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 %
MC
501
Moors & Cabot
Massachusetts
$613K -$62.2K -564 -9%
PNC
502
Park National Corp
Ohio
$604K -$13.7K -124 -2%
JCM
503
Jacobi Capital Management
Pennsylvania
$593K +$11.1K +101 +2%
KCM
504
Kendall Capital Management
Maryland
$593K +$34.7K +315 +6%
SWM
505
SeaCrest Wealth Management
New York
$589K +$38.8K +352 +7%
FRM
506
Fox Run Management
Connecticut
$587K +$330K +2,993 +128%
CWM
507
Calamos Wealth Management
Illinois
$585K +$24.2K +220 +4%
SCM
508
Stevens Capital Management
Pennsylvania
$583K -$67.7K -614 -10%
MCCP
509
Mission Creek Capital Partners
California
$579K -$35.5K -322 -6%
TAIM
510
TD Ameritrade Investment Management
Nebraska
$575K +$20.2K +183 +4%
RCA
511
Roberts Capital Advisors
Colorado
$573K – – –
CIC
512
Cutler Investment Counsel
Oregon
$571K – – –
S
513
Schroders
United Kingdom
$569K +$569K +5,167 New
CCM
514
Coldstream Capital Management
Washington
$567K -$113K -1,027 -17%
MMG
515
Monetary Management Group
Missouri
$567K – – –
CCM
516
Corsair Capital Management
New York
$565K -$21K -191 -4%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$563K -$4.19K -38 -0.7%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$562K -$1.32K -12 -0.2%
CI
519
Cigna Investments
Connecticut
$561K -$179K -1,622 -24%
FFM
520
Forum Financial Management
Illinois
$561K +$6.28K +57 +1%
CAM
521
Cresset Asset Management
Illinois
$558K -$118K -1,071 -17%
FPCP
522
Fort Point Capital Partners
California
$557K – – –
KA
523
Kozak & Associates
Colorado
$557K – – –
Squarepoint
524
Squarepoint
New York
$554K -$362K -3,292 -40%
CCP
525
Corient Capital Partners
California
$545K +$161K +1,460 +42%
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