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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
FFO
326
Fortitude Family Office
Arizona
$7.12K
BIA
327
Bell Investment Advisors
California
$7.04K
CIAM
328
Caitong International Asset Management
Hong Kong
$7.04K
SIS
329
Sound Income Strategies
Florida
$6.44K
MCM
330
Manchester Capital Management
Vermont
$6.29K
PWMG
331
Private Wealth Management Group
New Jersey
$5.99K
KFAS
332
Keating Financial Advisory Services
Kansas
$5.99K
HI
333
Harbour Investments
Wisconsin
$5.62K
CMA
334
Cedar Mountain Advisors
Oregon
$5.54K
CFO
335
CVA Family Office
Colorado
$5.47K
ACM
336
Aster Capital Management
United Arab Emirates
$5.36K
BHWM
337
Beaird Harris Wealth Management
Texas
$5.07K
PJC
338
Phillip James Consulting
Minnesota
$5K
TM
339
Torren Management
California
$4.58K
RTL
340
Red Tortoise LLC
Georgia
$4.49K
PFBT
341
Parkside Financial Bank & Trust
Missouri
$4.42K
OCWP
342
Owl Creek Wealth Partners
Colorado
$4.12K
WPA
343
Wealth Preservation Advisors
Tennessee
$3.97K
RF
344
Rossby Financial
Florida
$3.83K
JWA
345
JFS Wealth Advisors
Pennsylvania
$3.37K
WA
346
WPG Advisers
Maryland
$3.15K
BL
347
BFSG LLC
California
$2.62K
S
348
SignatureFD
Georgia
$2.62K
Group One Trading
349
Group One Trading
Illinois
$2.62K
TWD
350
True Wealth Design
Ohio
$2.47K