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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
HNB
326
Huntington National Bank
Ohio
$1.06K
PMAM
327
Picton Mahoney Asset Management
Ontario, Canada
$1K
CCM
328
Cloud Capital Management
Washington
$1K
BFS
329
Bare Financial Services
Pennsylvania
$892
SS
330
Sunbelt Securities
Texas
$781
DPW
331
DiNuzzo Private Wealth
Pennsylvania
$729
CJ
332
Caitlin John
Michigan
$669
CFD
333
Creative Financial Designs
Indiana
$558
CMA
334
Cedar Mountain Advisors
Oregon
$502
RF
335
Rossby Financial
Florida
$494
VWM
336
Vermillion Wealth Management
Minnesota
$446
SIC
337
SJS Investment Consulting
Ohio
$391
KG
338
Kilter Group
New York
$335
AWM
339
Abound Wealth Management
Tennessee
$224
JWM
340
JPL Wealth Management
Colorado
$224
BHWM
341
Bay Harbor Wealth Management
Maryland
$223
RWM
342
Rialto Wealth Management
New York
$168
HIA
343
HFM Investment Advisors
New Jersey
$167
ADL
344
Asset Dedication LLC
California
$112
Norges Bank
345
Norges Bank
Norway
Axa
346
Axa
France
Balyasny Asset Management
347
Balyasny Asset Management
Illinois
CCM
348
Cinctive Capital Management
New York
JCIA
349
Jackson Creek Investment Advisors
Colorado
CCIA
350
Campbell & Co Investment Adviser
Maryland