CAPL icon

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 %
Invesco
1
Invesco
Georgia
$141M – – –
Mirae Asset Global ETFs Holdings
2
Mirae Asset Global ETFs Holdings
Hong Kong
$14.3M +$367K +14,948 +3%
ClearBridge Investments
3
ClearBridge Investments
New York
$11.6M – – –
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$10.9M +$2.17M +88,507 +25%
Raymond James Financial
5
Raymond James Financial
Florida
$7.1M +$124K +5,060 +2%
First Trust Advisors
6
First Trust Advisors
Illinois
$4.84M -$1.14M -46,581 -19%
QPWM
7
Quadrant Private Wealth Management
Pennsylvania
$4.06M +$17.7K +719 +0.4%
Blackstone Inc
8
Blackstone Inc
New York
$2.75M +$73.7K +3,000 +3%
LPL Financial
9
LPL Financial
California
$2.58M -$63.5K -2,586 -2%
Mariner
10
Mariner
Kansas
$2.55M -$91.2K -3,710 -3%
Morgan Stanley
11
Morgan Stanley
New York
$2.41M +$1.24M +50,370 +106%
USCWA
12
U.S. Capital Wealth Advisors
Texas
$1.97M – – –
NW
13
NewEdge Wealth
Pennsylvania
$1.65M -$97.2K -3,958 -6%
BI
14
Bramshill Investments
Florida
$1.19M +$958 +39 +0.1%
Stifel Financial
15
Stifel Financial
Missouri
$1.06M -$29.5K -1,199 -3%
Goldman Sachs
16
Goldman Sachs
New York
$959K +$33.8K +1,375 +4%
GCP
17
GSA Capital Partners
United Kingdom
$929K +$34.3K +1,397 +4%
UBS Group
18
UBS Group
Switzerland
$914K +$314K +12,788 +52%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$752K +$252K +10,269 +51%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$718K +$11.5K +470 +2%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$692K -$19.6K -798 -3%
EA
22
Ellsworth Advisors
Ohio
$648K +$648K +26,387 New
Citadel Advisors
23
Citadel Advisors
Florida
$634K +$355K +14,451 +127%
Corient Private Wealth
24
Corient Private Wealth
Florida
$625K – – –
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$586K -$48.5K -1,972 -8%
1
2 3