Bread Financial
324 hedge funds and large institutions have $2.47B invested in Bread Financial in 2025 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 116 increasing their positions, 111 reducing their positions, and 46 closing their positions.
1.6% more ownership
Funds ownership: 98.66% → 100.26% (+1.6%)
5% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 111
4% less first-time investments, than exits
New positions opened: 44 | Existing positions closed: 46
1% less funds holding
Funds holding: 328 → 324 (-4)
18% less capital invested
Capital invested by funds: $3B → $2.47B (-$528M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
35% less call options, than puts
Call options by funds: $4.35M | Put options by funds: $6.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$21.4M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$15M |
| 3 |
TCAM
Turtle Creek Asset Management
Toronto,
Ontario, Canada
|
+$15M |
| 4 |
BCM
Basswood Capital Management
New York
|
+$10.1M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$18.3M |
| 2 |
ACL
Azora Capital LP
Miami,
Florida
|
-$13.5M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$13.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$13M |
| 5 |
Neuberger Berman Group
New York
|
-$12.4M |
BFH Hedge Fund Activity: Q1 2025 in Review
324 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Bread Financial (BFH) for Q1 2025, worth a combined $2.47B — down 18% from $3B a quarter earlier.
Sellers outnumbered buyers: 46 funds closed out of BFH and 44 opened new positions — a net loss of 2 holders — while 111 trimmed existing stakes and 116 added.
The largest buyer was Goldman Sachs, adding an estimated $21.4M. The largest seller was Vanguard Group, cutting an estimated $18.3M.
- 324 institutional investors held Bread Financial (BFH) as of Q1 2025, down from 328 in Q4 2024.
- Funds reported $2.47B of Bread Financial stock for Q1 2025, down 18% quarter-over-quarter.
- 44 funds opened new Bread Financial positions in Q1 2025 and 46 closed out, a net change of -2 holders.
- The largest Bread Financial buyer in Q1 2025 was Goldman Sachs, an estimated $21.4M added.
- The largest Bread Financial seller in Q1 2025 was Vanguard Group, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2025.