DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
501
Coldstream Capital Management
Washington
$675K -$3.51K -30 -0.5%
LNWWM
502
Laird Norton Wetherby Wealth Management
California
$673K +$8.65K +74 +1%
HWM
503
HB Wealth Management
Georgia
$673K +$5.96K +51 +0.9%
TI
504
Tidal Investments
Wisconsin
$662K -$192K -1,641 -22%
NWM
505
Northcape Wealth Management
New York
$660K – – –
GT
506
Greenleaf Trust
Michigan
$659K +$18.8K +161 +3%
AMM
507
American Money Management
California
$656K -$3.97K -34 -0.6%
SF
508
Synovus Financial
Georgia
$651K -$113K -968 -15%
HPC
509
HM Payson & Co
Maine
$650K -$28K -240 -4%
IFU
510
iSAM Funds (UK)
United Kingdom
$649K +$649K +5,552 New
CIA
511
Choate Investment Advisors
Massachusetts
$647K +$2.1K +18 +0.3%
JCM
512
Jacobi Capital Management
Pennsylvania
$646K -$5.03K -43 -0.8%
IF
513
Insight Folios
North Carolina
$646K -$31.7K -271 -5%
PPC
514
Park Place Capital
Alabama
$643K +$4.56K +39 +0.7%
PP
515
Paloma Partners
Connecticut
$642K +$224K +1,915 +53%
KA
516
Kozak & Associates
Colorado
$642K +$2.95K +25 +0.5%
BRWA
517
B. Riley Wealth Advisors
Florida
$640K -$9.35K -80 -1%
Loomis, Sayles & Company
518
Loomis, Sayles & Company
Massachusetts
$617K +$316K +2,705 +105%
XT
519
XTX Topco
Cayman Islands
$608K +$608K +5,202 New
MC
520
Moors & Cabot
Massachusetts
$606K -$9.58K -82 -2%
CIC
521
Cutler Investment Counsel
Oregon
$605K – – –
TI
522
Trexquant Investment
Connecticut
$603K -$1.65M -14,109 -73%
DS
523
DRW Securities
Illinois
$603K +$603K +5,163 New
TMAM
524
Tokio Marine Asset Management
Japan
$602K +$30.1K +258 +5%
Axa
525
Axa
France
$600K -$3.04M -26,002 -84%
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