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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
MSWM
351
Mowery & Schoenfeld Wealth Management
Illinois
$2.1K
CWM
352
Consultiva Wealth Management
Puerto Rico
$2.02K
BTI
353
Blue Trust Inc
Georgia
$1.95K
HPC
354
HM Payson & Co
Maine
$1.8K
FMII
355
Farmers & Merchants Investments Inc
Nebraska
$1.8K
BFS
356
Bare Financial Services
Pennsylvania
$1.8K
AA
357
Ancora Advisors
Ohio
$1.72K
NEWAS
358
N.E.W. Advisory Services
Wisconsin
$1.72K
MAFA
359
MJT & Associates Financial Advisory
Minnesota
$1.65K
GFA
360
Godfrey Financial Associates
New York
$1.65K
SS
361
SBI Securities
Japan
$1.57K
TCM
362
Triumph Capital Management
Colorado
$1.57K
KG
363
Kilter Group
New York
$1.5K
BGAI
364
Bruce G. Allen Investments
Colorado
$1.5K
RWS
365
Retirement Wealth Solutions
Wisconsin
$1.42K
SIC
366
SJS Investment Consulting
Ohio
$1.27K
RWM
367
Rialto Wealth Management
New York
$1.05K
HNB
368
Huntington National Bank
Ohio
$1.05K
SS
369
Sunbelt Securities
Texas
$1.05K
CJ
370
Caitlin John
Michigan
$899
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$878
DPW
372
DiNuzzo Private Wealth
Pennsylvania
$824
PWMG
373
Prestige Wealth Management Group
New Jersey
$824
CFD
374
Creative Financial Designs
Indiana
$749
GWM
375
Gilpin Wealth Management
Colorado
$749