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Bread Financial

343 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, 114 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:

2% less repeat investments, than reductions

Existing positions increased: 114 | 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
343
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
SC
276
SouthState Corp
Florida
$11.8K
FDCDDQ
277
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7K
TC
278
Truvestments Capital
Florida
$11K
MG
279
Mather Group
Illinois
$10K
UB
280
UMB Bank
Missouri
$9.82K
IA
281
IFP Advisors
Florida
$8.98K
WANY
282
Wealthspire Advisors (New York)
New York
$8.98K
AAS
283
Ameritas Advisory Services
Nebraska
$8.6K
W
284
WealthCollab
Washington
$8.59K
LWMI
285
Legacy Wealth Management (Idaho)
Idaho
$8.42K
QC
286
Quent Capital
New York
$8.4K
LFG
287
Larson Financial Group
Missouri
$6.25K
APW
288
Aventura Private Wealth
Florida
$6.13K
CMBA
289
C.M. Bidwell & Associates
Hawaii
$6.13K
RFP
290
Root Financial Partners
California
$5.74K
FIM
291
FWL Investment Management
Texas
$5.63K
DB
292
Danske Bank
Denmark
$5.58K
PS
293
Principal Securities
Iowa
$5.41K
BIA
294
Bell Investment Advisors
California
$5.24K
HI
295
Harbour Investments
Wisconsin
$4.96K
MCM
296
Manchester Capital Management
Vermont
$4.68K
PWMG
297
Private Wealth Management Group
New Jersey
$4.46K
HWM
298
Hemington Wealth Management
Virginia
$4K
RIL
299
Rothschild Investment LLC
Illinois
$3.9K
FFO
300
Fortitude Family Office
Arizona
$3.9K