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 %
Macquarie Group
526
Macquarie Group
Australia
$542K -$37.8K -342,820 -7%
IIA
527
Integral Investment Advisors
California
$539K +$30.7K +279 +6%
BPA
528
Beacon Pointe Advisors
California
$538K +$194K +1,760 +56%
ISWM
529
Independent Solutions Wealth Management
New York
$536K -$45.8K -416 -8%
ATC
530
Argent Trust Co
Tennessee
$531K -$194K -1,765 -27%
QCG
531
Quadrant Capital Group
Ohio
$530K +$29.7K +269 +6%
CAAS
532
Capital Asset Advisory Services
Michigan
$525K -$9.37K -85 -2%
FF
533
FourThought Financial
Florida
$523K -$13.7K -124 -3%
TCM
534
Teza Capital Management
Illinois
$522K +$522K +4,736 New
LFA
535
Laraway Financial Advisors
Minnesota
$518K – – –
SPC
536
Sigma Planning Corp
Michigan
$517K -$66.4K -603 -11%
IRF
537
IBM Retirement Fund
New York
$516K -$34.3K -311 -6%
AWA
538
Aaron Wealth Advisors
Illinois
$513K +$513K +56,527 New
MGP
539
Metis Global Partners
California
$512K +$223K +2,024 +77%
ABLA
540
Alan B. Lancz & Associates
Ohio
$501K – – –
SF
541
Summit Financial
New Jersey
$500K +$170K +1,541 +51%
MAM
542
Meeder Asset Management
Ohio
$500K +$500K +4,536 New
EGA
543
E&G Advisors
Texas
$496K – – –
OPPTF
544
OPSEU Pension Plan Trust Fund
Ontario, Canada
$495K +$1.68K +15 +0.3%
GA
545
Gateway Advisory
New Jersey
$494K -$6.94K -63 -1%
JIC
546
Johnson Investment Counsel
Ohio
$493K +$39.7K +360 +9%
IC
547
IEQ Capital
California
$492K +$60.3K +547 +14%
AT
548
American Trust
Kentucky
$487K +$237K +2,157 +95%
BCV
549
Banque Cantonale Vaudoise
Switzerland
$485K -$65.3K -592 -12%
LCM
550
Laurion Capital Management
New York
$485K +$485K +4,400 New
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