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Bread Financial

344 hedge funds and large institutions have $2.71B invested in Bread Financial in 2025 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 115 increasing their positions, 116 reducing their positions, and 45 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:

1% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 116

2% less capital invested

Capital invested by funds: $2.76B → $2.71B (-$53.7M)

56% less call options, than puts

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

Holders
344
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
FFA
276
Frazier Financial Advisors
Ohio
$12.4K
SC
277
SouthState Corp
Florida
$11.8K
FDCDDQ
278
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
TC
279
Truvestments Capital
Florida
$11K
MG
280
Mather Group
Illinois
$10K
UB
281
UMB Bank
Missouri
$9.82K
IA
282
IFP Advisors
Florida
$8.98K
WANY
283
Wealthspire Advisors (New York)
New York
$8.98K
AAS
284
Ameritas Advisory Services
Nebraska
$8.6K
W
285
WealthCollab
Washington
$8.59K
LWMI
286
Legacy Wealth Management (Idaho)
Idaho
$8.42K
QC
287
Quent Capital
New York
$8.4K
LFG
288
Larson Financial Group
Missouri
$6.25K
APW
289
Aventura Private Wealth
Florida
$6.13K
CMBA
290
C.M. Bidwell & Associates
Hawaii
$6.13K
RFP
291
Root Financial Partners
California
$5.74K
FIM
292
FWL Investment Management
Texas
$5.63K
DB
293
Danske Bank
Denmark
$5.58K
PS
294
Principal Securities
Iowa
$5.41K
BIA
295
Bell Investment Advisors
California
$5.24K
HI
296
Harbour Investments
Wisconsin
$4.96K
MCM
297
Manchester Capital Management
Vermont
$4.68K
PWMG
298
Private Wealth Management Group
New Jersey
$4.46K
HWM
299
Hemington Wealth Management
Virginia
$4K
RIL
300
Rothschild Investment LLC
Illinois
$3.9K