DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$504M
2
Truist Financial
Truist Financial
North Carolina
+$161M
3
MA
Marshfield Associates
District of Columbia
+$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.3M
3
Capital World Investors
Capital World Investors
California
-$56M
4
Goldman Sachs
Goldman Sachs
New York
-$51.5M
5
1SP
140 Summer Partners
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
526
Forum Financial Management
Illinois
$551K – – –
QCG
527
Quadrant Capital Group
Ohio
$550K +$6.41K +57 +1%
IF
528
Insight Folios
North Carolina
$542K -$15.3K -136 -3%
SP
529
Symmetry Partners
Connecticut
$531K -$131K -1,159 -20%
RWA
530
River Wealth Advisors
Pennsylvania
$528K -$35.2K -313 -6%
RFC
531
Regions Financial Corp
Alabama
$528K -$450 -4 -0.1%
EWA
532
EP Wealth Advisors
California
$528K -$12.3K -109 -2%
IWM
533
Integris Wealth Management
California
$526K – – –
NP
534
NorthRock Partners
Minnesota
$522K +$165K +1,465 +46%
PCS
535
Personal CFO Solutions
New Jersey
$522K +$522K +4,640 New
BRWA
536
B. Riley Wealth Advisors
Florida
$515K -$381K -3,391 -43%
MC
537
Moors & Cabot
Massachusetts
$515K +$138K +1,226 +37%
IIA
538
Integral Investment Advisors
California
$512K +$46K +409 +10%
TWC
539
TD Waterhouse Canada
Ontario, Canada
$509K +$29.5K +233 +6%
3IP
540
3Chopt Investment Partners
Virginia
$508K +$508K +4,521 New
Verition Fund Management
541
Verition Fund Management
Connecticut
$501K -$14.9M -132,507 -97%
HNB
542
Huntington National Bank
Ohio
$491K +$66.9K +595 +16%
SWM
543
SeaCrest Wealth Management
New York
$491K -$60.8K -544 -11%
TAM
544
Tocqueville Asset Management
New York
$488K +$7.76K +69 +2%
AAS
545
Avantax Advisory Services
Texas
$487K +$6.41K +57 +1%
WS
546
Wedbush Securities
California
$484K +$16K +142 +3%
CP
547
Castleview Partners
Texas
$482K +$260K +2,310 +117%
Wellington Management Group
548
Wellington Management Group
Massachusetts
$477K +$6.18K +55 +1%
BPA
549
Beacon Pointe Advisors
California
$475K -$67.7K -602 -12%
AIM
550
Achmea Investment Management
Netherlands
$471K -$1.51M -13,480 -76%
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