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 %
CAAS
601
Capital Asset Advisory Services
Michigan
$373K -$21.4K -190 -5%
AWM
602
Axxcess Wealth Management
California
$373K -$21.4K -190 -5%
NCM
603
Narwhal Capital Management
Georgia
$372K -$179K -1,588 -32%
AF
604
Advisornet Financial
Minnesota
$371K +$2.59K +23 +0.7%
BIG
605
Brooklyn Investment Group
New York
$369K +$369K +3,286 New
PK
606
Pflug Koory
Nebraska
$368K – – –
HWA
607
HCR Wealth Advisors
California
$363K +$562 +5 +0.2%
CIS
608
Custom Index Systems
New York
$360K +$360K +3,207 New
HAIM
609
Hunter Associates Investment Management
Pennsylvania
$360K – – –
MA
610
Montag & Associates
Georgia
$358K +$45K +400 +14%
CC
611
Centiva Capital
New York
$358K -$1.52M -13,488 -81%
EH
612
Equitable Holdings
New York
$357K +$34.6K +308 +11%
WIC
613
Woodmont Investment Counsel
Tennessee
$352K +$352K +3,134 New
EGM
614
Engineers Gate Manager
New York
$352K -$11.4M -101,675 -97%
TAM
615
Trust Asset Management
Texas
$352K – – –
SAM
616
Silvercrest Asset Management
New York
$351K -$8.09K -72 -2%
CWM
617
Chicago Wealth Management
Illinois
$351K – – –
WANY
618
Wealthspire Advisors (New York)
New York
$351K +$11.1K +99 +3%
MPPLM
619
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$347K +$11.5K +102 +3%
BPC
620
Banque Pictet & Cie
Switzerland
$345K -$99.6K -886 -22%
NIM
621
Nexus Investment Management
Ontario, Canada
$342K – – –
GRP
622
Global Retirement Partners
California
$341K -$12.2K -111 -3%
VCG
623
Vantage Consulting Group
Virginia
$339K -$72.5K -645 -18%
C
624
Certuity
Florida
$339K +$339K +3,015 New
OTL
625
Oak Thistle LLC
New York
$338K +$338K +3,004 New
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