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Carriage Services

158 hedge funds and large institutions have $518M invested in Carriage Services in 2026 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 68 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 42

6.02% more ownership

Funds ownership: 79.05%85.08% (+6%)

5% less funds holding

Funds holding: 167158 (-9)

10% less capital invested

Capital invested by funds: $572M → $518M (-$54.4M)

29% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 24

Holders
158
Holders Change
-9
Holders Change %
-5.39%
% of All Funds
1.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
68
Reduced
42
Closed
24
Calls
Puts
Net Calls
Net Calls Change

CSV Hedge Fund Activity: Q2 2026 in Review

158 of the 8,316 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2026, worth a combined $518M — down 9.5% from $572M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of CSV and 17 opened new positions — a net loss of 7 holders — while 42 trimmed existing stakes and 68 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $24.2M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $3.12M sold.

  • 158 institutional investors held Carriage Services (CSV) as of Q2 2026, down from 167 in Q1 2026.
  • Funds reported $518M of Carriage Services stock for Q2 2026, down 9.5% quarter-over-quarter.
  • 17 funds opened new Carriage Services positions in Q2 2026 and 24 closed out, a net change of -7 holders.
  • The largest Carriage Services buyer in Q2 2026 was T. Rowe Price Investment Management, an estimated $24.2M added.
  • The largest Carriage Services seller in Q2 2026 was Lazard Asset Management, an estimated $3.12M sold.

Based on aggregated 13F filings for Q2 2026.