DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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898 hedge funds and large institutions have $18.2B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 343 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-68
Holders Change %
-7.04%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
87
Increased
313
Reduced
343
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$744M
2
BWA
2
Brave Warrior Advisors
New York
$206M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Citadel Advisors
4
Citadel Advisors
Florida
$97.2M
5
PCM
5
Palestra Capital Management
New York
$81.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$249K
4
Ameriprise
4
Ameriprise
Minnesota
$85.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
426
Brown Advisory
Maryland
$849K +$20K +231 +2%
ASN
427
Advisory Services Network
Georgia
$839K +$175K +2,015 +26%
TIAA Trust, National Association
428
TIAA Trust, National Association
North Carolina
$837K +$837K +9,663 New
Carson Wealth (CWM LLC)
429
Carson Wealth (CWM LLC)
Nebraska
$832K +$41K +474 +5%
CK
430
Cohen Klingenstein
New York
$832K – – –
EF
431
Empirical Finance
Pennsylvania
$824K +$51K +589 +7%
RSA
432
River Street Advisors
Illinois
$822K +$35.5K +410 +5%
BWM
433
Buckley Wealth Management
Nevada
$819K +$7.36K +85 +0.9%
SPIA
434
Steward Partners Investment Advisory
New York
$819K +$16.4K +189 +2%
PL
435
Perpetual Ltd
Australia
$817K +$817K +9,428 New
JWBC
436
J.W. Burns & Co
New York
$816K – – –
Capstone Investment Advisors
437
Capstone Investment Advisors
New York
$816K +$791K +9,136 +3,217%
AWS
438
Atria Wealth Solutions
New York
$813K -$138K -1,594 -15%
OPS
439
Orion Portfolio Solutions
Nebraska
$800K -$51.8K -598 -6%
BCI
440
Brinker Capital Investments
Pennsylvania
$800K -$51.8K -598 -6%
KRSITF
441
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$794K +$4.42K +51 +0.6%
SW
442
SVB Wealth
Massachusetts
$789K -$59.8K -690 -7%
SS
443
Simplicity Solutions
Minnesota
$786K -$101K -1,163 -11%
RJT
444
Raymond James Trust
Florida
$767K +$6.5K +75 +0.9%
LNC
445
Lincoln National Corp
Pennsylvania
$767K +$18.4K +212 +2%
NB
446
Norinchukin Bank
Japan
$753K -$341K -3,934 -31%
VIM
447
Vista Investment Management
Pennsylvania
$751K +$33K +381 +5%
MYIA
448
Mount Yale Investment Advisors
Colorado
$751K -$4.71M -54,397 -86%
CIC
449
Chase Investment Counsel
Virginia
$733K +$733K +8,470 New
SF
450
Summit Financial
New Jersey
$727K -$19.8K -228 -3%
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