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Bread Financial
BFH

Overview Fund Activity

320 hedge funds and large institutions have $2.44B invested in Bread Financial in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 108 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
320
Holders Change
-4
Holders Change %
-1.23%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
45
Increased
115
Reduced
108
Closed
45
Calls
$4.35M
Puts
$6.66M
Net Calls
-$2.3M
Net Calls Change
-$3.67M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$18.9M
2
Franklin Resources
Franklin Resources
California
+$13.3M
3
TCAM
Turtle Creek Asset Management
Ontario, Canada
+$13.2M
4
BCM
Basswood Capital Management
New York
+$8.92M
5
Invesco
Invesco
Georgia
+$8.04M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$16.1M
2
ACL
Azora Capital LP
Florida
-$13.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$11.8M
4
UBS Group
UBS Group
Switzerland
-$11.5M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$11M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
26
Nuveen LLC
North Carolina
$18.5M +$18.5M +287,263 New
BCM
27
Bridgeway Capital Management
Texas
$17.9M -$5.77M -115,315 -24%
Millennium Management
28
Millennium Management
New York
$17.3M +$5.5M +109,864 +47%
Ameriprise
29
Ameriprise
Minnesota
$16.6M +$1.7M +33,982 +11%
MVP
30
Miller Value Partners
Florida
$15.5M +$289K +5,775 +2%
MMA
31
Mizuho Markets Americas
New York
$15.4M +$3.73M +74,423 +32%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$13.5M +$3.44M +68,673 +34%
LSV Asset Management
33
LSV Asset Management
Illinois
$13.3M -$992K -19,800 -7%
GLA
34
Great Lakes Advisors
Illinois
$12.6M -$203K -4,058 -2%
Principal Financial Group
35
Principal Financial Group
Iowa
$12.2M +$171K +3,416 +1%
Point72 Asset Management
36
Point72 Asset Management
Connecticut
$11.3M -$11.8M -236,352 -51%
Prudential Financial
37
Prudential Financial
New Jersey
$11.3M +$4.59M +91,650 +69%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$10.9M +$3.06M +61,047 +39%
Nomura Holdings
39
Nomura Holdings
Japan
$10.7M +$1.92M +38,430 +22%
Hotchkis & Wiley Capital Management
40
Hotchkis & Wiley Capital Management
California
$10.5M -$1.18M -23,480 -10%
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$9.44M -$4.49M -89,619 -32%
UBS Group
42
UBS Group
Switzerland
$9.37M -$11.5M -229,237 -55%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$9.33M -$855K -17,071 -8%
EF
44
Empowered Funds
Pennsylvania
$9.27M -$1,000K -19,963 -10%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$9.26M +$3.06M +61,092 +49%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$8.99M +$5.88M +117,329 +188%
BCM
47
Basswood Capital Management
New York
$8.92M +$8.92M +178,025 New
QT
48
Quantbot Technologies
New York
$8.43M +$6.82M +136,239 +425%
UBS AM
49
UBS AM
Illinois
$7.9M +$232K +4,624 +3%
Bank of America
50
Bank of America
North Carolina
$7.89M +$4.91M +97,951 +164%
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