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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 %
AF
51
Allworth Financial
California
$48K – – –
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$44.2K – – –
NA
53
NewEdge Advisors
Louisiana
$36.9K – – –
SW
54
SVB Wealth
Massachusetts
$33K +$33K +1,345 New
MLA
55
MB, Levis & Associates
Pennsylvania
$26K +$590 +24 +2%
UB
56
UMB Bank
Missouri
$19.7K – – –
AAG
57
Armstrong Advisory Group
Massachusetts
$16.5K – – –
CB
58
Community Bank
New York
$12.3K – – –
VNA
59
Valley National Advisers
Pennsylvania
$12K – – –
IA
60
IFP Advisors
Florida
$6.13K – – –
SHF
61
Safe Harbor Fiduciary
Florida
$4.91K – – –
PTC
62
Private Trust Company
Ohio
$4.91K – – –
SWIM
63
Smallwood Wealth Investment Management
New Jersey
$2.46K +$2.46K +100 New
FCMT
64
Founders Capital Management (Texas)
Texas
$1.11K +$25 +1 +2%
MCI
65
MRP Capital Investments
Georgia
$1.08K – – –
LF
66
Lee Financial
Texas
– -$396K -18,000 Closed
LDB
67
Lee, Danner & Bass
Tennessee
– -$11K -500 Closed
TRCT
68
Tower Research Capital (TRC)
New York
– -$7.35K -334 Closed
CAS
69
Coppell Advisory Solutions
Texas
– -$6.43K -297 Closed
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