DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-14
Holders Change %
-1.65%
% of All Funds
18.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
99
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$172M
2
Barclays
Barclays
United Kingdom
+$34.3M
3
Principal Financial Group
Principal Financial Group
Iowa
+$29.6M
4
JIM
Jupiter Investment Management
United Kingdom
+$28.2M
5
BA
Bridgewater Associates
Connecticut
+$24.8M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.6M
2
O
OppenheimerFunds
New York
-$75.8M
3
Morgan Stanley
Morgan Stanley
New York
-$59.6M
4
EIP
Epoch Investment Partners
New York
-$55.9M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$45.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
FL
626
Fort LP
Maryland
$111K +$111K +1,876 New
JA
627
JOYN Advisors
Georgia
$110K -$39.8K -677 -27%
AP
628
Atwood & Palmer
Missouri
$109K -$233K -3,950 -68%
CAPTRUST Financial Advisors
629
CAPTRUST Financial Advisors
North Carolina
$109K +$67.6K +1,146 +163%
PCG
630
Private Capital Group
Connecticut
$106K -$8.34K -141 -7%
OFS
631
Orrstown Financial Services
Pennsylvania
$105K – – –
JCM
632
Jacobi Capital Management
Pennsylvania
$105K +$71.6K +1,217 +214%
IWA
633
Intercontinental Wealth Advisors
Texas
$102K +$102K +1,722 New
CAM
634
Cresset Asset Management
Illinois
$102K +$102K +1,736 New
KA
635
Kintegral Advisory
New York
$101K +$101K +1,713 New
CG
636
Cutler Group
California
$100K +$74.9K +1,275 +299%
VFA
637
Valeo Financial Advisors
Indiana
$96K -$645 -11 -0.7%
OC
638
Oakworth Capital
Alabama
$95K – – –
OAM
639
Oppenheimer Asset Management
New York
$91K +$91K +1,537 New
CA
640
Claro Advisors
Massachusetts
$89K +$89K +1,164 New
PAI
641
Pittenger & Anderson Inc
Nebraska
$88K – – –
LGWM
642
Litman Gregory Wealth Management
California
$88K – – –
PWMG
643
Prestige Wealth Management Group
New Jersey
$88K +$88K +1,496 New
TCOV
644
Trust Company of Vermont
Vermont
$85K -$7.76K -131 -8%
BWA
645
Burt Wealth Advisors
Maryland
$85K +$35.4K +600 +71%
LFA
646
Legacy Financial Advisors
Kentucky
$84K +$44.6K +760 +113%
OFW
647
Omnia Family Wealth
Florida
$77K +$235 +4 +0.3%
WB
648
Webster Bank
Connecticut
$77K +$2.96K +50 +4%
ER
649
Enlightenment Research
Florida
$77K +$77K +1,300 New
SWA
650
Sutton Wealth Advisors
Florida
$76.9K – – –
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