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Bread Financial
BFH

Overview Fund Activity

334 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, 110 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+14
Holders Change %
+4.38%
% of All Funds
4.48%
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
110
Reduced
122
Closed
39
Calls
$8.73M
Puts
$20.1M
Net Calls
-$11.4M
Net Calls Change
-$9.1M

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
Franklin Resources
3
Franklin Resources
California
$98.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$19.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
WWA
226
Wealth Watch Advisors
Colorado
$259K +$259K +26 New
Fidelity Investments
227
Fidelity Investments
Massachusetts
$258K -$1.32M -23,035 -84%
VI
228
Versor Investments
New York
$239K -$43.1K -754 -15%
QCM
229
QRG Capital Management
Illinois
$231K +$343 +6 +0.1%
AI
230
Atria Investments
North Carolina
$227K -$21.8K -382 -9%
AWS
231
Atria Wealth Solutions
New York
$226K +$226K +3,953 New
ECM
232
ExodusPoint Capital Management
New York
$224K +$224K +3,919 New
Corient Private Wealth
233
Corient Private Wealth
Florida
$220K +$220K +3,853 New
VI
234
Vestcor Inc
New Brunswick, Canada
$219K – – –
DS
235
DRW Securities
Illinois
$215K +$215K +3,772 New
MA
236
MJP Associates
Connecticut
$215K +$215K +3,771 New
AO
237
Advisor OS
Illinois
$215K +$215K +3,771 New
PWPS
238
Pinnacle Wealth Planning Services
Ohio
$210K +$210K +3,670 New
Commonwealth Equity Services
239
Commonwealth Equity Services
Massachusetts
$207K +$207K +3,624 New
HT
240
Headlands Technologies
Illinois
$184K +$184K +3,223 New
PMAM
241
Picton Mahoney Asset Management
Ontario, Canada
$182K +$181K +3,176 +13,233%
Osaic Holdings
242
Osaic Holdings
Arizona
$181K +$9.23K +151 +5%
GI
243
GAMMA Investing
California
$173K +$90K +1,576 +108%
FDP
244
Financiere des Professionnels
Quebec, Canada
$166K +$166K +2,898 New
CIBC Private Wealth Group
245
CIBC Private Wealth Group
Georgia
$147K -$286 -5 -0.2%
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$144K -$59.6K -1,042 -29%
Simplex Trading
247
Simplex Trading
Illinois
$120K +$117K +2,061 +4,480%
SG Americas Securities
248
SG Americas Securities
New York
$117K -$324K -5,668 -73%
C
249
Covestor
United Kingdom
$117K +$28.8K +507 +33%
KBC Group
250
KBC Group
Belgium
$93K -$28.8K -505 -24%
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