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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
Victory Capital Management
Texas
$47M
2
Bank of America
Bank of America
North Carolina
$30.7M
3
Franklin Resources
Franklin Resources
California
$98.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$70.4M
5
Citadel Advisors
Citadel Advisors
Florida
$19.6M

Top Sellers

1
TCAM
Turtle Creek Asset Management
Ontario, Canada
$205M
2
BlackRock
BlackRock
New York
$253M
3
Vanguard Group
Vanguard Group
Pennsylvania
$299M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$56.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$13.3K -$970 -17 -7%
SS
277
Sunbelt Securities
Texas
$12.9K -$61 -1 -0.5%
SC
278
SouthState Corp
Florida
$12.1K +$12.1K +212 New
SO
279
STRS Ohio
Ohio
$11.4K -$62.8K -1,100 -85%
TC
280
Truvestments Capital
Florida
$11.3K – – –
TPWA
281
Twin Peaks Wealth Advisors
California
$10.8K +$10.8K +179 New
IA
282
IFP Advisors
Florida
$10.5K +$7.55K +99 +261%
UB
283
UMB Bank
Missouri
$10.1K -$114 -2 -1%
AAS
284
Ameritas Advisory Services
Nebraska
$9.58K +$9.58K +168 New
W
285
WealthCollab
Washington
$8.8K – – –
GWM
286
Geneos Wealth Management
Colorado
$7.43K +$3.49K +61 +88%
MCM
287
Manchester Capital Management
Vermont
$7.2K – – –
CMBA
288
C.M. Bidwell & Associates
Hawaii
$6.28K – – –
PS
289
Principal Securities
Iowa
$5.54K -$914 -16 -14%
BIA
290
Bell Investment Advisors
California
$5.37K +$628 +11 +13%
RIL
291
Rothschild Investment LLC
Illinois
$5.14K -$1.43K -25 -22%
PWMG
292
Private Wealth Management Group
New Jersey
$4.57K – – –
MAFA
293
MJT & Associates Financial Advisory
Minnesota
$4.46K – – –
KIM
294
Kestra Investment Management
Texas
$4.46K +$4.46K +78 New
SIS
295
Sound Income Strategies
Florida
$4.28K +$4.28K +75 New
HWM
296
Hemington Wealth Management
Virginia
$4K +$337 +7 +9%
FFO
297
Fortitude Family Office
Arizona
$4K -$742 -13 -16%
BHWM
298
Beaird Harris Wealth Management
Texas
$3.87K – – –
RTL
299
Red Tortoise LLC
Georgia
$3.43K – – –
PFBT
300
Parkside Financial Bank & Trust
Missouri
$3.37K +$857 +15 +34%
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