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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
MAFA
301
MJT & Associates Financial Advisory
Minnesota
$3.12K
Optiver Holding
302
Optiver Holding
Netherlands
$2.68K
Barrow, Hanley, Mewhinney & Strauss
303
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.45K
CT
304
Clearstead Trust
Maine
$2.29K
HNB
305
Hilltop National Bank
Wyoming
$2.23K
S
306
SignatureFD
Georgia
$2.23K
WA
307
WPG Advisers
Maryland
$2.17K
TCOV
308
Trust Company of Vermont
Vermont
$1.9K
SS
309
SBI Securities
Japan
$1.73K
JWA
310
JFS Wealth Advisors
Pennsylvania
$1.67K
GA
311
Guerra Advisors
Florida
$1.67K
FMII
312
Farmers & Merchants Investments Inc
Nebraska
$1.62K
CWM
313
Consultiva Wealth Management
Puerto Rico
$1.51K
HPC
314
HM Payson & Co
Maine
$1.34K
NEWAS
315
N.E.W. Advisory Services
Wisconsin
$1.28K
SC
316
Swan Capital
Florida
$1.23K
TWD
317
True Wealth Design
Ohio
$1.23K
CA
318
Clearstead Advisors
Ohio
$1.17K
RWS
319
Retirement Wealth Solutions
Wisconsin
$1.12K
BGAI
320
Bruce G. Allen Investments
Colorado
$1.11K
HNB
321
Huntington National Bank
Ohio
$1.06K
PMAM
322
Picton Mahoney Asset Management
Ontario, Canada
$1K
CCM
323
Cloud Capital Management
Washington
$1K
BFS
324
Bare Financial Services
Pennsylvania
$892
SS
325
Sunbelt Securities
Texas
$781