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CrossAmerica Partners
CAPL

Overview Fund Activity

65 hedge funds and large institutions have $225M invested in CrossAmerica Partners in 2025 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
10
Closed
4
Calls
$2.59M
Puts
$731K
Net Calls
+$1.86M
Net Calls Change
-$626K

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.17M
2
Morgan Stanley
Morgan Stanley
New York
+$1.24M
3
EA
Ellsworth Advisors
Ohio
+$648K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$535K
5
KPWS
Kestra Private Wealth Services
Texas
+$388K

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$1.14M
2
LF
Lee Financial
Texas
-$396K
3
Wells Fargo
Wells Fargo
California
-$328K
4
NW
NewEdge Wealth
Pennsylvania
-$97.2K
5
Mariner
Mariner
Kansas
-$91.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$555K – – –
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$535K +$535K +21,908 New
PTC
28
Philadelphia Trust Company
Pennsylvania
$516K – – –
ETC
29
Exchange Traded Concepts
Oklahoma
$494K -$3.44K -140 -0.7%
MBFW
30
Morton Brown Family Wealth
Pennsylvania
$494K – – –
IA
31
IFG Advisory
Georgia
$472K – – –
KPWS
32
Kestra Private Wealth Services
Texas
$388K +$388K +15,811 New
Wells Fargo
33
Wells Fargo
California
$379K -$328K -13,344 -46%
AWM
34
Apollon Wealth Management
South Carolina
$379K +$2.06K +84 +0.5%
BlackRock
35
BlackRock
New York
$356K – – –
AFG
36
American Financial Group
Ohio
$344K – – –
IG
37
ING Group
Netherlands
$319K – – –
Franklin Resources
38
Franklin Resources
California
$312K +$312K +12,700 New
Brown Advisory
39
Brown Advisory
Maryland
$296K +$639 +26 +0.2%
OWA
40
Outlook Wealth Advisors
Texas
$287K – – –
Osaic Holdings
41
Osaic Holdings
Arizona
$258K +$195K +7,950 +313%
SIMG
42
Sonora Investment Management Group
Arizona
$251K – – –
MOS
43
MGO One Seven
Ohio
$250K +$250K +10,172 New
PAG
44
Private Advisor Group
New Jersey
$205K +$205K +8,325 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$143K – – –
Bank of America
46
Bank of America
North Carolina
$134K +$20.7K +844 +18%
HCP
47
Hexagon Capital Partners
Arkansas
$93.4K – – –
EWA
48
EverSource Wealth Advisors
Alabama
$89.6K -$2.04K -83 -2%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
GWM
50
Geneos Wealth Management
Colorado
$59K +$29.5K +1,200 +100%
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