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CrossAmerica Partners
CAPL

66 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

254% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $731K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

14% more capital invested

Capital invested by funds: $197M → $225M (+$28.2M)

5% more funds holding

Funds holding: 63 → 66 (+3)

0.56% more ownership

Funds ownership: 23.54% → 24.11% (+0.56%)

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% 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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$2.03M
2
Morgan Stanley
Morgan Stanley
New York
+$1.16M
3
EA
Ellsworth Advisors
Ohio
+$606K
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$503K
5
KPWS
Kestra Private Wealth Services
Texas
+$363K

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$1.07M
2
LF
Lee Financial
Texas
-$396K
3
Wells Fargo
Wells Fargo
California
-$306K
4
NW
NewEdge Wealth
Pennsylvania
-$90.9K
5
Mariner
Mariner
Kansas
-$85.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$555K – – –
Acadian Asset Management
27
Acadian Asset Management
Massachusetts
$535K +$503K +21,908 New
PTC
28
Philadelphia Trust Company
Pennsylvania
$516K – – –
ETC
29
Exchange Traded Concepts
Oklahoma
$494K -$3.21K -140 -0.7%
MBFW
30
Morton Brown Family Wealth
Pennsylvania
$494K – – –
IA
31
IFG Advisory
Georgia
$472K – – –
SA
32
Sanctuary Advisors
Indiana
$431K – – –
KPWS
33
Kestra Private Wealth Services
Texas
$388K +$363K +15,811 New
Wells Fargo
34
Wells Fargo
California
$379K -$306K -13,344 -46%
AWM
35
Apollon Wealth Management
South Carolina
$379K +$1.93K +84 +0.5%
BlackRock
36
BlackRock
New York
$356K – – –
AFG
37
American Financial Group
Ohio
$344K – – –
IG
38
ING Group
Netherlands
$319K – – –
Franklin Resources
39
Franklin Resources
California
$312K +$292K +12,700 New
Brown Advisory
40
Brown Advisory
Maryland
$296K +$597 +26 +0.2%
OWA
41
Outlook Wealth Advisors
Texas
$287K – – –
Osaic Holdings
42
Osaic Holdings
Arizona
$258K +$183K +7,950 +313%
SIMG
43
Sonora Investment Management Group
Arizona
$251K – – –
MOS
44
MGO One Seven
Ohio
$250K +$234K +10,172 New
PAG
45
Private Advisor Group
New Jersey
$205K +$191K +8,325 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$143K – – –
Bank of America
47
Bank of America
North Carolina
$134K +$19.4K +844 +18%
HCP
48
Hexagon Capital Partners
Arkansas
$93.4K – – –
EWA
49
EverSource Wealth Advisors
Alabama
$89.6K -$1.91K -83 -2%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
1
2
3

CAPL Hedge Fund Activity: Q1 2025 in Review

66 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q1 2025, worth a combined $225M — up 14% from $197M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new CAPL positions and 4 closed out — a net gain of 4 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $2.03M. The largest seller was First Trust Advisors, cutting an estimated $1.07M.

  • 66 institutional investors held CrossAmerica Partners (CAPL) as of Q1 2025, up from 63 in Q4 2024.
  • Funds reported $225M of CrossAmerica Partners stock for Q1 2025, up 14% quarter-over-quarter.
  • 8 funds opened new CrossAmerica Partners positions in Q1 2025 and 4 closed out, a net change of +4 holders.
  • The largest CrossAmerica Partners buyer in Q1 2025 was JP Morgan Chase, an estimated $2.03M added.
  • The largest CrossAmerica Partners seller in Q1 2025 was First Trust Advisors, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2025.