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AmeriServ Financial

37 hedge funds and large institutions have $19.8M invested in AmeriServ Financial in 2025 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0.16% less ownership

Funds ownership: 41.53%41.37% (-0.16%)

5% less capital invested

Capital invested by funds: $20.9M → $19.8M (-$1.04M)

3% less funds holding

Funds holding: 3837 (-1)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
37
Holders Change
-1
Holders Change %
-2.63%
% of All Funds
0.49%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
11
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$4.74M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.36M -$23.4K -7,823 -0.7%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.58M -$157K -52,531 -6%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.19M -$73.6K -24,660 -3%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.71M +$15.8K +5,298 +0.9%
OC
6
Oppenheimer & Close
New York
$1.02M
EL
7
EWA LLC
Pennsylvania
$700K +$7.17K +2,403 +1%
BCM
8
Bridgeway Capital Management
Texas
$599K +$1.35K +452 +0.2%
BlackRock
9
BlackRock
New York
$406K +$645 +216 +0.2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$406K +$1.08K +362 +0.3%
EF
11
Empowered Funds
Pennsylvania
$299K +$1.35K +452 +0.4%
AOCA
12
Angel Oak Capital Advisors
Georgia
$290K
LSC
13
Lesa Sroufe & Co
Washington
$290K
ACM
14
Argyle Capital Management
Pennsylvania
$275K +$283K +94,865 New
JGUA
15
John G. Ullman & Associates
New York
$189K -$6.09K -2,041 -3%
MA
16
Minerva Advisors
Pennsylvania
$169K
APG
17
Abacus Planning Group
South Carolina
$123K
Northern Trust
18
Northern Trust
Illinois
$86.3K -$2.38K -797 -3%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$73K
JP Morgan Chase
20
JP Morgan Chase
New York
$72.5K
State Street
21
State Street
Massachusetts
$55.1K
Goldman Sachs
22
Goldman Sachs
New York
$40.9K -$11.1K -3,731 -21%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$39.1K
MWM
24
Modern Wealth Management
Kansas
$38.2K +$385 +129 +1%
SC
25
Schulhoff & Co
Ohio
$37.7K

ASRV Hedge Fund Activity: Q3 2025 in Review

37 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in AmeriServ Financial (ASRV) for Q3 2025, worth a combined $19.8M — down 5% from $20.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of ASRV and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 11 added.

The largest buyer was Argyle Capital Management, opening a new position worth an estimated $283K. The largest seller was AmeriServ Wealth Advisors, cutting an estimated $157K.

  • 37 institutional investors held AmeriServ Financial (ASRV) as of Q3 2025, down from 38 in Q2 2025.
  • Funds reported $19.8M of AmeriServ Financial stock for Q3 2025, down 5% quarter-over-quarter.
  • 3 funds opened new AmeriServ Financial positions in Q3 2025 and 4 closed out, a net change of -1 holder.
  • The largest AmeriServ Financial buyer in Q3 2025 was Argyle Capital Management, an estimated $283K added.
  • The largest AmeriServ Financial seller in Q3 2025 was AmeriServ Wealth Advisors, an estimated $157K sold.

Based on aggregated 13F filings for Q3 2025.