DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$504M
2
Truist Financial
Truist Financial
North Carolina
+$161M
3
MA
Marshfield Associates
District of Columbia
+$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.3M
3
Capital World Investors
Capital World Investors
California
-$56M
4
Goldman Sachs
Goldman Sachs
New York
-$51.5M
5
1SP
140 Summer Partners
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
476
Garda Capital Partners
Minnesota
$723K -$1.64M -14,583 -69%
TMAM
477
Tokio Marine Asset Management
Japan
$722K +$4.72K +42 +0.7%
SQA
478
Simon Quick Advisors
New Jersey
$719K +$12.3K +109 +2%
SWP
479
Stratos Wealth Partners
Ohio
$719K -$855K -7,604 -54%
SC
480
Syon Capital
California
$715K +$385K +3,426 +117%
FAIM
481
Financial Advocates Investment Management
Washington
$710K +$44K +391 +7%
VAG
482
VisionPoint Advisory Group
Texas
$707K +$236K +2,101 +50%
RIA
483
Regal Investment Advisors
Michigan
$705K -$5.96K -53 -0.8%
RWM
484
Ritholtz Wealth Management
New York
$705K +$136K +1,213 +24%
GWA
485
Gratus Wealth Advisors
Virginia
$696K +$696K +6,194 New
RMA
486
Roffman Miller Associates
Pennsylvania
$693K +$57.8K +514 +9%
GWSG
487
GPS Wealth Strategies Group
Colorado
$691K -$11.2K -100 -2%
JCM
488
Jacobi Capital Management
Pennsylvania
$688K +$23.9K +213 +4%
HIG
489
Herr Investment Group
Texas
$674K +$674K +6,000 New
HAI
490
Hennessy Advisors Inc
California
$674K +$674K +6,000 New
PA
491
Parallel Advisors
California
$672K +$4.38K +39 +0.7%
LGA
492
Lebenthal Global Advisors
New York
$667K +$42.4K +377 +7%
PPC
493
Park Place Capital
Alabama
$666K -$61.7K -549 -8%
Millennium Management
494
Millennium Management
New York
$666K -$19.1M -169,744 -97%
OTPPB
495
Ontario Teachers' Pension Plan Board
Ontario, Canada
$664K +$118K +1,048 +22%
MAS
496
Meeder Advisory Services
Ohio
$651K -$48.6K -432 -7%
ECM
497
Everence Capital Management
Indiana
$649K – – –
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$644K +$96K +854 +18%
VI
499
Vestcor Inc
New Brunswick, Canada
$640K -$4.94K -44 -0.8%
NWM
500
Northcape Wealth Management
New York
$634K – – –
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