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Bread Financial
BFH

Overview Fund Activity

330 hedge funds and large institutions have $2.76B invested in Bread Financial in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 109 increasing their positions, 121 reducing their positions, and 39 closing their positions.

Holders
330
Holders Change
+10
Holders Change %
+3.13%
% of All Funds
4.43%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
57
Increased
109
Reduced
121
Closed
39
Calls
$6.37M
Puts
$12.2M
Net Calls
-$5.88M
Net Calls Change
-$3.57M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$47M
2
Bank of America
2
Bank of America
North Carolina
$30.7M
3
Norges Bank
3
Norges Bank
Norway
$16.6M
4
Franklin Resources
4
Franklin Resources
California
$98.3M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$70.4M

Top Sellers

1
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$205M
2
BlackRock
2
BlackRock
New York
$253M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$299M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$56.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$59.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M 5,242,835 -283,744 -5%
BlackRock
2
BlackRock
New York
$253M 4,427,733 -384,892 -8%
TCAM
3
Turtle Creek Asset Management
Ontario, Canada
$205M 3,594,596 -410,151 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$175M 3,059,861 -32,229 -1%
State Street
5
State Street
Massachusetts
$110M 1,923,450 -58,145 -3%
Franklin Resources
6
Franklin Resources
California
$98.3M 1,720,613 +248,401 +17%
American Century Companies
7
American Century Companies
Missouri
$85.2M 1,490,745 +28,901 +2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$70.4M 1,233,121 +247,437 +25%
Jacobs Levy Equity Management
9
Jacobs Levy Equity Management
New Jersey
$67.8M 1,186,467 -19,907 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$64.9M 1,135,784 -54,700 -5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$59.8M 1,046,941 -273,477 -21%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$56.5M 978,946 -274,891 -22%
Goldman Sachs
13
Goldman Sachs
New York
$53.1M 929,858 +193,254 +26%
Morgan Stanley
14
Morgan Stanley
New York
$52.1M 912,957 +52,753 +6%
Victory Capital Management
15
Victory Capital Management
Texas
$47M 822,600 +729,393 +783%
Pzena Investment Management
16
Pzena Investment Management
New York
$45.7M 800,143 +71,939 +10%
Macquarie Group
17
Macquarie Group
Australia
$45.4M 795,150 -2,888 -0.4%
Charles Schwab
18
Charles Schwab
California
$39.1M 683,789 +3,778 +0.6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$37.3M 652,856 +164,540 +34%
Deutsche Bank
20
Deutsche Bank
Germany
$36.9M 645,332 -61,034 -9%
Northern Trust
21
Northern Trust
Illinois
$32.2M 564,543 -42,003 -7%
Bank of America
22
Bank of America
North Carolina
$30.7M 537,656 +380,039 +241%
Invesco
23
Invesco
Georgia
$28.3M 495,585 -33,464 -6%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$26.3M 460,423 -4,381 -0.9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$25M 438,106 -10,049 -2%
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