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Bread Financial
BFH

Overview Fund Activity

334 hedge funds and large institutions have $2.76B invested in Bread Financial in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 110 increasing their positions, 122 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
334
Holders Change
+14
Holders Change %
+4.38%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
57
Increased
110
Reduced
122
Closed
39
Calls
$8.73M
Puts
$20.1M
Net Calls
-$11.4M
Net Calls Change
-$9.1M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$47M
2
Bank of America
2
Bank of America
North Carolina
$30.7M
3
Franklin Resources
3
Franklin Resources
California
$98.3M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$70.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$19.6M

Top Sellers

1
TCAM
1
Turtle Creek Asset Management
Ontario, Canada
$205M
2
BlackRock
2
BlackRock
New York
$253M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$299M
4
HSBC Holdings
4
HSBC Holdings
United Kingdom
$56.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$59.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HW
201
Hancock Whitney
Mississippi
$415K +$21.4K +375 +5%
MAM
202
Meeder Asset Management
Ohio
$413K – – –
HCMT
203
Highland Capital Management (Tennessee)
Tennessee
$408K -$3.83K -67 -0.9%
GCP
204
GSA Capital Partners
United Kingdom
$397K +$397K +6,942 New
IQI
205
Integrated Quantitative Investments
Washington
$377K -$1.22M -21,300 -76%
TRCT
206
Tower Research Capital (TRC)
New York
$374K +$295K +5,171 +374%
NAAA
207
New Age Alpha Advisors
New York
$360K -$50K -876 -12%
PCM
208
Polymer Capital Management
New York
$353K +$353K +6,177 New
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$344K – – –
Cambridge Investment Research Advisors
210
Cambridge Investment Research Advisors
Iowa
$344K +$344K +6,015 New
MOACM
211
Mutual of America Capital Management
New York
$342K -$66.8K -1,169 -16%
Mariner
212
Mariner
Kansas
$337K -$63.8K -1,116 -16%
Pathstone Holdings
213
Pathstone Holdings
New Jersey
$330K +$330K +5,785 New
CWM
214
CIBC World Markets
New York
$329K -$302K -5,280 -48%
Skandinaviska Enskilda Banken (SEB)
215
Skandinaviska Enskilda Banken (SEB)
Sweden
$323K – – –
Cerity Partners
216
Cerity Partners
New York
$321K +$39.5K +692 +14%
RFG
217
Range Financial Group
Oregon
$314K +$28.8K +504 +10%
Wealth Enhancement Advisory Services
218
Wealth Enhancement Advisory Services
Minnesota
$310K +$310K +5,129 New
JC
219
JBF Capital
Colorado
$286K – – –
PCA
220
Pallas Capital Advisors
Massachusetts
$285K +$3.31K +58 +1%
VT
221
Vise Technologies
New York
$281K +$281K +4,911 New
IC
222
Innealta Capital
Texas
$277K – – –
AIP
223
Ameritas Investment Partners
Nebraska
$272K -$24.8K -434 -8%
CIBC Asset Management
224
CIBC Asset Management
Ontario, Canada
$267K – – –
Cetera Investment Advisers
225
Cetera Investment Advisers
Illinois
$264K +$264K +4,616 New
7 8
9
10 11