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Bread Financial

341 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, 113 increasing their positions, 117 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 capital invested

Capital invested by funds: $2.76B → $2.71B (-$55.8M)

3% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 117

56% less call options, than puts

Call options by funds: $11.2M | Put options by funds: $25.1M

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