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Carriage Services

170 hedge funds and large institutions have $539M invested in Carriage Services in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 56 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 → $539M (-$5.84M)

11% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 56

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
170
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 +$3.87M
2 +$3.51M
3 +$2.34M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.92M
5
Two Sigma Investments
Two Sigma Investments
New York
+$1.77M

Top Sellers

1 -$2.3M
2 -$2.1M
3 -$1.98M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.91M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
126
Jones Financial Companies
Missouri
$45.6K
HNB
127
Huntington National Bank
Ohio
$44.5K
California State Teachers Retirement System (CalSTRS)
128
California State Teachers Retirement System (CalSTRS)
California
$44.1K
Simplex Trading
129
Simplex Trading
Illinois
$38K
SOADOR
130
State of Alaska Department of Revenue
Alaska
$37K
TRCT
131
Tower Research Capital (TRC)
New York
$32.6K
CA
132
Clearstead Advisors
Ohio
$29.8K
CIAM
133
Caitong International Asset Management
Hong Kong
$29.4K
WT
134
Whittier Trust
California
$28.7K
BBHC
135
Brown Brothers Harriman & Co
New York
$26.7K
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$26K
PE
137
Point72 Europe
United Kingdom
$23.6K
AB
138
Amalgamated Bank
New York
$20K
LFG
139
Larson Financial Group
Missouri
$19.7K
EWA
140
EverSource Wealth Advisors
Alabama
$15.7K
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6K
Rockefeller Capital Management
142
Rockefeller Capital Management
New York
$14.3K
MAM
143
Meeder Asset Management
Ohio
$13.7K
IA
144
IFP Advisors
Florida
$13.5K
OPTFSNA
145
Old Point Trust & Financial Services N A
Virginia
$13.4K
QCG
146
Quadrant Capital Group
Ohio
$12.5K
SIC
147
Salem Investment Counselors
North Carolina
$11K
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