DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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898 hedge funds and large institutions have $18.2B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 343 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-68
Holders Change %
-7.04%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
87
Increased
313
Reduced
343
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$744M
2
BWA
2
Brave Warrior Advisors
New York
$206M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Citadel Advisors
4
Citadel Advisors
Florida
$97.2M
5
PCM
5
Palestra Capital Management
New York
$81.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$249K
4
Ameriprise
4
Ameriprise
Minnesota
$85.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
526
Coldstream Capital Management
Washington
$438K -$62.9K -726 -13%
RWA
527
River Wealth Advisors
Pennsylvania
$434K -$84K -970 -16%
BFG
528
Bleakley Financial Group
New Jersey
$434K -$173K -1,994 -28%
IF
529
Insight Folios
North Carolina
$429K -$49.7K -574 -10%
MMG
530
Monetary Management Group
Missouri
$429K – – –
PNC
531
Park National Corp
Ohio
$428K – – –
SWM
532
SeaCrest Wealth Management
New York
$427K +$8.75K +101 +2%
FFM
533
Forum Financial Management
Illinois
$424K -$1.99K -23 -0.5%
NCM
534
Narwhal Capital Management
Georgia
$424K -$535K -6,175 -56%
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$422K -$76.4K -882 -15%
OTPPB
536
Ontario Teachers' Pension Plan Board
Ontario, Canada
$421K +$421K +4,860 New
QCG
537
Quadrant Capital Group
Ohio
$419K -$17.9K -207 -4%
BPA
538
Beacon Pointe Advisors
California
$419K +$11K +127 +3%
EWA
539
EP Wealth Advisors
California
$416K -$36.9M -426,436 -99%
SI
540
Stephens Inc
Arkansas
$415K +$22.9K +264 +6%
ATC
541
Argent Trust Co
Tennessee
$412K +$2.6K +30 +0.6%
RFC
542
Regions Financial Corp
Alabama
$407K +$34.3K +396 +9%
IWM
543
Integris Wealth Management
California
$406K – – –
TWC
544
TD Waterhouse Canada
Ontario, Canada
$402K -$7.96K -75 -2%
EGA
545
E&G Advisors
Texas
$390K – – –
IC
546
IEQ Capital
California
$389K -$347 -4 -0.1%
MA
547
Mutual Advisors
Nebraska
$381K +$70.9K +818 +23%
VSQM
548
V-Square Quantitative Management
Illinois
$379K +$201K +2,325 +113%
DADC
549
D.A. Davidson & Co
Montana
$378K +$69.9K +807 +23%
AAS
550
Avantax Advisory Services
Texas
$371K -$24.3K -280 -6%
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