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AmeriServ Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 11 (0)

0.94% less ownership

Funds ownership: 41.37%40.43% (-0.94%)

11% less funds holding

Funds holding: 3733 (-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

Holders
33
Holders Change
-4
Holders Change %
-10.81%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
1
Increased
4
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GJL
1
Gendell Jeffrey L
$5.22M
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$3.69M -$5.81K -1,887 -0.2%
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$2.83M -$6.34K -2,061 -0.2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.39M -$24.7K -8,035 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$1.86M -$15.4K -5,000 -0.9%
OC
6
Oppenheimer & Close
New York
$1.12M
EL
7
EWA LLC
Pennsylvania
$777K +$7.22K +2,345 +1%
BCM
8
Bridgeway Capital Management
Texas
$659K
Geode Capital Management
9
Geode Capital Management
Massachusetts
$456K +$8.71K +2,830 +2%
BlackRock
10
BlackRock
New York
$436K -$10.8K -3,518 -3%
EF
11
Empowered Funds
Pennsylvania
$329K
LSC
12
Lesa Sroufe & Co
Washington
$319K
ACM
13
Argyle Capital Management
Pennsylvania
$303K
MA
14
Minerva Advisors
Pennsylvania
$186K
JGUA
15
John G. Ullman & Associates
New York
$147K -$59.1K -19,200 -29%
APG
16
Abacus Planning Group
South Carolina
$136K
Northern Trust
17
Northern Trust
Illinois
$92.8K -$2.04K -662 -2%
AOCA
18
Angel Oak Capital Advisors
Georgia
$83.9K -$227K -73,700 -74%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$72K -$9.05K -2,940 -11%
State Street
20
State Street
Massachusetts
$60.6K
JP Morgan Chase
21
JP Morgan Chase
New York
$46.6K -$32K -10,395 -42%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$43K
SC
23
Schulhoff & Co
Ohio
$41.5K
TRCT
24
Tower Research Capital (TRC)
New York
$4.23K -$2.83K -920 -41%
CPG
25
Cornerstone Planning Group
New Jersey
$3.35K +$28 +9 +0.9%

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.