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
+$141M
2
Invesco
Invesco
Georgia
+$73.9M
3
Boston Partners
Boston Partners
Massachusetts
+$57.9M
4
BlackRock
BlackRock
New York
+$52.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$52.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$193M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$157M
5
Capital International Investors
Capital International Investors
California
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
501
Archer Investment Corporation
Indiana
$653K – – –
PNC
502
Park National Corp
Ohio
$648K – – –
MCCP
503
Mission Creek Capital Partners
California
$644K -$7.28K -63 -1%
TAM
504
Tocqueville Asset Management
New York
$636K – – –
OSAM
505
O'Shaughnessy Asset Management
Connecticut
$622K +$185K +1,603 +42%
DT
506
Diversified Trust
Tennessee
$621K +$94.2K +816 +18%
CCM
507
Corsair Capital Management
New York
$615K -$27K -234 -4%
SPC
508
Sigma Planning Corp
Michigan
$612K +$65.2K +564 +12%
ISWM
509
Independent Solutions Wealth Management
New York
$611K -$17K -147 -3%
JCM
510
Jacobi Capital Management
Pennsylvania
$610K -$5.66K -49 -0.9%
EF
511
Empirical Finance
Pennsylvania
$609K +$154K +1,331 +34%
GWSG
512
GPS Wealth Strategies Group
Colorado
$603K +$6.01K +52 +1%
RCA
513
Roberts Capital Advisors
Colorado
$601K +$601K +5,200 New
CIC
514
Cutler Investment Counsel
Oregon
$599K – – –
YC
515
Yarbrough Capital
Tennessee
$597K +$597K +5,164 New
MMG
516
Monetary Management Group
Missouri
$595K – – –
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$595K +$8.91K +77 +2%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$591K -$7.51K -65 -1%
GLA
519
Great Lakes Advisors
Illinois
$590K -$3.12K -27 -0.5%
CWM
520
Calamos Wealth Management
Illinois
$588K -$35.8K -310 -6%
KCM
521
Kendall Capital Management
Maryland
$586K +$88.4K +765 +18%
RFC
522
Regions Financial Corp
Alabama
$585K -$24.6K -213 -4%
MWM
523
Modera Wealth Management
New Jersey
$585K +$585K +5,069 New
FPCP
524
Fort Point Capital Partners
California
$584K – – –
TAIM
525
TD Ameritrade Investment Management
Nebraska
$582K +$22.7K +196 +4%
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