DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

DFS was delisted on the 18th of May, 2025.

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
426
MUFG Americas
New York
$1.07M -$437K -3,963 -29%
NCM
427
Narwhal Capital Management
Georgia
$1.07M +$89K +808 +9%
PCS
428
Personal CFO Solutions
New Jersey
$1.02M +$170K +1,539 +20%
CP
429
Covenant Partners
Tennessee
$1.01M -$243K -2,208 -19%
RP
430
Rowlandmiller & Partners
Georgia
$970K -$13.8K -125 -1%
PL
431
Polianta Ltd
Jersey
$969K -$363K -3,300 -27%
IB
432
Intrust Bank
Kansas
$962K -$5.84K -53 -0.6%
Walleye Trading
433
Walleye Trading
New York
$954K +$954K +8,659 New
AAM
434
Advisors Asset Management
Colorado
$951K -$216K -1,962 -19%
CA
435
Clearstead Advisors
Ohio
$950K +$950K +8,626 New
KRSITF
436
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$937K +$69.7K +632 +8%
BWM
437
Buckley Wealth Management
Nevada
$903K -$66.9K -607 -7%
SP
438
Symmetry Partners
Connecticut
$891K – – –
Brown Advisory
439
Brown Advisory
Maryland
$888K +$155K +1,405 +21%
AF
440
Advisornet Financial
Minnesota
$883K -$110 -1 -0%
SMC
441
Smith, Moore & Co
Missouri
$875K -$51.2K -465 -6%
SG Americas Securities
442
SG Americas Securities
New York
$870K -$130K -1,176 -13%
TWC
443
TD Waterhouse Canada
Ontario, Canada
$869K -$2.57K -21 -0.3%
SGAM
444
Smith Group Asset Management
Texas
$866K +$334K +3,031 +63%
MWM
445
MorganRosel Wealth Management
Colorado
$863K -$169K -1,530 -16%
TIA
446
Tiemann Investment Advisors
California
$854K – – –
JWBC
447
J.W. Burns & Co
New York
$847K – – –
ACA
448
Atlas Capital Advisors
Wyoming
$841K +$11K +100 +1%
LCM
449
LRT Capital Management
Texas
$840K +$840K +7,623 New
ARMT
450
Amica Retiree Medical Trust
Rhode Island
$839K -$273K -2,482 -25%
16 17
18
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