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 %
KWM
576
Kolinsky Wealth Management
New Jersey
$424K -$9.22K -82 -2%
WP
577
Woodline Partners
California
$419K +$419K +3,728 New
DWM
578
Dakota Wealth Management
Florida
$419K +$42.3K +376 +11%
CSPIA
579
Cary Street Partners Investment Advisory
Virginia
$418K +$225K +1,999 +116%
CTC
580
Central Trust Company
Missouri
$415K -$2.25K -20 -0.5%
CJ
581
Caitlin John
Michigan
$414K +$414K +3,687 New
Lazard Asset Management
582
Lazard Asset Management
New York
$412K -$15.8K -141 -4%
CAM
583
Cidel Asset Management
Ontario, Canada
$409K +$409K +3,635 New
AF
584
Affiance Financial
Minnesota
$408K +$225 +2 +0.1%
OIA
585
OneDigital Investment Advisors
Kansas
$407K +$407K +3,623 New
VA
586
Vident Advisory
Georgia
$407K +$16.5K +147 +4%
MA
587
Mutual Advisors
Nebraska
$403K -$91.1K -810 -18%
NIM
588
NEOS Investment Management
Connecticut
$399K +$64.2K +571 +19%
MSAM
589
Moloney Securities Asset Management
Missouri
$398K +$8.32K +74 +2%
PI
590
Pettee Investors
Connecticut
$396K – – –
EGA
591
E&G Advisors
Texas
$393K -$112K -1,000 -22%
HI
592
Horizon Investments
North Carolina
$393K +$10.3K +92 +3%
KIA
593
KLR Investment Advisors
Rhode Island
$390K +$38.4K +342 +11%
LA
594
Legacy Advisors
Pennsylvania
$389K +$389K +3,457 New
JHCP
595
Jackson Hole Capital Partners
Oklahoma
$388K – – –
AWM
596
Apollon Wealth Management
South Carolina
$387K +$387K +3,447 New
BOSSRA
597
B.O.S.S. Retirement Advisors
Utah
$386K +$386K +3,437 New
PCM
598
Pennsylvania Capital Management
Pennsylvania
$384K -$337 -3 -0.1%
PA
599
Profund Advisors
Maryland
$377K +$56.4K +502 +18%
PSFG
600
Prairie Sky Financial Group
Illinois
$373K – – –
22 23
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