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Karat Packaging
KRT

124 hedge funds and large institutions have $145M invested in Karat Packaging in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 53 increasing their positions, 28 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 28

2.14% more ownership

Funds ownership: 29.84% → 31.98% (+2.1%)

0% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 25

4% less capital invested

Capital invested by funds: $151M → $145M (-$6.03M)

2% less funds holding

Funds holding: 126 → 124 (-2)

Holders
124
Holders Change
-2
Holders Change %
-1.59%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
53
Reduced
28
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.35M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
+$2.64M
3
CAMG
CWA Asset Management Group
Florida
+$2.46M
4
NSIM
North Star Investment Management
Illinois
+$1.41M
5
AQR Capital Management
AQR Capital Management
Connecticut
+$1.24M

Top Sellers

Rank Fund Capital Flow
1
WA
Wasatch Advisors
Utah
-$6.53M
2
Marshall Wace
Marshall Wace
United Kingdom
-$1.9M
3
Millennium Management
Millennium Management
New York
-$1.57M
4
UBS Group
UBS Group
Switzerland
-$1.41M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$1.49M -$1.41M -60,710 -48%
Morgan Stanley
27
Morgan Stanley
New York
$1.43M +$208K +8,996 +16%
PAIM
28
Punch & Associates Investment Management
Minnesota
$1.41M +$25.5K +1,100 +2%
NSIM
29
North Star Investment Management
Illinois
$1.38M +$1.41M +61,000 New
Goldman Sachs
30
Goldman Sachs
New York
$1.27M +$374K +16,169 +40%
JP Morgan Chase
31
JP Morgan Chase
New York
$1.13M +$332K +14,347 +40%
Renaissance Technologies
32
Renaissance Technologies
New York
$1.09M -$113K -4,900 -9%
OSAM
33
O'Shaughnessy Asset Management
Connecticut
$1.01M -$431K -18,619 -29%
Barclays
34
Barclays
United Kingdom
$965K +$25.5K +1,102 +3%
Citadel Advisors
35
Citadel Advisors
Florida
$962K +$222K +9,577 +29%
HF
36
HRT Financial
New York
$928K +$722K +31,206 +314%
LSV Asset Management
37
LSV Asset Management
Illinois
$781K – – –
Qube Research & Technologies (QRT)
38
Qube Research & Technologies (QRT)
United Kingdom
$737K -$261K -11,269 -26%
Wellington Management Group
39
Wellington Management Group
Massachusetts
$711K +$729K +31,500 New
First Trust Advisors
40
First Trust Advisors
Illinois
$617K +$11.8K +508 +2%
EGM
41
Engineers Gate Manager
New York
$613K +$73.4K +3,170 +13%
Los Angeles Capital Management
42
Los Angeles Capital Management
California
$583K -$258K -11,138 -31%
RWM
43
Ritholtz Wealth Management
New York
$564K -$337K -14,577 -37%
Charles Schwab
44
Charles Schwab
California
$550K +$116 +5 +0%
Stifel Financial
45
Stifel Financial
Missouri
$515K +$9.21K +398 +2%
Corient Private Wealth
46
Corient Private Wealth
Florida
$512K +$211K +9,099 +67%
Victory Capital Management
47
Victory Capital Management
Texas
$471K +$121K +5,209 +33%
II
48
Inspire Investing
Idaho
$469K +$57.8K +2,496 +14%
GCP
49
GSA Capital Partners
United Kingdom
$429K +$86.6K +3,740 +25%
Lazard Asset Management
50
Lazard Asset Management
New York
$423K -$1.01M -43,527 -70%
1
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KRT Hedge Fund Activity: Q4 2025 in Review

124 of the 8,228 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q4 2025, worth a combined $145M — down 4% from $151M a quarter earlier.

Fund positioning in KRT was balanced in Q4 2025: 25 funds opened new positions, 25 closed out, 53 added to existing stakes and 28 trimmed.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $5.35M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $6.53M sold.

  • 124 institutional investors held Karat Packaging (KRT) as of Q4 2025, down from 126 in Q3 2025.
  • Funds reported $145M of Karat Packaging stock for Q4 2025, down 4% quarter-over-quarter.
  • 25 funds opened new Karat Packaging positions in Q4 2025 and 25 closed out, a net change of 0 holders.
  • The largest Karat Packaging buyer in Q4 2025 was Bank of Montreal, an estimated $5.35M added.
  • The largest Karat Packaging seller in Q4 2025 was Wasatch Advisors, an estimated $6.53M sold.

Based on aggregated 13F filings for Q4 2025.