DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.9%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M

Top Buyers

1
SC
1
Sessa Capital
New York
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$356M
3
Millennium Management
3
Millennium Management
New York
$279M
4
PCM
4
Pentwater Capital Management
Florida
$203M
5
Norges Bank
5
Norges Bank
Norway
$560M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$531M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Capital World Investors
3
Capital World Investors
California
$2.19B
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFG
526
Bleakley Financial Group
New Jersey
$745K +$95.7K +730 +15%
NWM
527
Northcape Wealth Management
New York
$740K – – –
CCM
528
Coldstream Capital Management
Washington
$733K +$9.31K +71 +1%
FB
529
Fulton Bank
Pennsylvania
$722K -$346K -2,642 -32%
SWM
530
Segment Wealth Management
Texas
$721K +$66.1K +504 +10%
VSQM
531
V-Square Quantitative Management
Illinois
$720K – – –
ATC
532
Argent Trust Co
Tennessee
$717K – – –
IIA
533
Integral Investment Advisors
California
$715K +$132K +1,028 +23%
RMA
534
Roffman Miller Associates
Pennsylvania
$710K -$98.1K -748 -12%
AMM
535
American Money Management
California
$705K -$9.18K -70 -1%
SIA
536
Schechter Investment Advisors
Michigan
$701K -$442K -3,374 -39%
MC
537
Maverick Capital
Texas
$699K +$699K +5,334 New
EWA
538
EP Wealth Advisors
California
$698K +$82.1K +626 +13%
BRWA
539
B. Riley Wealth Advisors
Florida
$691K +$294K +3,391 +74%
SI
540
Stephens Inc
Arkansas
$685K +$13.4K +102 +2%
VCG
541
Vantage Consulting Group
Virginia
$685K +$289K +2,208 +73%
KA
542
Kozak & Associates
Colorado
$683K +$3.99K +32 +0.6%
GT
543
Greenleaf Trust
Michigan
$679K -$53.2K -406 -7%
SFA
544
Sequoia Financial Advisors
Ohio
$671K -$1.83M -13,932 -73%
DA
545
Denali Advisors
California
$671K -$224K -1,707 -25%
Wolverine Trading
546
Wolverine Trading
Illinois
$667K -$2.43M -18,502 -78%
RCAG
547
Rehmann Capital Advisory Group
Michigan
$667K +$2.23K +17 +0.3%
FPCP
548
Fort Point Capital Partners
California
$666K – – –
RWM
549
Ritholtz Wealth Management
New York
$665K -$157K -1,197 -19%
CCM
550
Corsair Capital Management
New York
$661K -$8.91K -68 -1%
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