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Carriage Services

171 hedge funds and large institutions have $538M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 51 increasing their positions, 55 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% less capital invested

Capital invested by funds: $545M → $538M (-$6.43M)

7% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 55

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
171
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$739K
Puts
$26K
Net Calls
Net Calls Change

Top Buyers

1 +$3.93M
2 +$3.56M
3 +$2.37M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.95M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.8M

Top Sellers

1 -$2.34M
2 -$2.14M
3 -$2.01M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.93M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.68M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
126
Huntington National Bank
Ohio
$44.5K
California State Teachers Retirement System (CalSTRS)
127
California State Teachers Retirement System (CalSTRS)
California
$44.1K
Simplex Trading
128
Simplex Trading
Illinois
$38K
SOADOR
129
State of Alaska Department of Revenue
Alaska
$37K
TRCT
130
Tower Research Capital (TRC)
New York
$32.6K
CA
131
Clearstead Advisors
Ohio
$29.8K
CIAM
132
Caitong International Asset Management
Hong Kong
$29.4K
WT
133
Whittier Trust
California
$28.7K
BBHC
134
Brown Brothers Harriman & Co
New York
$26.7K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$26K
PE
136
Point72 Europe
United Kingdom
$23.6K
AB
137
Amalgamated Bank
New York
$20K
LFG
138
Larson Financial Group
Missouri
$19.7K
EWA
139
EverSource Wealth Advisors
Alabama
$15.7K
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6K
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$14.3K
MAM
142
Meeder Asset Management
Ohio
$13.7K
OPTFSNA
143
Old Point Trust & Financial Services N A
Virginia
$13.4K
QCG
144
Quadrant Capital Group
Ohio
$12.5K
IA
145
IFP Advisors
Florida
$12K
SIC
146
Salem Investment Counselors
North Carolina
$11K
LSA
147
Leonteq Securities AG
Switzerland
$10.9K
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$10.9K
VCM
149
Versant Capital Management
Arizona
$7.35K
HCA
150
Harbor Capital Advisors
Illinois
$7K