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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
DPW
326
DiNuzzo Private Wealth
Pennsylvania
$729
CJ
327
Caitlin John
Michigan
$669
CFD
328
Creative Financial Designs
Indiana
$558
CMA
329
Cedar Mountain Advisors
Oregon
$502
RF
330
Rossby Financial
Florida
$494
VWM
331
Vermillion Wealth Management
Minnesota
$446
SIC
332
SJS Investment Consulting
Ohio
$391
AWM
333
Abound Wealth Management
Tennessee
$224
JWM
334
JPL Wealth Management
Colorado
$224
BHWM
335
Bay Harbor Wealth Management
Maryland
$223
RWM
336
Rialto Wealth Management
New York
$168
HIA
337
HFM Investment Advisors
New Jersey
$167
ADL
338
Asset Dedication LLC
California
$112
Norges Bank
339
Norges Bank
Norway
Axa
340
Axa
France
Balyasny Asset Management
341
Balyasny Asset Management
Illinois
CCM
342
Cinctive Capital Management
New York
TPSF
343
Texas Permanent School Fund
Texas
JCIA
344
Jackson Creek Investment Advisors
Colorado
CCIA
345
Campbell & Co Investment Adviser
Maryland
AFS
346
Anderson Financial Strategies
Ohio
SFI
347
Susquehanna Fundamental Investments
Pennsylvania
ACM
348
Aquatic Capital Management
Illinois
GCM
349
Graham Capital Management
Connecticut
SSA
350
Sierra Summit Advisors
Nevada