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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
105
Holders Change
+3
Holders Change %
+2.94%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
37
Reduced
34
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
+$10.2M
2
WA
Wasatch Advisors
Utah
+$1.36M
3
American Century Companies
American Century Companies
Missouri
+$739K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$604K
5
UBS Group
UBS Group
Switzerland
+$580K

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$2.64M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$2.19M
3
LPL Financial
LPL Financial
California
-$993K
4
Morgan Stanley
Morgan Stanley
New York
-$535K
5
Millennium Management
Millennium Management
New York
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$11.5M -$132K -4,418 -1%
UBS Group
2
UBS Group
Switzerland
$10.5M +$580K +19,468 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.4M -$163K -5,484 -1%
WA
4
Wasatch Advisors
Utah
$8.51M +$1.36M +45,692 +17%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$7.25M -$2.19M -73,427 -21%
Ameriprise
6
Ameriprise
Minnesota
$6.83M -$2.64M -88,586 -26%
N
7
Nuveen
North Carolina
$6.8M +$10.2M +342,210 +3,051%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$6.53M +$604K +20,262 +9%
American Century Companies
9
American Century Companies
Missouri
$5.64M +$739K +24,791 +13%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.6M -$279K -9,355 -5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.16M +$318K +10,659 +7%
RIM
12
Ranger Investment Management
Texas
$4.14M -$11K -370 -0.2%
DLP
13
De Lisle Partners
United Kingdom
$3.98M – – –
Bank of New York Mellon
14
Bank of New York Mellon
New York
$3.52M -$130K -4,353 -3%
State Street
15
State Street
Massachusetts
$3.22M +$11.9K +400 +0.3%
LSV Asset Management
16
LSV Asset Management
Illinois
$3.05M +$304K +10,187 +10%
Boston Partners
17
Boston Partners
Massachusetts
$2.85M -$72.6K -2,437 -2%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$2.37M +$280K +9,383 +12%
Millennium Management
19
Millennium Management
New York
$1.92M -$350K -11,754 -14%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$1.74M -$9.45K -317 -0.5%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$1.59M +$39K +1,307 +2%
Northern Trust
22
Northern Trust
Illinois
$1.48M -$20.3K -680 -1%
PAIM
23
Punch & Associates Investment Management
Minnesota
$1.42M – – –
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$1.18M -$337K -11,299 -20%
Citadel Advisors
25
Citadel Advisors
Florida
$1.18M +$294K +9,864 +29%
1
2 3 4 5

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.