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AmeriServ Financial

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: 3738 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.97M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.55M +$9.15K +3,551 +0.3%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.87M +$106K +40,946 +5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.37M +$151K +58,554 +8%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.77M +$32.5K +12,602 +2%
OC
6
Oppenheimer & Close
New York
$1.07M
EL
7
EWA LLC
Pennsylvania
$726K +$615K +238,822 New
BCM
8
Bridgeway Capital Management
Texas
$627K +$4.11K +1,594 +0.8%
BlackRock
9
BlackRock
New York
$425K -$6.22K -2,413 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$425K +$4.04K +1,566 +1%
EF
11
Empowered Funds
Pennsylvania
$313K +$4.11K +1,594 +2%
AOCA
12
Angel Oak Capital Advisors
Georgia
$304K
LSC
13
Lesa Sroufe & Co
Washington
$304K
JGUA
14
John G. Ullman & Associates
New York
$204K -$419K -162,760 -71%
MA
15
Minerva Advisors
Pennsylvania
$175K
APG
16
Abacus Planning Group
South Carolina
$129K
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$106K -$36.8K -14,278 -29%
Northern Trust
18
Northern Trust
Illinois
$92.9K -$312 -121 -0.4%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$77K
JP Morgan Chase
20
JP Morgan Chase
New York
$76K
State Street
21
State Street
Massachusetts
$57.7K
Goldman Sachs
22
Goldman Sachs
New York
$54.3K +$46K +17,847 New
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$41K
MWM
24
Modern Wealth Management
Kansas
$39.7K +$389 +151 +1%
SC
25
Schulhoff & Co
Ohio
$39.5K

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.