DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-14
Holders Change %
-1.65%
% of All Funds
18.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
99
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$172M
2
Barclays
Barclays
United Kingdom
+$34.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$29.6M
4
JIM
Jupiter Investment Management
United Kingdom
+$28.2M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.6M
2
O
OppenheimerFunds
New York
-$75.8M
3
Morgan Stanley
Morgan Stanley
New York
-$59.6M
4
EIP
Epoch Investment Partners
New York
-$55.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPPLM
576
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$243K -$15.4K -261 -6%
IFS
577
Ifrah Financial Services
Arkansas
$241K -$5.9K -100 -2%
QCG
578
Quadrant Capital Group
Ohio
$237K -$17.4K -307 -7%
GWM
579
Geneos Wealth Management
Colorado
$237K +$10.8K +186 +5%
LOAME
580
Lombard Odier Asset Management (Europe)
United Kingdom
$231K – – –
DC
581
Davenport & Co
Virginia
$231K +$3.78K +64 +2%
WWM
582
Western Wealth Management
Colorado
$230K +$230K +3,921 New
MA
583
MUFG Americas
New York
$229K +$32.8K +555 +17%
WIC
584
Woodmont Investment Counsel
Tennessee
$228K – – –
LC
585
Lourd Capital
California
$228K +$826 +14 +0.4%
FIM
586
Freedom Investment Management
Connecticut
$227K +$227K +3,850 New
VIA
587
Vident Investment Advisory
Georgia
$226K +$58.7K +998 +35%
QI
588
Qtron Investments
Massachusetts
$223K +$223K +3,784 New
EWA
589
EP Wealth Advisors
California
$213K -$3.18K -54 -1%
SAM
590
Silvercrest Asset Management
New York
$212K -$6.67K -113 -3%
PTC
591
Private Trust Company
Ohio
$211K -$6.78K -115 -3%
NED
592
Nancy E. Dempze
$209K – – –
AFP
593
Ausdal Financial Partners
Iowa
$207K -$94.4K -1,601 -31%
GWS
594
Glassman Wealth Services
Virginia
$207K +$530 +9 +0.3%
YIA
595
YHB Investment Advisors
Connecticut
$206K -$33.5K -570 -14%
RTS
596
Round Table Services
New Jersey
$206K +$4.47K +76 +2%
FRM
597
Fox Run Management
Connecticut
$204K -$163K -2,753 -44%
BSW
598
Buckingham Strategic Wealth
Missouri
$204K +$7.85K +133 +4%
PMG
599
ProVise Management Group
Florida
$201K -$17.7K -300 -8%
CAM
600
Close Asset Management
United Kingdom
$200K +$99.3K +3,532 +99%
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