DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$141M
2
Invesco
Invesco
Georgia
+$73.9M
3
Boston Partners
Boston Partners
Massachusetts
+$57.9M
4
BlackRock
BlackRock
New York
+$52.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$52.6M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$287M
2
Wells Fargo
Wells Fargo
California
-$238M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
-$193M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$157M
5
Capital International Investors
Capital International Investors
California
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
EGA
551
E&G Advisors
Texas
$520K – – –
WS
552
Wedbush Securities
California
$512K -$10.6K -92 -2%
EWA
553
EP Wealth Advisors
California
$503K +$503K +4,351 New
AF
554
Affiance Financial
Minnesota
$500K +$116 +1 +0%
RA
555
RFG Advisory
Alabama
$496K -$14.7K -127 -3%
LAM
556
Lingohr Asset Management
Germany
$487K +$487K +4,204 New
DA
557
Denali Advisors
California
$485K +$473K +4,100 +4,100%
BCM
558
Bluefin Capital Management
New York
$484K +$116K +1,000 +31%
GIA
559
Gladstone Institutional Advisory
Florida
$480K +$31.7K +274 +7%
MA
560
Montag & Associates
Georgia
$477K – – –
AAS
561
Avantax Advisory Services
Texas
$476K -$93.4K -808 -16%
JIC
562
Johnson Investment Counsel
Ohio
$476K +$119K +1,032 +33%
BJL
563
Brighton Jones LLC
Washington
$475K -$9.48K -82 -2%
JWCA
564
J.W. Cole Advisors
Florida
$466K +$466K +4,029 New
CGFA
565
Colton Groome Financial Advisors
North Carolina
$463K +$463 +4 +0.1%
HAIM
566
Hunter Associates Investment Management
Pennsylvania
$462K – – –
FIM
567
Fruth Investment Management
Texas
$462K – – –
SACTSONJ
568
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$462K – – –
SC
569
Scotia Capital
Ontario, Canada
$457K -$691K -5,981 -60%
IC
570
IEQ Capital
California
$453K -$31.5K -272 -6%
OPS
571
Orion Portfolio Solutions
Nebraska
$452K +$70K +606 +18%
EI
572
Ethic Inc
New York
$451K -$566K -4,905 -56%
CBT
573
CoreFirst Bank & Trust
Kansas
$451K – – –
KWM
574
Kolinsky Wealth Management
New Jersey
$448K +$448K +3,875 New
AWM
575
Apollon Wealth Management
South Carolina
$447K +$139K +1,203 +45%
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