DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,049 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 351 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.17%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
351
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$696M
2
BlackRock
BlackRock
New York
$2.9B
3
Bank of America
Bank of America
North Carolina
$264M
4
Capital World Investors
Capital World Investors
California
$2.93B
5
FCM
Farallon Capital Management
California
$102M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.12M
2
TCAM
Turtle Creek Asset Management
Ontario, Canada
$0
3
Citadel Advisors
Citadel Advisors
Florida
$51.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$151M
5
SC
Sculptor Capital
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
JC
501
JBF Capital
Colorado
$870K – – –
SFA
502
Sequoia Financial Advisors
Ohio
$869K +$36.9K +263 +4%
P
503
&Partners
Tennessee
$864K +$864K +6,158 New
ETC
504
Exchange Traded Concepts
Oklahoma
$863K +$863K +6,150 New
CCM
505
Coldstream Capital Management
Washington
$860K +$57.2K +402 +7%
SWP
506
Stratos Wealth Partners
Ohio
$856K +$34K +242 +4%
FHA
507
First Horizon Advisors
Tennessee
$846K +$64.4K +459 +8%
CM
508
Capula Management
Cayman Islands
$844K +$844K +6,018 New
JCM
509
Jacobi Capital Management
Pennsylvania
$830K -$3.51K -25 -0.4%
GWA
510
Gratus Wealth Advisors
Virginia
$830K – – –
MIF
511
Mediolanum International Funds
Ireland
$829K -$297K -2,137 -26%
NP
512
NorthRock Partners
Minnesota
$825K -$2.67K -19 -0.3%
GWSG
513
GPS Wealth Strategies Group
Colorado
$822K -$17K -121 -2%
LGA
514
Lebenthal Global Advisors
New York
$820K +$8.98K +64 +1%
O
515
Ossiam
France
$819K -$667K -4,755 -45%
Axa
516
Axa
France
$816K -$34.9K -249 -4%
LNWWM
517
Laird Norton Wetherby Wealth Management
California
$812K -$140 -1 -0%
ECM
518
Everence Capital Management
Indiana
$809K – – –
Federated Hermes
519
Federated Hermes
Pennsylvania
$808K +$120K +855 +17%
GEM
520
Global Endowment Management
North Carolina
$804K -$21.5K -153 -3%
MAS
521
Meeder Advisory Services
Ohio
$800K -$176K -1,254 -18%
KA
522
Kintegral Advisory
New York
$793K -$10.4K -74 -1%
NWM
523
Northcape Wealth Management
New York
$792K – – –
IBOK
524
Independence Bank of Kentucky
Kentucky
$789K +$655K +4,672 +492%
MC
525
Machina Capital
France
$780K -$5.47K -39 -0.7%
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