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Karat Packaging

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: 126124 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AB
101
Amalgamated Bank
New York
$6K +$741 +32 +13%
Bessemer Group
102
Bessemer Group
New Jersey
$5K +$5.63K +243 New
1IA
103
1620 Investment Advisors
Massachusetts
$3.39K
FFA
104
Farther Finance Advisors
California
$3.39K +$3.47K +150 New
IA
105
IFP Advisors
Florida
$3.02K +$2.08K +90 +205%
Optiver Holding
106
Optiver Holding
Netherlands
$2.57K
UBS AM
107
UBS AM
Illinois
$2.53K +$2.59K +112 New
NA
108
NewEdge Advisors
Louisiana
$2.35K
HCA
109
Harbor Capital Advisors
Illinois
$2K -$46 -2 -2%
EP
110
Essential Partners
California
$1.85K +$1.32K +57 +228%
EWA
111
EverSource Wealth Advisors
Alabama
$1.51K +$1.37K +59 +738%
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$1.47K -$23 -1 -2%
AF
113
Allworth Financial
California
$1.29K +$208 +9 +19%
SCM
114
Sterling Capital Management
North Carolina
$1.26K +$810 +35 +167%
C
115
Covestor
United Kingdom
$1K -$93 -4 -9%
SIC
116
SJS Investment Consulting
Ohio
$881 +$903 +39 New
Jones Financial Companies
117
Jones Financial Companies
Missouri
$790 +$810 +35 New
RIL
118
Rothschild Investment LLC
Illinois
$564 +$579 +25 New
TWD
119
True Wealth Design
Ohio
$520 +$23 +1 +5%
SS
120
SBI Securities
Japan
$451 +$417 +18 +900%
MCM
121
MAI Capital Management
Ohio
$362 +$370 +16 New
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$226
SS
123
Sunbelt Securities
Texas
$45 -$23 -1 -33%
HNB
124
Huntington National Bank
Ohio
$23
WA
125
Wasatch Advisors
Utah
-$6.53M -259,186 Closed

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.