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Bread Financial

338 hedge funds and large institutions have $2.71B invested in Bread Financial in 2025 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 112 increasing their positions, 114 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 repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 114

2% less capital invested

Capital invested by funds: $2.76B → $2.71B (-$55.2M)

56% less call options, than puts

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

Holders
338
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
YCM
151
Yousif Capital Management
Michigan
$931K
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$913K
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$888K
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$883K
KK
155
KLP Kapitalforvaltning
Norway
$870K
Verition Fund Management
156
Verition Fund Management
Connecticut
$867K
Lazard Asset Management
157
Lazard Asset Management
New York
$867K
NIMC
158
Nierenberg Investment Management Company
Washington
$858K
EGM
159
Engineers Gate Manager
New York
$857K
RCM
160
Radnor Capital Management
Pennsylvania
$844K
New York State Common Retirement Fund
161
New York State Common Retirement Fund
New York
$826K
LS
162
Livforsakringsbolaget Skandia
Sweden
$820K
SCM
163
Sterling Capital Management
North Carolina
$818K
ASRS
164
Arizona State Retirement System
Arizona
$810K
Natixis Advisors
165
Natixis Advisors
Massachusetts
$785K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$750K
AB
167
Amalgamated Bank
New York
$749K
TRSOTSOK
168
Teachers Retirement System of the State of Kentucky
Kentucky
$745K
PFSRSONJ
169
Police & Firemen's Retirement System of New Jersey
New Jersey
$720K
TIM
170
Thompson Investment Management
Wisconsin
$713K
SPC
171
Sigma Planning Corp
Michigan
$711K
Amundi
172
Amundi
France
$688K
Janney Montgomery Scott
173
Janney Montgomery Scott
Pennsylvania
$677K
Capstone Investment Advisors
174
Capstone Investment Advisors
New York
$664K
COPPSERS
175
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$662K