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Carriage Services

158 hedge funds and large institutions have $545M invested in Carriage Services in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
158
Holders Change
+4
Holders Change %
+2.6%
% 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
26
Increased
55
Reduced
50
Closed
20
Calls
$1.06M
Puts
Net Calls
+$1.06M
Net Calls Change
+$611K
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
126
Brown Brothers Harriman & Co
New York
$27.4K
Jones Financial Companies
127
Jones Financial Companies
Missouri
$21.9K +$15K +326 +219%
AB
128
Amalgamated Bank
New York
$21K
LFG
129
Larson Financial Group
Missouri
$20.3K +$15.5K +339 +326%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$16.1K -$2.65K -58 -14%
OPTFSNA
131
Old Point Trust & Financial Services N A
Virginia
$13.7K
IA
132
IFP Advisors
Florida
$13.4K -$1.48K -27 -10%
SIC
133
Salem Investment Counselors
North Carolina
$11.3K
PNC Financial Services Group
134
PNC Financial Services Group
Pennsylvania
$11.2K +$5.76K +126 +106%
JSAM
135
J. Safra Asset Management
New York
$11K +$11K +239 New
National Bank of Canada
136
National Bank of Canada
Quebec, Canada
$8.04K -$6.95K -152 -46%
HCA
137
Harbor Capital Advisors
Illinois
$8K -$1.64K -34 -17%
VCM
138
Versant Capital Management
Arizona
$7.55K
EWA
139
EverSource Wealth Advisors
Alabama
$6.13K +$5.67K +124 +1,240%
ANBT
140
American National Bank & Trust
Texas
$4.57K +$4.57K +100 New
GI
141
GAMMA Investing
California
$4.39K +$549 +12 +14%
Federated Hermes
142
Federated Hermes
Pennsylvania
$3.8K -$4.71K -103 -55%
AF
143
Allworth Financial
California
$2.7K +$1.88K +41 +228%
KG
144
Kilter Group
New York
$2.43K +$2.43K +53 New
Nisa Investment Advisors
145
Nisa Investment Advisors
Missouri
$2.38K
SAM
146
Smartleaf Asset Management
Massachusetts
$2.26K -$1.7K -37 -43%
RIL
147
Rothschild Investment LLC
Illinois
$1.6K +$915 +20 +133%
SCM
148
Sterling Capital Management
North Carolina
$1.56K -$1.65K -36 -51%
Comerica Bank
149
Comerica Bank
Texas
$1.46K +$1.46K +32 New
NECFA
150
New England Capital Financial Advisors
Connecticut
$1.43K