DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.61B
2
Citadel Advisors
Citadel Advisors
Florida
$256M
3
Millennium Management
Millennium Management
New York
$152M
4
Holocene Advisors
Holocene Advisors
New York
$90.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$217M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$577M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$729M
3
CGPCS
Capital Group Private Client Services
California
$226K
4
Geode Capital Management
Geode Capital Management
Massachusetts
$510M
5
Ameriprise
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCM
426
Ziegler Capital Management
Illinois
$890K -$59.8K -650 -6%
KRSITF
427
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$890K +$17.4K +191 +2%
SCM
428
Shelton Capital Management
Colorado
$889K -$193K -2,127 -18%
MAM
429
Martingale Asset Management
Massachusetts
$882K +$882K +9,697 New
EBWM
430
Eagle Bluffs Wealth Management
Missouri
$880K +$60.6K +666 +7%
CK
431
Cohen Klingenstein
New York
$873K – – –
ECM
432
Everence Capital Management
Indiana
$870K – – –
Impax Asset Management Group
433
Impax Asset Management Group
United Kingdom
$868K -$88.9K -977 -9%
Brown Advisory
434
Brown Advisory
Maryland
$866K +$66.1K +727 +8%
JWBC
435
J.W. Burns & Co
New York
$857K +$157K +1,730 +22%
RJT
436
Raymond James Trust
Florida
$854K -$39.1K -430 -4%
RP
437
Rowlandmiller & Partners
Georgia
$828K +$182 +2 +0%
RIA
438
Regal Investment Advisors
Michigan
$824K -$102K -1,121 -11%
PP
439
Prudential plc
United Kingdom
$820K -$763K -8,388 -48%
QCM
440
Quantinno Capital Management
New York
$804K +$55.7K +613 +7%
CP
441
Covenant Partners
Tennessee
$785K -$44.2K -486 -5%
IB
442
Intrust Bank
Kansas
$781K +$1.18K +13 +0.2%
PCS
443
Personal CFO Solutions
New Jersey
$771K +$173K +1,900 +29%
TF
444
TIAA FSB
Florida
$766K -$38.3K -422 -5%
BWM
445
Buckley Wealth Management
Nevada
$762K +$3.64K +40 +0.5%
DT
446
Diversified Trust
Tennessee
$745K +$135K +1,488 +22%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$743K +$57K +627 +8%
UCFA
448
United Capital Financial Advisors
Texas
$739K -$51.5K -566 -7%
CAG
449
Crestwood Advisors Group
Massachusetts
$727K +$727K +8,000 New
Lido Advisors
450
Lido Advisors
California
$717K -$1.63M -17,938 -69%
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