Karat Packaging
KRT
105 hedge funds and large institutions have $138M invested in Karat Packaging in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 37 increasing their positions, 34 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
3% more funds holding
Funds holding: 102 → 105 (+3)
1.22% more ownership
Funds ownership: 25.23% → 26.45% (+1.2%)
9% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 34
9% less capital invested
Capital invested by funds: $153M → $138M (-$14.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$10.2M |
| 2 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$1.36M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$739K |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$604K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$580K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.64M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$2.19M |
| 3 |
LPL Financial
San Diego,
California
|
-$993K |
| 4 |
Morgan Stanley
New York
|
-$535K |
| 5 |
Millennium Management
New York
|
-$350K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
101
IFP Advisors
Tampa,
Florida
| $80 | – | – | – |
|
|
TWD
102
True Wealth Design
Akron,
Ohio
| $80 | +$89 | +3 | New |
|
|
SS
103
SBI Securities
Tokyo,
Japan
| $53 | – | – | – |
|
|
HNB
104
Huntington National Bank
Columbus,
Ohio
| $27 | – | – | – |
|
|
105
LPL Financial
San Diego,
California
| – | -$993K | -32,809 | Closed |
|
|
ETC
106
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| – | -$291K | -9,625 | Closed |
|
|
RS
107
R Squared
Central,
Hong Kong
| – | -$19.4K | -640 | Closed |
|
108
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$3.9K | -131 | -94% |
|
|
QCG
109
Quadrant Capital Group
Cincinnati,
Ohio
| – | -$1.15K | -38 | Closed |
|
KRT Hedge Fund Activity: Q1 2025 in Review
105 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Karat Packaging (KRT) for Q1 2025, worth a combined $138M — down 9.5% from $153M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new KRT positions and 4 closed out — a net gain of 3 holders — while 37 added to existing stakes and 34 trimmed.
The largest buyer was Nuveen, adding an estimated $10.2M. The largest seller was Ameriprise, cutting an estimated $2.64M.
- 105 institutional investors held Karat Packaging (KRT) as of Q1 2025, up from 102 in Q4 2024.
- Funds reported $138M of Karat Packaging stock for Q1 2025, down 9.5% quarter-over-quarter.
- 7 funds opened new Karat Packaging positions in Q1 2025 and 4 closed out, a net change of +3 holders.
- The largest Karat Packaging buyer in Q1 2025 was Nuveen, an estimated $10.2M added.
- The largest Karat Packaging seller in Q1 2025 was Ameriprise, an estimated $2.64M sold.
Based on aggregated 13F filings for Q1 2025.