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Carriage Services
CSV

161 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 54 increasing their positions, 51 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

22% more capital invested

Capital invested by funds: $448M → $545M (+$97.3M)

3% more funds holding

Funds holding: 157 → 161 (+4)

2.11% more ownership

Funds ownership: 73.8% → 75.91% (+2.1%)

6% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+4
Holders Change %
+2.55%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
54
Reduced
51
Closed
21
Calls
$1.06M
Puts
–
Net Calls
+$1.06M
Net Calls Change
+$611K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.93M
2
BlackRock
BlackRock
New York
+$2.78M
3
SCP
Seizert Capital Partners
Michigan
+$2.23M
4
Ameriprise
Ameriprise
Minnesota
+$2.21M
5
TI
Trexquant Investment
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.11M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.53M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.9M
4
N
Nuveen
North Carolina
-$1.68M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$4.41M -$936K -22,430 -19%
RFC
27
Regions Financial Corp
Alabama
$4.3M +$930K +22,284 +31%
Universal-Beteiligungs- und Servicegesellschaft
28
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.09M – – –
Two Sigma Investments
29
Two Sigma Investments
New York
$3.86M +$1.54M +36,915 +78%
Qube Research & Technologies (QRT)
30
Qube Research & Technologies (QRT)
United Kingdom
$3.75M +$685K +16,406 +25%
DDPIC
31
Deroy & Devereaux Private Investment Counsel
Michigan
$3.62M -$92.3K -2,210 -3%
Jacobs Levy Equity Management
32
Jacobs Levy Equity Management
New Jersey
$3.53M -$65.4K -1,566 -2%
JCP
33
JB Capital Partners
New York
$3.24M – – –
T. Rowe Price Associates
34
T. Rowe Price Associates
Maryland
$3.23M +$90.2K +2,160 +3%
N
35
Nuveen
North Carolina
$3.07M -$1.68M -40,134 -37%
LPL Financial
36
LPL Financial
California
$2.81M -$3.11M -74,517 -55%
SCP
37
Seizert Capital Partners
Michigan
$2.45M +$2.23M +53,514 New
NIG
38
NFJ Investment Group
Texas
$2.44M -$13.9K -333 -0.6%
Bank of America
39
Bank of America
North Carolina
$2.4M +$1.24M +29,692 +130%
MMM
40
Mendel Money Management
Illinois
$2.39M -$179K -4,290 -8%
TI
41
Trexquant Investment
Connecticut
$2.38M +$1.83M +43,777 +528%
Goldman Sachs
42
Goldman Sachs
New York
$2.32M +$335K +8,018 +19%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.95M +$125K +3,001 +8%
Norges Bank
44
Norges Bank
Norway
$1.85M +$1.69M +40,400 New
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$1.83M +$169K +4,039 +11%
CCIA
46
Campbell & Co Investment Adviser
Maryland
$1.6M +$1.46M +35,046 New
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.56M +$1.42M +33,962 New
UBS Group
48
UBS Group
Switzerland
$1.52M +$986K +23,609 +246%
Lazard Asset Management
49
Lazard Asset Management
New York
$1.5M +$1.37M +32,833 New
AWM
50
Axxcess Wealth Management
California
$1.48M +$1.35M +32,261 New
1
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3 4 5

CSV Hedge Fund Activity: Q2 2025 in Review

161 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q2 2025, worth a combined $545M — up 22% from $448M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new CSV positions and 21 closed out — a net gain of 6 holders — while 54 added to existing stakes and 51 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.93M. The largest seller was LPL Financial, cutting an estimated $3.11M.

  • 161 institutional investors held Carriage Services (CSV) as of Q2 2025, up from 157 in Q1 2025.
  • Funds reported $545M of Carriage Services stock for Q2 2025, up 22% quarter-over-quarter.
  • 27 funds opened new Carriage Services positions in Q2 2025 and 21 closed out, a net change of +6 holders.
  • The largest Carriage Services buyer in Q2 2025 was Fidelity Investments, an estimated $5.93M added.
  • The largest Carriage Services seller in Q2 2025 was LPL Financial, an estimated $3.11M sold.

Based on aggregated 13F filings for Q2 2025.