DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.61B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
Millennium Management
3
Millennium Management
New York
$152M
4
Holocene Advisors
4
Holocene Advisors
New York
$90.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$217M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$577M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$729M
3
CGPCS
3
Capital Group Private Client Services
California
$226K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$510M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
601
M Holdings Securities
Oregon
$306K +$7.01K +77 +2%
IWA
602
Intercontinental Wealth Advisors
Texas
$304K +$727 +8 +0.2%
WTC
603
WhitTier Trust Company
Nevada
$303K +$261K +2,875 +629%
SFA
604
Sequoia Financial Advisors
Ohio
$302K -$98.9K -1,089 -25%
NAS
605
Nicolet Advisory Services
Wisconsin
$299K -$6.25K -68 -2%
PK
606
Pflug Koory
Nebraska
$299K – – –
CI
607
Conning Inc
Connecticut
$298K -$30.7K -337 -9%
CMBA
608
C.M. Bidwell & Associates
Hawaii
$298K +$219K +2,406 +277%
SAM
609
Silvercrest Asset Management
New York
$295K – – –
TCA
610
Transcend Capital Advisors
New Jersey
$294K -$16.1K -177 -5%
CBT
611
Central Bank & Trust
Kentucky
$293K -$40.4K -445 -12%
HWA
612
HCR Wealth Advisors
California
$293K – – –
WFA
613
Wipfli Financial Advisors
Wisconsin
$293K +$293K +3,218 New
TAM
614
Trust Asset Management
Texas
$292K +$15.7K +172 +6%
AA
615
ALPS Advisors
Colorado
$292K +$292K +3,216 New
WFA
616
WMG Financial Advisors
Tennessee
$290K – – –
JCIA
617
Jackson Creek Investment Advisors
Colorado
$287K -$3.55K -39 -1%
GLA
618
Great Lakes Advisors
Illinois
$287K +$8.44K +93 +3%
JWCA
619
J.W. Cole Advisors
Florida
$285K +$726 +8 +0.3%
CWM
620
Chicago Wealth Management
Illinois
$284K – – –
FNFDCM
621
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$283K – – –
PA
622
Profund Advisors
Maryland
$283K +$3.28K +36 +1%
WB
623
WesBanco Bank
West Virginia
$282K -$2.49M -27,472 -90%
CGL
624
Clarius Group LLC
Washington
$278K -$35.1K -386 -11%
TIS
625
Tortoise Index Solutions
Kansas
$275K -$54.9K -603 -17%
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