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DFS

Discover Financial Services

Delisted

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

736 hedge funds and large institutions have $25B invested in Discover Financial Services in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 286 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more call options, than puts

Call options by funds: $131M | Put options by funds: $112M

2% more funds holding

Funds holding: 724736 (+12)

2% more capital invested

Capital invested by funds: $24.5B → $25B (+$510M)

0.42% less ownership

Funds ownership: 84.65%84.23% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 286

Holders
736
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
21.36%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.96%
New
55
Increased
270
Reduced
286
Closed
34
Calls
$131M
Puts
$112M
Net Calls
+$19.3M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$228M +$5.08M +80,971 +2%
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$225M +$31M +493,920 +16%
JP Morgan Chase
28
JP Morgan Chase
New York
$224M -$4.68M -74,679 -2%
CCI
29
Columbus Circle Investors
$224M +$14.3M +227,485 +7%
Geode Capital Management
30
Geode Capital Management
Massachusetts
$223M -$1.64M -26,091 -0.7%
Invesco
31
Invesco
Georgia
$210M -$34.1M -544,728 -14%
HCM
32
Herndon Capital Management
Georgia
$209M -$9.16M -146,202 -4%
Schroder Investment Management Group
33
Schroder Investment Management Group
United Kingdom
$191M -$21.1M -336,590 -10%
AAMU
34
Amundi Asset Management US
Massachusetts
$189M +$1.36M +21,682 +0.7%
MAM
35
Marketfield Asset Management
New York
$189M -$45.7M -729,081 -20%
Axa
36
Axa
France
$185M -$3.95M -62,953 -2%
MAA
37
Managed Account Advisors
New Jersey
$180M -$16.6M -265,505 -9%
AllianceBernstein
38
AllianceBernstein
Tennessee
$173M -$5.59M -89,201 -3%
Norges Bank
39
Norges Bank
Norway
$171M -$153M -2,446,101 -48%
Nordea Investment Management
40
Nordea Investment Management
Sweden
$170M +$1.61M +25,635 +1%
Principal Financial Group
41
Principal Financial Group
Iowa
$167M +$983K +15,688 +0.6%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$162M +$8.8M +140,338 +6%
CS
43
Credit Suisse
Switzerland
$156M +$41.9M +667,839 +38%
Franklin Resources
44
Franklin Resources
California
$152M -$12.6M -201,505 -8%
Lord, Abbett & Co
45
Lord, Abbett & Co
New Jersey
$142M -$37.4M -596,785 -21%
AQR Capital Management
46
AQR Capital Management
Connecticut
$142M -$31.5M -502,987 -19%
Prudential Financial
47
Prudential Financial
New Jersey
$140M -$6.3M -100,525 -4%
Morgan Stanley
48
Morgan Stanley
New York
$139M +$38.3M +610,554 +40%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$131M +$2.53M +40,312 +2%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$126M +$16.3M +260,236 +15%