%
APG
16
Abacus Planning Group
South Carolina
$103K
Northern Trust
17
Northern Trust
Illinois
$74.6K
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$61K
JP Morgan Chase
19
JP Morgan Chase
New York
$60.8K
State Street
20
State Street
Massachusetts
$46.1K
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$32.8K
SC
22
Schulhoff & Co
Ohio
$31.6K
MWM
23
Modern Wealth Management
Kansas
$31.3K -$7.43K -2,858 -18%
BFIM
24
Beese Fulmer Investment Management
Ohio
$26.7K
TRCT
25
Tower Research Capital (TRC)
New York
$3.73K -$1.12K -432 -22%

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.