Carriage Services
CSV
157 hedge funds and large institutions have $448M invested in Carriage Services in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 41 increasing their positions, 60 reducing their positions, and 16 closing their positions.
177% more call options, than puts
Call options by funds: $698K | Put options by funds: $252K
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
3% more funds holding
Funds holding: 153 → 157 (+4)
1.92% more ownership
Funds ownership: 71.88% → 73.8% (+1.9%)
3% more capital invested
Capital invested by funds: $436M → $448M (+$11.5M)
32% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$71.2M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.63M |
| 3 |
MHP
Manatuck Hill Partners
Westport,
Connecticut
|
+$3.57M |
| 4 |
LPL Financial
San Diego,
California
|
+$2.95M |
| 5 |
DLP
De Lisle Partners
Poole,
United Kingdom
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.3M |
| 2 |
PP
Praetorian PR
Rincon,
Puerto Rico
|
-$3.19M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.76M |
| 4 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
-$2.39M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
-$2.17M |
CSV Hedge Fund Activity: Q1 2025 in Review
157 of the 7,471 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q1 2025, worth a combined $448M — up 2.6% from $436M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CSV positions and 16 closed out — a net gain of 4 holders — while 41 added to existing stakes and 60 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $71.2M. The largest seller was Ameriprise, cutting an estimated $43.3M.
- 157 institutional investors held Carriage Services (CSV) as of Q1 2025, up from 153 in Q4 2024.
- Funds reported $448M of Carriage Services stock for Q1 2025, up 2.6% quarter-over-quarter.
- 20 funds opened new Carriage Services positions in Q1 2025 and 16 closed out, a net change of +4 holders.
- The largest Carriage Services buyer in Q1 2025 was Fidelity Investments, an estimated $71.2M added.
- The largest Carriage Services seller in Q1 2025 was Ameriprise, an estimated $43.3M sold.
Based on aggregated 13F filings for Q1 2025.