DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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881 hedge funds and large institutions have $22.5B invested in Discover Financial Services in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 285 increasing their positions, 335 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
881
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
17.4%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
105
Increased
285
Reduced
335
Closed
66
Calls
$138M
Puts
$185M
Net Calls
-$47.2M
Net Calls Change
-$66.6M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$201M
2
RP
2
RR Partners
New York
$63.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$198M
5
Capital World Investors
5
Capital World Investors
California
$2.01B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.81B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$10.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$136M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
626
SevenBridge Financial Group
Pennsylvania
$280K – – –
PWMAG
627
Pinnacle Wealth Management Advisory Group
New Jersey
$280K +$2.55K +30 +0.9%
DADC
628
D.A. Davidson & Co
Montana
$278K +$278K +3,277 New
HH
629
Hilltop Holdings
Texas
$274K -$54.5K -643 -17%
PCM
630
Prelude Capital Management
New York
$273K +$168K +1,987 +161%
PMG
631
ProVise Management Group
Florida
$264K – – –
FBT
632
First Bank & Trust
South Dakota
$264K +$6.29K +74 +2%
SFFS
633
Stonehage Fleming Financial Services
Jersey
$263K – – –
AWM
634
Alterna Wealth Management
Texas
$260K +$30.7K +361 +13%
WF
635
Welch & Forbes
Massachusetts
$259K +$259K +3,054 New
MAFM
636
Mid Atlantic Financial Management
Pennsylvania
$254K -$1.44K -17 -0.6%
BMO
637
Beck Mack & Oliver
New York
$254K -$849 -10 -0.3%
FMLI
638
Fukoku Mutual Life Insurance
Japan
$254K +$33.9K +400 +15%
SRAM
639
Stone Ridge Asset Management
New York
$254K +$254K +3,000 New
DW
640
Domani Wealth
Pennsylvania
$251K – – –
HI
641
Horizon Investments
North Carolina
$251K +$33.4K +393 +15%
JIC
642
Johnson Investment Counsel
Ohio
$249K +$249K +2,932 New
SFS
643
Sowell Financial Services
Arkansas
$247K -$11.4K -135 -4%
BCM
644
BlueCrest Capital Management
Jersey
$246K -$62.3K -736 -20%
AWM
645
Aevitas Wealth Management
Massachusetts
$242K +$680 +8 +0.3%
HSA
646
HBK Sorce Advisory
Pennsylvania
$241K -$6.35K -75 -3%
BJL
647
Brighton Jones LLC
Washington
$240K +$16.7K +197 +7%
RGC
648
Roberts, Glore & Co
Illinois
$237K -$10.5K -124 -4%
HAIM
649
Hunter Associates Investment Management
Pennsylvania
$237K – – –
Kovitz Investment Group Partners
650
Kovitz Investment Group Partners
Illinois
$236K – – –
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