DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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860 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2019 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 258 increasing their positions, 368 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
860
Holders Change
+10
Holders Change %
+1.18%
% of All Funds
18.89%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.24%
New
75
Increased
258
Reduced
368
Closed
58
Calls
$153M
Puts
$133M
Net Calls
+$19.3M
Net Calls Change
-$21.6M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.87B
2
PNC Financial Services Group
2
PNC Financial Services Group
Pennsylvania
$119M
3
Victory Capital Management
3
Victory Capital Management
Texas
$63.6M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$61.1M
5
Robeco Institutional Asset Management
5
Robeco Institutional Asset Management
Netherlands
$120M

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.84B
2
Hotchkis & Wiley Capital Management
2
Hotchkis & Wiley Capital Management
California
$236M
3
Boston Partners
3
Boston Partners
Massachusetts
$615M
4
Bessemer Group
4
Bessemer Group
New Jersey
$210M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
601
Tuttle Capital Management
Connecticut
$310K -$4.01M -50,082 -93%
GT
602
Greenleaf Trust
Michigan
$310K +$23.2K +286 +8%
TW
603
Transform Wealth
Colorado
$309K -$300K -3,707 -49%
IFWM
604
Institute for Wealth Management
Colorado
$309K -$17.8K -220 -5%
IFS
605
Ifrah Financial Services
Arkansas
$308K -$9.55K -118 -3%
AF
606
Advisornet Financial
Minnesota
$308K +$120K +1,480 +64%
GWS
607
Glassman Wealth Services
Virginia
$304K -$730 -9 -0.2%
FIA
608
FNY Investment Advisers
New York
$299K +$299K +3,695 New
Luther King Capital Management (LKCM)
609
Luther King Capital Management (LKCM)
Texas
$298K +$298K +3,673 New
S
610
SignatureFD
Georgia
$295K +$12.8K +157 +5%
BCM
611
BlueCrest Capital Management
Jersey
$295K +$295K +3,642 New
GWM
612
Geneos Wealth Management
Colorado
$294K -$19K -234 -6%
KWM
613
Kingsview Wealth Management
Oregon
$294K +$294K +3,622 New
WP
614
WMS Partners
Maryland
$293K – – –
GIM
615
Goelzer Investment Management
Indiana
$291K +$648 +8 +0.2%
CRC
616
Curi RMB Capital
Illinois
$289K -$134K -1,649 -32%
QCG
617
Quadrant Capital Group
Ohio
$289K -$2.93K -37 -1%
SAM
618
Silvercrest Asset Management
New York
$289K – – –
NED
619
Nancy E. Dempze
$288K – – –
MC
620
Moors & Cabot
Massachusetts
$288K +$17K +210 +6%
CAM
621
Close Asset Management
United Kingdom
$287K – – –
YIA
622
YHB Investment Advisors
Connecticut
$284K – – –
WWM
623
Western Wealth Management
Colorado
$280K +$4.2K +52 +2%
TIS
624
Tortoise Index Solutions
Kansas
$280K +$70K +863 +33%
BBHC
625
Brown Brothers Harriman & Co
New York
$277K +$168K +2,074 +154%
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