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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
FFO
301
Fortitude Family Office
Arizona
$3.9K
BHWM
302
Beaird Harris Wealth Management
Texas
$3.77K
RTL
303
Red Tortoise LLC
Georgia
$3.35K
PFBT
304
Parkside Financial Bank & Trust
Missouri
$3.29K
MAFA
305
MJT & Associates Financial Advisory
Minnesota
$3.12K
Optiver Holding
306
Optiver Holding
Netherlands
$2.68K
Barrow, Hanley, Mewhinney & Strauss
307
Barrow, Hanley, Mewhinney & Strauss
Texas
$2.45K
CT
308
Clearstead Trust
Maine
$2.29K
HNB
309
Hilltop National Bank
Wyoming
$2.23K
S
310
SignatureFD
Georgia
$2.23K
WA
311
WPG Advisers
Maryland
$2.17K
TCOV
312
Trust Company of Vermont
Vermont
$1.9K
AF
313
Allworth Financial
California
$1.84K
SS
314
SBI Securities
Japan
$1.73K
JWA
315
JFS Wealth Advisors
Pennsylvania
$1.67K
GA
316
Guerra Advisors
Florida
$1.67K
FMII
317
Farmers & Merchants Investments Inc
Nebraska
$1.62K
CWM
318
Consultiva Wealth Management
Puerto Rico
$1.51K
HPC
319
HM Payson & Co
Maine
$1.34K
NEWAS
320
N.E.W. Advisory Services
Wisconsin
$1.28K
SC
321
Swan Capital
Florida
$1.23K
TWD
322
True Wealth Design
Ohio
$1.23K
CA
323
Clearstead Advisors
Ohio
$1.17K
RWS
324
Retirement Wealth Solutions
Wisconsin
$1.12K
BGAI
325
Bruce G. Allen Investments
Colorado
$1.11K