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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
GWM
51
Geneos Wealth Management
Colorado
$59K +$27.5K +1,200 +100%
AF
52
Allworth Financial
California
$48K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$44.2K – – –
NA
54
NewEdge Advisors
Louisiana
$36.9K – – –
SW
55
SVB Wealth
Massachusetts
$33K +$30.9K +1,345 New
MLA
56
MB, Levis & Associates
Pennsylvania
$26K +$551 +24 +2%
UB
57
UMB Bank
Missouri
$19.7K – – –
AAG
58
Armstrong Advisory Group
Massachusetts
$16.5K – – –
CB
59
Community Bank
New York
$12.3K – – –
VNA
60
Valley National Advisers
Pennsylvania
$12K – – –
IA
61
IFP Advisors
Florida
$6.13K – – –
PTC
62
Private Trust Company
Ohio
$4.91K – – –
SHF
63
Safe Harbor Fiduciary
Florida
$4.91K – – –
SWIM
64
Smallwood Wealth Investment Management
New Jersey
$2.46K +$2.3K +100 New
FCMT
65
Founders Capital Management (Texas)
Texas
$1.11K +$23 +1 +2%
MCI
66
MRP Capital Investments
Georgia
$1.08K – – –
LF
67
Lee Financial
Texas
– -$396K -18,000 Closed
LDB
68
Lee, Danner & Bass
Tennessee
– -$11K -500 Closed
TRCT
69
Tower Research Capital (TRC)
New York
– -$7.35K -334 Closed
CAS
70
Coppell Advisory Solutions
Texas
– -$6.43K -297 Closed
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.