Carriage Services
CSV
155 hedge funds and large institutions have $502M invested in Carriage Services in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 28 closing their positions.
1.6% less ownership
Funds ownership: 77% → 75.4% (-1.6%)
7% less capital invested
Capital invested by funds: $538M → $502M (-$36.2M)
10% less funds holding
Funds holding: 172 → 155 (-17)
12% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 57
46% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$5.06M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.53M |
| 3 |
Lazard Asset Management
New York
|
+$1.53M |
| 4 |
TI
Trexquant Investment
Stamford,
Connecticut
|
+$1.23M |
| 5 |
IIM
Ironwood Investment Management
Boston,
Massachusetts
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$3.87M |
| 2 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
-$2.05M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$1.92M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
-$1.85M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.61M |
CSV Hedge Fund Activity: Q4 2025 in Review
155 of the 8,263 institutional investors tracked by Wall St. Rank reported a position in Carriage Services (CSV) for Q4 2025, worth a combined $502M — down 6.7% from $538M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CSV and 15 opened new positions — a net loss of 13 holders — while 57 trimmed existing stakes and 50 added.
The largest buyer was Millennium Management, adding an estimated $5.06M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $3.87M sold.
- 155 institutional investors held Carriage Services (CSV) as of Q4 2025, down from 172 in Q3 2025.
- Funds reported $502M of Carriage Services stock for Q4 2025, down 6.7% quarter-over-quarter.
- 15 funds opened new Carriage Services positions in Q4 2025 and 28 closed out, a net change of -13 holders.
- The largest Carriage Services buyer in Q4 2025 was Millennium Management, an estimated $5.06M added.
- The largest Carriage Services seller in Q4 2025 was Assenagon Asset Management, an estimated $3.87M sold.
Based on aggregated 13F filings for Q4 2025.