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 %
GFG
451
Greystone Financial Group
Michigan
$832K +$832K +7,551 New
SS
452
Simplicity Solutions
Minnesota
$829K -$831K -7,549 -50%
DI
453
Diligent Investors
California
$823K – – –
FHA
454
First Horizon Advisors
Tennessee
$821K -$41.6K -378 -5%
QC
455
Quadrature Capital
United Kingdom
$818K +$818K +7,418 New
Parallax Volatility Advisers
456
Parallax Volatility Advisers
California
$809K +$809K +7,339 New
MYLI
457
Meiji Yasuda Life Insurance
Japan
$807K -$392K -3,560 -33%
Capstone Investment Advisors
458
Capstone Investment Advisors
New York
$804K +$804K +7,297 New
SWP
459
Stratos Wealth Partners
Ohio
$801K -$5.84K -53 -0.7%
HCM
460
Hollencrest Capital Management
California
$791K -$26.1K -237 -3%
ASN
461
Advisory Services Network
Georgia
$789K +$18.5K +168 +2%
RMA
462
Roffman Miller Associates
Pennsylvania
$788K -$126K -1,146 -14%
C
463
Certuity
Florida
$782K +$104K +943 +15%
Carson Wealth (CWM LLC)
464
Carson Wealth (CWM LLC)
Nebraska
$772K +$72.8K +661 +10%
Jennison Associates
465
Jennison Associates
New York
$772K +$772K +7,004 New
CT
466
Chicago Trust
Illinois
$769K – – –
UCFA
467
United Capital Financial Advisors
Texas
$763K -$162K -1,473 -18%
AssetMark Inc
468
AssetMark Inc
California
$757K +$463K +4,199 +157%
S
469
SignatureFD
Georgia
$756K +$9.58K +87 +1%
EBWM
470
Eagle Bluffs Wealth Management
Missouri
$755K +$107K +972 +17%
CG
471
Cutler Group
California
$745K +$490K +4,451 +192%
DT
472
Diversified Trust
Tennessee
$734K +$141K +1,282 +24%
YC
473
Yarbrough Capital
Tennessee
$733K +$164K +1,490 +29%
MFG
474
MidWestOne Financial Group
Iowa
$725K +$24.3K +221 +3%
OTPPB
475
Ontario Teachers' Pension Plan Board
Ontario, Canada
$722K +$722K +6,556 New
17 18
19
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