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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.93M |
| 2 |
BlackRock
New York
|
+$2.78M |
| 3 |
SCP
Seizert Capital Partners
Birmingham,
Michigan
|
+$2.23M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.21M |
| 5 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$3.11M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.53M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.9M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$1.68M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QT
176
Quantbot Technologies
New York
| – | -$155K | -3,993 | Closed |
|
|
JFGIW
177
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| – | -$42.6K | -1,100 | Closed |
|
|
QCG
178
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$11.1K | -286 | Closed |
|
|
CA
179
CoreCap Advisors
Southfield,
Michigan
| – | -$9.11K | -235 | Closed |
|
|
CCM
180
Coldstream Capital Management
Bellevue,
Washington
| – | -$5.27K | -136 | Closed |
|
181
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$78 | -2 | Closed |
|
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.