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Bread Financial

388 hedge funds and large institutions have $3.24B invested in Bread Financial in 2026 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 124 increasing their positions, 135 reducing their positions, and 39 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 funds holding in top 10

Funds holding in top 10:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.04% less ownership

Funds ownership: 102.54%100.5% (-2%)

6% less capital invested

Capital invested by funds: $3.47B → $3.24B (-$222M)

11% less call options, than puts

Call options by funds: $4.25M | Put options by funds: $4.79M

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.25M
Puts
$4.79M
Net Calls
Net Calls Change

Top Buyers

1 +$23.2M
2 +$14.7M
3 +$14.2M
4
Principal Financial Group
Principal Financial Group
Iowa
+$13.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$10.8M

Top Sellers

1 -$64.9M
2 -$38.3M
3 -$35.7M
4
Deutsche Bank
Deutsche Bank
Germany
-$31.2M
5
Morgan Stanley
Morgan Stanley
New York
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
301
Root Financial Partners
California
$24.3K
NA
302
NewEdge Advisors
Louisiana
$23K
UB
303
UMB Bank
Missouri
$23K
LWMI
304
Legacy Wealth Management (Idaho)
Idaho
$20.6K
Northwestern Mutual Wealth Management
305
Northwestern Mutual Wealth Management
Wisconsin
$17.7K
FFA
306
Frazier Financial Advisors
Ohio
$17.6K
IA
307
IFP Advisors
Florida
$16.3K
SC
308
SouthState Corp
Florida
$15.9K
TC
309
Truvestments Capital
Florida
$14.8K
EB
310
Eastern Bank
Massachusetts
$14.2K
LFG
311
Larson Financial Group
Missouri
$14.2K
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$13.9K
EP
313
Essential Partners
California
$13.8K
MG
314
Mather Group
Illinois
$13.5K
VWA
315
Valued Wealth Advisors
Utah
$12.8K
TPWA
316
Twin Peaks Wealth Advisors
California
$11.7K
W
317
WealthCollab
Washington
$11.5K
RIL
318
Rothschild Investment LLC
Illinois
$11.4K
IWS
319
Intentional Wealth Strategies
Colorado
$11.2K
QC
320
Quent Capital
New York
$10.3K
DWM
321
Dogwood Wealth Management
Kansas
$8.99K
FIM
322
FWL Investment Management
Texas
$8.46K
APW
323
Aventura Private Wealth
Florida
$8.24K
DB
324
Danske Bank
Denmark
$7.49K
Barrow, Hanley, Mewhinney & Strauss
325
Barrow, Hanley, Mewhinney & Strauss
Texas
$7.34K