DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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972 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
972
Holders Change
+54
Holders Change %
+5.88%
% of All Funds
15.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
135
Increased
329
Reduced
324
Closed
64
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
Capital World Investors
2
Capital World Investors
California
$1.85B
3
EC
3
Eminence Capital
New York
$102M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$276M
5
Millennium Management
5
Millennium Management
New York
$218M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$166M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$682M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
501
Simon Quick Advisors
New Jersey
$607K -$5.67K -58 -0.9%
RWA
502
River Wealth Advisors
Pennsylvania
$600K – – –
CA
503
Cetera Advisors
Colorado
$599K +$336K +3,436 +128%
LP
504
LMR Partners
United Kingdom
$599K +$259K +2,649 +76%
DA
505
Denali Advisors
California
$587K +$137K +1,400 +30%
PAG
506
Private Advisor Group
New Jersey
$585K +$12.2K +321 +2%
IF
507
Insight Folios
North Carolina
$583K -$9.2K -94 -2%
PA
508
Parallel Advisors
California
$580K -$42.9K -438 -7%
WA
509
Wealth Alliance
New York
$579K +$88.7K +907 +18%
WSCM
510
Wellington Shields Capital Management
New York
$578K +$578K +5,903 New
CIBC World Market
511
CIBC World Market
Ontario, Canada
$571K -$884K -9,030 -61%
HPC
512
HM Payson & Co
Maine
$567K -$11K -112 -2%
BFA
513
BMS Financial Advisors
South Dakota
$567K -$21.9K -224 -4%
CCM
514
Coldstream Capital Management
Washington
$565K +$565K +5,778 New
VCA
515
Verdence Capital Advisors
Maryland
$557K +$111K +1,139 +25%
AIC
516
Archer Investment Corporation
Indiana
$553K – – –
TWC
517
TD Waterhouse Canada
Ontario, Canada
$551K -$3.53K -30 -0.6%
CAM
518
Cresset Asset Management
Illinois
$551K +$148K +2,594 +37%
JCM
519
Jacobi Capital Management
Pennsylvania
$551K -$489 -5 -0.1%
CL
520
CSS LLC
Illinois
$549K +$549K +5,615 New
LTI
521
Laffer Tengler Investments
Tennessee
$545K +$198K +2,024 +57%
FAIM
522
Financial Advocates Investment Management
Washington
$542K +$18.5K +189 +4%
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$539K +$1.08K +11 +0.2%
SI
524
Stephens Inc
Arkansas
$538K +$98 +1 +0%
GT
525
Greenleaf Trust
Michigan
$535K +$41.2K +421 +8%
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