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Bread Financial
BFH

Overview Fund Activity

324 hedge funds and large institutions have $2.98B invested in Bread Financial in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 104 increasing their positions, 124 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
324
Holders Change
–
Holders Change %
0%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
50
Increased
104
Reduced
124
Closed
47
Calls
$10.4M
Puts
$9.06M
Net Calls
+$1.37M
Net Calls Change
+$52.7M

Top Buyers

1
Point72 Asset Management
1
Point72 Asset Management
Connecticut
$28.2M
2
UBS Group
2
UBS Group
Switzerland
$25.4M
3
Franklin Resources
3
Franklin Resources
California
$73.7M
4
GLA
4
Great Lakes Advisors
Illinois
$15.6M
5
ACL
5
Azora Capital LP
Florida
$13.5M

Top Sellers

1
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$228M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$78.2M
3
Invesco
3
Invesco
Georgia
$22.5M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$7.31M
5
Bank of America
5
Bank of America
North Carolina
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWMI
276
Legacy Wealth Management (Idaho)
Idaho
$11K +$1.68K +27 +18%
MG
277
Mather Group
Illinois
$11K – – –
Jones Financial Companies
278
Jones Financial Companies
Missouri
$10.6K +$8.96K +147 +544%
W
279
WealthCollab
Washington
$9.4K – – –
MCM
280
MAI Capital Management
Ohio
$9.34K +$9.34K +153 New
QC
281
Quent Capital
New York
$8.34K -$365 -6 -4%
UB
282
UMB Bank
Missouri
$7.21K +$244 +4 +4%
CAS
283
Coppell Advisory Solutions
Texas
$6.94K -$23.9K -390 -78%
PS
284
Principal Securities
Iowa
$6.9K – – –
CMBA
285
C.M. Bidwell & Associates
Hawaii
$6.72K – – –
FFA
286
Farther Finance Advisors
California
$5.74K +$550 +9 +11%
BIA
287
Bell Investment Advisors
California
$5.07K -$3.85K -63 -43%
FFO
288
Fortitude Family Office
Arizona
$5.07K – – –
PWMG
289
Private Wealth Management Group
New Jersey
$4.89K – – –
TWD
290
True Wealth Design
Ohio
$4.46K +$672 +11 +18%
BHWM
291
Beaird Harris Wealth Management
Texas
$4.13K – – –
QL
292
Quarry LP
New York
$3.73K -$22.2K -363 -86%
RTL
293
Red Tortoise LLC
Georgia
$3.66K – – –
WA
294
WPG Advisers
Maryland
$3.54K +$3.54K +58 New
HI
295
Harbour Investments
Wisconsin
$3.21K – – –
RIL
296
Rothschild Investment LLC
Illinois
$3.05K – – –
HWM
297
Hemington Wealth Management
Virginia
$3K -$3.74K -76 -55%
IA
298
IFP Advisors
Florida
$2.32K +$305 +5 +15%
JWA
299
JFS Wealth Advisors
Pennsylvania
$2.26K +$183 +3 +9%
FMII
300
Farmers & Merchants Investments Inc
Nebraska
$2.2K – – –
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