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CrossAmerica Partners

59 hedge funds and large institutions have $185M invested in CrossAmerica Partners in 2025 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

18,067% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $6K

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

0.19% less ownership

Funds ownership: 23.82%23.63% (-0.19%)

3% less capital invested

Capital invested by funds: $191M → $185M (-$5.46M)

11% less funds holding

Funds holding: 6659 (-7)

88% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 8

Holders
59
Holders Change
-7
Holders Change %
-10.61%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
22
Reduced
12
Closed
8
Calls
$1.09M
Puts
$6K
Net Calls
+$1.08M
Net Calls Change
-$43K
Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
26
Morton Brown Family Wealth
Pennsylvania
$336K +$130K +6,317 +63%
AWM
27
Apollon Wealth Management
South Carolina
$331K
ETC
28
Exchange Traded Concepts
Oklahoma
$323K -$55.8K -2,713 -15%
AFG
29
American Financial Group
Ohio
$309K
Truist Financial
30
Truist Financial
North Carolina
$299K
OWA
31
Outlook Wealth Advisors
Texas
$253K
Brown Advisory
32
Brown Advisory
Maryland
$250K +$637 +31 +0.3%
Franklin Resources
33
Franklin Resources
California
$227K
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$153K +$49.8K +2,422 +49%
Wells Fargo
35
Wells Fargo
California
$128K +$38.4K +1,869 +43%
CIBC Private Wealth Group
36
CIBC Private Wealth Group
Georgia
$92.7K
EWA
37
EverSource Wealth Advisors
Alabama
$71.1K
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$70K +$18.2K +887 +35%
Osaic Holdings
39
Osaic Holdings
Arizona
$44.9K -$220K -10,710 -83%
AF
40
Allworth Financial
California
$41.2K
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$33K -$173K -8,423 -84%
NA
42
NewEdge Advisors
Louisiana
$30.9K
EB
43
Eastern Bank
Massachusetts
$25.8K
GWM
44
Geneos Wealth Management
Colorado
$24.7K
MLA
45
MB, Levis & Associates
Pennsylvania
$23.4K +$555 +27 +2%
HNB
46
Hilltop National Bank
Wyoming
$20.6K
AAG
47
Armstrong Advisory Group
Massachusetts
$17K +$391 +19 +2%
UB
48
UMB Bank
Missouri
$16.5K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$14.4K -$20.6K -1,000 -59%
VNA
50
Valley National Advisers
Pennsylvania
$10K

CAPL Hedge Fund Activity: Q4 2025 in Review

59 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in CrossAmerica Partners (CAPL) for Q4 2025, worth a combined $185M — down 2.9% from $191M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of CAPL and 1 opened new positions — a net loss of 7 holders — while 12 trimmed existing stakes and 22 added.

The largest buyer was Corient Private Wealth, adding an estimated $514K. The largest seller was Cambridge Investment Research Advisors, exiting entirely with an estimated $797K sold.

  • 59 institutional investors held CrossAmerica Partners (CAPL) as of Q4 2025, down from 66 in Q3 2025.
  • Funds reported $185M of CrossAmerica Partners stock for Q4 2025, down 2.9% quarter-over-quarter.
  • 1 fund opened new CrossAmerica Partners positions in Q4 2025 and 8 closed out, a net change of -7 holders.
  • The largest CrossAmerica Partners buyer in Q4 2025 was Corient Private Wealth, an estimated $514K added.
  • The largest CrossAmerica Partners seller in Q4 2025 was Cambridge Investment Research Advisors, an estimated $797K sold.

Based on aggregated 13F filings for Q4 2025.