DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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948 hedge funds and large institutions have $21.2B invested in Discover Financial Services in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 387 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
948
Holders Change
-24
Holders Change %
-2.47%
% of All Funds
15.17%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
75
Increased
300
Reduced
387
Closed
82
Calls
$280M
Puts
$265M
Net Calls
+$15.1M
Net Calls Change
+$123M

Top Buyers

1
SCA
Southpoint Capital Advisors
New York
$247M
2
Capital World Investors
Capital World Investors
California
$2.1B
3
Boston Partners
Boston Partners
Massachusetts
$551M
4
Citadel Advisors
Citadel Advisors
Florida
$229M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$106M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$48.4M
2
Millennium Management
Millennium Management
New York
$66M
3
BlackRock
BlackRock
New York
$1.87B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$568M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.44B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCS
601
Personal CFO Solutions
New Jersey
$387K +$4.15K +42 +1%
CBT
602
CoreFirst Bank & Trust
Kansas
$385K – – –
CSB
603
City State Bank
Iowa
$383K – – –
SIA
604
Schechter Investment Advisors
Michigan
$382K +$72.5K +734 +23%
ABLA
605
Alan B. Lancz & Associates
Ohio
$381K – – –
BJL
606
Brighton Jones LLC
Washington
$380K -$12.6K -127 -3%
IIA
607
Integral Investment Advisors
California
$378K -$75.4K -763 -17%
Lazard Asset Management
608
Lazard Asset Management
New York
$377K -$5.15M -52,253 -93%
CTC
609
Central Trust Company
Missouri
$369K – – –
BFEC
610
Benjamin F. Edwards & Company
Missouri
$369K – – –
BAM
611
Belpointe Asset Management
Nevada
$367K +$7.71K +78 +2%
OIA
612
OneDigital Investment Advisors
Kansas
$366K +$366K +3,701 New
Wealth Enhancement Advisory Services
613
Wealth Enhancement Advisory Services
Minnesota
$365K +$365K +3,695 New
SWM
614
Spire Wealth Management
Virginia
$365K +$195K +1,976 +115%
KWM
615
Kolinsky Wealth Management
New Jersey
$361K +$6.03K +61 +2%
AF
616
Allworth Financial
California
$361K +$205K +2,078 +132%
FA
617
FDx Advisors
Illinois
$360K – – –
AF
618
Affiance Financial
Minnesota
$358K +$99 +1 +0%
YDMI
619
Y.D. More Investments
Israel
$356K -$163K -1,645 -31%
FMLI
620
Fukoku Mutual Life Insurance
Japan
$356K – – –
PP
621
Paloma Partners
Connecticut
$354K -$573K -5,797 -62%
AIP
622
Ameritas Investment Partners
Nebraska
$352K – – –
PI
623
Pettee Investors
Connecticut
$348K – – –
CGL
624
Clarius Group LLC
Washington
$348K +$71.4K +722 +26%
WEG
625
World Equity Group
Illinois
$344K +$344K +19,638 New
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25
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