DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$260M
2
Invesco
Invesco
Georgia
$243M
3
Boston Partners
Boston Partners
Massachusetts
$502M
4
BlackRock
BlackRock
New York
$2.38B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$370M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.47B
2
Wells Fargo
Wells Fargo
California
$78.5M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
4
VOYA Investment Management
VOYA Investment Management
Georgia
$67M
5
Capital International Investors
Capital International Investors
California
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
476
Carson Wealth (CWM LLC)
Nebraska
$733K +$733K +6,344 New
ECM
477
Everence Capital Management
Indiana
$728K -$176K -1,520 -19%
RWA
478
River Wealth Advisors
Pennsylvania
$727K +$26.6K +230 +4%
AIM
479
Aigen Investment Management
New York
$725K +$177K +1,542 +32%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$724K +$16.8K +145 +2%
IF
481
Insight Folios
North Carolina
$722K -$257K -2,220 -26%
FHB
482
First Hawaiian Bank
Hawaii
$722K +$427K +3,694 +145%
SWM
483
Spire Wealth Management
Virginia
$721K -$259K -2,242 -26%
Verition Fund Management
484
Verition Fund Management
Connecticut
$719K +$170K +1,466 +31%
CW
485
Connectus Wealth
Ohio
$719K +$719K +6,218 New
WJWM
486
Williams Jones Wealth Management
New York
$715K -$437K -3,778 -38%
CCM
487
Coldstream Capital Management
Washington
$713K +$224K +1,940 +46%
C
488
Certuity
Florida
$712K +$15.3K +132 +2%
CAM
489
Cresset Asset Management
Illinois
$709K +$85.4K +738 +14%
MC
490
Moors & Cabot
Massachusetts
$708K +$301K +2,603 +74%
SI
491
Stephens Inc
Arkansas
$705K -$37K -320 -5%
JFL
492
Jarislowsky, Fraser Ltd
Quebec, Canada
$693K -$254K -2,200 -27%
SC
493
Savant Capital
Illinois
$685K +$97.3K +842 +17%
SCM
494
Stevens Capital Management
Pennsylvania
$682K +$134K +1,157 +24%
EBWM
495
Eagle Bluffs Wealth Management
Missouri
$680K +$680K +5,882 New
Bessemer Group
496
Bessemer Group
New Jersey
$674K -$51.9K -449 -7%
HPC
497
HM Payson & Co
Maine
$670K +$77.2K +668 +13%
Marshall Wace
498
Marshall Wace
United Kingdom
$658K -$534K -4,617 -45%
BFA
499
BMS Financial Advisors
South Dakota
$658K +$658K +5,693 New
OWA
500
Outlook Wealth Advisors
Texas
$655K +$21.5K +186 +3%
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