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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
BlackRock
1
BlackRock
New York
$12.9M +$340K +14,691 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.5M +$787K +33,990 +7%
PAMP
3
Polar Asset Management Partners
Ontario, Canada
$7.09M +$2.64M +114,204 +57%
RIM
4
Ranger Investment Management
Texas
$6.79M -$505K -21,837 -7%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$6.57M -$1.07M -46,166 -14%
American Century Companies
6
American Century Companies
Missouri
$6.11M +$274K +11,847 +5%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$5.22M +$5.35M +231,107 New
DLP
8
De Lisle Partners
United Kingdom
$5.17M
KI
9
KTF Investments
California
$5.07M +$5.2M +224,850 New
Geode Capital Management
10
Geode Capital Management
Massachusetts
$4.72M +$216K +9,345 +5%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$4.54M +$559K +24,151 +14%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$4.27M +$212K +9,147 +5%
Millennium Management
13
Millennium Management
New York
$4.16M -$1.57M -67,740 -27%
Boston Partners
14
Boston Partners
Massachusetts
$3.61M +$409K +17,663 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.57M +$249K +10,769 +7%
State Street
16
State Street
Massachusetts
$3.19M +$237K +10,243 +8%
Two Sigma Investments
17
Two Sigma Investments
New York
$2.97M +$696K +30,080 +30%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$2.55M +$188K +8,101 +8%
HIIFS
19
Harel Insurance Investments & Financial Services
Israel
$2.43M +$1.16M +50,178 +87%
CAMG
20
CWA Asset Management Group
Florida
$2.4M +$2.46M +106,265 New
AQR Capital Management
21
AQR Capital Management
Connecticut
$2.38M +$1.24M +53,512 +103%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$2.27M +$206K +8,895 +10%
TI
23
Trexquant Investment
Connecticut
$1.91M +$927K +40,043 +90%
Two Sigma Advisers
24
Two Sigma Advisers
New York
$1.84M +$155K +6,700 +9%
Northern Trust
25
Northern Trust
Illinois
$1.73M -$59.7K -2,578 -3%

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.