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Bread Financial
BFH

Overview Fund Activity

334 hedge funds and large institutions have $2.76B invested in Bread Financial in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+14
Holders Change %
+4.38%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
57
Increased
110
Reduced
122
Closed
39
Calls
$8.73M
Puts
$20.1M
Net Calls
-$11.4M
Net Calls Change
-$9.1M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$47M
2
Bank of America
Bank of America
North Carolina
$30.7M
3
Franklin Resources
Franklin Resources
California
$98.3M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$70.4M
5
Citadel Advisors
Citadel Advisors
Florida
$19.6M

Top Sellers

1
TCAM
Turtle Creek Asset Management
Ontario, Canada
$205M
2
BlackRock
BlackRock
New York
$253M
3
Vanguard Group
Vanguard Group
Pennsylvania
$299M
4
HSBC Holdings
HSBC Holdings
United Kingdom
$56.5M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
301
Quarry LP
New York
$3.14K -$33.4K -584 -91%
SC
302
Swan Capital
Florida
$2.57K +$2.57K +45 New
CT
303
Clearstead Trust
Maine
$2.34K +$2.34K +41 New
HNB
304
Hilltop National Bank
Wyoming
$2.29K +$2.29K +40 New
WA
305
WPG Advisers
Maryland
$2.23K – – –
LFG
306
Larson Financial Group
Missouri
$2.23K +$400 +7 +22%
S
307
SignatureFD
Georgia
$2K – – –
TCOV
308
Trust Company of Vermont
Vermont
$1.94K – – –
FMII
309
Farmers & Merchants Investments Inc
Nebraska
$1.77K – – –
JWA
310
JFS Wealth Advisors
Pennsylvania
$1.71K -$400 -7 -19%
CWM
311
Consultiva Wealth Management
Puerto Rico
$1.54K – – –
SC
312
Stephens Consulting
Michigan
$1.43K +$286 +5 +25%
NEWAS
313
N.E.W. Advisory Services
Wisconsin
$1.31K -$343 -6 -21%
TWD
314
True Wealth Design
Ohio
$1.26K -$57 -1 -4%
AF
315
Allworth Financial
California
$1.26K – – –
SO
316
Sierra Ocean
California
$1.2K – – –
SS
317
SBI Securities
Japan
$1.2K +$571 +10 +91%
BGAI
318
Bruce G. Allen Investments
Colorado
$1.14K -$286 -5 -20%
HNB
319
Huntington National Bank
Ohio
$1.09K – – –
BFS
320
Bare Financial Services
Pennsylvania
$914 – – –
DPW
321
DiNuzzo Private Wealth
Pennsylvania
$686 +$114 +2 +20%
CIAM
322
Caitong International Asset Management
Hong Kong
$571 -$57 -1 -9%
CFD
323
Creative Financial Designs
Indiana
$571 – – –
TIM
324
Total Investment Management
Arizona
$571 +$571 +10 New
SIC
325
SJS Investment Consulting
Ohio
$400 – – –
11 12
13
14 15