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Carriage Services
CSV

Overview Fund Activity

154 hedge funds and large institutions have $447M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+3
Holders Change %
+1.99%
% of All Funds
2.09%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
41
Reduced
58
Closed
16
Calls
$698K
Puts
$252K
Net Calls
+$446K
Net Calls Change
-$797K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$85.7M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$3.55M
3
MHP
3
Manatuck Hill Partners
Connecticut
$5.62M
4
LPL Financial
4
LPL Financial
California
$5.27M
5
DLP
5
De Lisle Partners
United Kingdom
$7.15M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$16.4M
2
PP
2
Praetorian PR
Puerto Rico
$0
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$25.8M
4
HA
4
Heartland Advisors
Wisconsin
$10.6M
5
HIM
5
Hillsdale Investment Management
Ontario, Canada
$260K
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
126
Old Point Trust & Financial Services N A
Virginia
$11.6K – – –
QCG
127
Quadrant Capital Group
Ohio
$11.1K – – –
Simplex Trading
128
Simplex Trading
Illinois
$11K -$425K -11,585 -97%
IA
129
IFP Advisors
Florida
$10.6K – – –
SIC
130
Salem Investment Counselors
North Carolina
$9.61K – – –
CA
131
CoreCap Advisors
Michigan
$9.11K +$9.11K +235 New
HCA
132
Harbor Capital Advisors
Illinois
$8K +$40 +1 +0.5%
Federated Hermes
133
Federated Hermes
Pennsylvania
$7.21K +$2.4K +62 +50%
VCM
134
Versant Capital Management
Arizona
$6.39K – – –
Jones Financial Companies
135
Jones Financial Companies
Missouri
$5.78K +$3.84K +99 +198%
CCM
136
Coldstream Capital Management
Washington
$5.27K +$5.27K +136 New
A
137
AlphaQuest
New York
$4.65K -$298K -7,700 -98%
PNC Financial Services Group
138
PNC Financial Services Group
Pennsylvania
$4.61K +$194 +5 +4%
LFG
139
Larson Financial Group
Missouri
$4.03K +$4.03K +104 New
SAM
140
Smartleaf Asset Management
Massachusetts
$3.34K – – –
GI
141
GAMMA Investing
California
$3.26K +$1.74K +45 +115%
SCM
142
Sterling Capital Management
North Carolina
$2.71K -$2.09K -54 -44%
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$2.02K – – –
NECFA
144
New England Capital Financial Advisors
Connecticut
$1.21K – – –
FFA
145
Farther Finance Advisors
California
$774 – – –
AF
146
Allworth Financial
California
$704 – – –
LC
147
Lindbrook Capital
California
$659 – – –
RIL
148
Rothschild Investment LLC
Illinois
$581 +$194 +5 +50%
EWA
149
EverSource Wealth Advisors
Alabama
$388 +$155 +4 +67%
PA
150
Parallel Advisors
California
$310 – – –
3 4 5
6
7