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 %
TCWM
551
Total Clarity Wealth Management
Illinois
$470K -$230K -2,043 -33%
NWMG
552
National Wealth Management Group
Ohio
$466K +$466K +4,147 New
DEA
553
DoubleLine ETF Adviser
Florida
$464K +$31.5K +280 +7%
BJL
554
Brighton Jones LLC
Washington
$463K -$1.01K -9 -0.2%
PAM
555
Panagora Asset Management
Massachusetts
$459K -$10.6M -93,971 -96%
QI
556
Qtron Investments
Massachusetts
$455K – – –
PP
557
Patron Partners
Texas
$453K -$9.89K -88 -2%
P
558
&Partners
Tennessee
$452K – – –
FFO
559
Fiduciary Family Office
Florida
$450K +$450K +4,007 New
SACTSONJ
560
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$450K – – –
FIM
561
Fruth Investment Management
Texas
$449K – – –
BBA
562
Baader Bank Aktiengesellschaft
Germany
$446K +$446K +3,965 New
CC
563
Corton Capital
Ontario, Canada
$443K +$443K +3,937 New
CAMG
564
CWA Asset Management Group
Florida
$441K +$441K +3,926 New
FCP
565
Fidelis Capital Partners
Florida
$441K +$85.5K +761 +24%
IC
566
IEQ Capital
California
$440K -$65.1K -579 -13%
LFA
567
Laraway Financial Advisors
Minnesota
$438K – – –
ABLA
568
Alan B. Lancz & Associates
Ohio
$433K – – –
JIC
569
Johnson Investment Counsel
Ohio
$433K +$28.1K +250 +7%
NAS
570
Nicolet Advisory Services
Wisconsin
$430K +$2.35K +21 +0.5%
LSAG
571
Lake Street Advisors Group
New Hampshire
$428K +$428K +3,810 New
EFS
572
Essex Financial Services
Connecticut
$427K +$107K +955 +34%
FFP
573
FourThought Financial Partners
Florida
$427K +$225 +2 +0.1%
MA
574
MCF Advisors
Kentucky
$425K +$3.04K +27 +0.7%
CSB
575
City State Bank
Iowa
$425K -$9.89K -88 -2%
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