DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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898 hedge funds and large institutions have $18.2B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 343 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
-68
Holders Change %
-7.04%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
87
Increased
313
Reduced
343
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$744M
2
BWA
Brave Warrior Advisors
New York
$206M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$110M
4
Citadel Advisors
Citadel Advisors
Florida
$97.2M
5
PCM
Palestra Capital Management
New York
$81.9M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$249K
4
Ameriprise
Ameriprise
Minnesota
$85.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.8B
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
601
Moors & Cabot
Massachusetts
$291K -$159K -1,832 -35%
DWM
602
Dakota Wealth Management
Florida
$290K +$290K +3,350 New
PSFG
603
Prairie Sky Financial Group
Illinois
$288K – – –
MWA
604
Monograph Wealth Advisors
California
$287K +$287K +3,310 New
AF
605
Advisornet Financial
Minnesota
$284K -$89.5K -1,033 -24%
PK
606
Pflug Koory
Nebraska
$283K +$5.2K +60 +2%
GRP
607
Global Retirement Partners
California
$281K -$52K -595 -16%
AF
608
Allworth Financial
California
$281K -$138K -1,590 -33%
AMBIA
609
Allen Mooney & Barnes Investment Advisors
Georgia
$280K – – –
HWA
610
HCR Wealth Advisors
California
$279K – – –
HAIM
611
Hunter Associates Investment Management
Pennsylvania
$277K +$34.6K +400 +14%
SAM
612
Silvercrest Asset Management
New York
$277K – – –
NP
613
NorthRock Partners
Minnesota
$276K -$25.5K -294 -8%
DT
614
Diversified Trust
Tennessee
$275K -$416K -4,798 -60%
FCP
615
Fidelis Capital Partners
Florida
$274K +$74.6K +861 +37%
CBT
616
Central Bank & Trust
Kentucky
$273K – – –
ESCM
617
Echo Street Capital Management
New York
$273K +$273K +3,146 New
TAM
618
Trust Asset Management
Texas
$271K – – –
CWM
619
Chicago Wealth Management
Illinois
$271K – – –
FMWA
620
Forvis Mazars Wealth Advisors
Missouri
$270K -$1.39K -16 -0.5%
ECM
621
ExodusPoint Capital Management
New York
$265K -$2.89M -33,455 -92%
NIM
622
Nexus Investment Management
Ontario, Canada
$264K +$264K +3,043 New
WANY
623
Wealthspire Advisors (New York)
New York
$262K – – –
AIP
624
Ameritas Investment Partners
Nebraska
$261K – – –
SWM
625
Spire Wealth Management
Virginia
$260K -$33.4K -385 -11%
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