DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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715 hedge funds and large institutions have $9.21B invested in Discover Financial Services in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 237 increasing their positions, 307 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-166
Holders Change %
-18.84%
% of All Funds
15.79%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.09%
New
73
Increased
237
Reduced
307
Closed
228
Calls
$98.4M
Puts
$90.6M
Net Calls
+$7.74M
Net Calls Change
+$55M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$267M
2
Citadel Advisors
Citadel Advisors
Florida
+$105M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$90.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$76.3M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$74M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$232M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$109M
3
Boston Partners
Boston Partners
Massachusetts
-$108M
4
Bessemer Group
Bessemer Group
New Jersey
-$99.5M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$72.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFO
626
Tarbox Family Office
California
$12K +$1.55K +45 +15%
TL
627
TrueWealth LLC
Georgia
$11K -$1.28K -36 -10%
HIA
628
Harbor Investment Advisory
Maryland
$10K -$239K -6,700 -96%
SBL
629
Sargent Bickham Lagudis
Colorado
$10K -$449 -12 -4%
CHC
630
City Holding Co
West Virginia
$10K – – –
NL
631
NVWM LLC
Pennsylvania
$10K – – –
WTC
632
WhitTier Trust Company
Nevada
$10K +$5.11K +137 +105%
BL
633
Balentine LLC
Georgia
$10K +$7.12K +193 +247%
BII
634
Bainco International Investors
Massachusetts
$10K +$10K +275 New
IF
635
Ironwood Financial
Arizona
$9K -$2.66K -73 -23%
PFBT
636
Parkside Financial Bank & Trust
Missouri
$9K -$976 -27 -10%
TFS
637
TrustCore Financial Services
Tennessee
$9K -$488 -14 -5%
SL
638
Savior LLC
Massachusetts
$9K – – –
CA
639
Clearstead Advisors
Ohio
$9K +$9K +242 New
HFS
640
Hantz Financial Services
Michigan
$9K +$9K +258 New
AssetMark Inc
641
AssetMark Inc
California
$8K -$21.4K -592 -73%
WEC
642
Winslow Evans & Crocker
Massachusetts
$8K – – –
RFM
643
Royal Fund Management
Florida
$8K – – –
ClearBridge Investments
644
ClearBridge Investments
New York
$8K +$861 +24 +12%
DI
645
Disciplined Investments
Oklahoma
$8K +$8K +228 New
AA
646
AlphaMark Advisors
Kentucky
$7K -$3.71K -106 -35%
GAM
647
Gemmer Asset Management
California
$7K -$344 -9 -5%
SIS
648
Sound Income Strategies
Florida
$7K – – –
Bank Julius Baer & Co
649
Bank Julius Baer & Co
Switzerland
$7K +$7K +197 New
EWM
650
Elmwood Wealth Management
California
$6.55K +$6.55K +91 New
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