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Bread Financial

338 hedge funds and large institutions have $2.71B invested in Bread Financial in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 114 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

2% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

2% less capital invested

Capital invested by funds: $2.76B → $2.71B (-$55.2M)

56% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $25.1M

Holders
338
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$11.2M
Puts
$25.1M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCDDQ
276
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
TC
277
Truvestments Capital
Florida
$11K
MG
278
Mather Group
Illinois
$10K
UB
279
UMB Bank
Missouri
$9.82K
WANY
280
Wealthspire Advisors (New York)
New York
$8.98K
AAS
281
Ameritas Advisory Services
Nebraska
$8.6K
W
282
WealthCollab
Washington
$8.59K
LWMI
283
Legacy Wealth Management (Idaho)
Idaho
$8.42K
QC
284
Quent Capital
New York
$8.4K
LFG
285
Larson Financial Group
Missouri
$6.25K
CMBA
286
C.M. Bidwell & Associates
Hawaii
$6.13K
RFP
287
Root Financial Partners
California
$5.74K
FIM
288
FWL Investment Management
Texas
$5.63K
DB
289
Danske Bank
Denmark
$5.58K
PS
290
Principal Securities
Iowa
$5.41K
BIA
291
Bell Investment Advisors
California
$5.24K
HI
292
Harbour Investments
Wisconsin
$4.96K
MCM
293
Manchester Capital Management
Vermont
$4.68K
PWMG
294
Private Wealth Management Group
New Jersey
$4.46K
HWM
295
Hemington Wealth Management
Virginia
$4K
RIL
296
Rothschild Investment LLC
Illinois
$3.9K
FFO
297
Fortitude Family Office
Arizona
$3.9K
BHWM
298
Beaird Harris Wealth Management
Texas
$3.77K
RTL
299
Red Tortoise LLC
Georgia
$3.35K
PFBT
300
Parkside Financial Bank & Trust
Missouri
$3.29K