DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
626
Arbor Investment Advisors
North Carolina
$331K – – –
TAM
627
Trust Asset Management
Texas
$331K +$1.54K +14 +0.5%
WA
628
WestEnd Advisors
North Carolina
$330K -$462 -4 Closed
WPW
629
Waldron Private Wealth
Pennsylvania
$330K +$15.7K +143 +5%
Loomis, Sayles & Company
630
Loomis, Sayles & Company
Massachusetts
$326K +$16.1K +146 +5%
HI
631
Horizon Investments
North Carolina
$325K +$66K +599 +25%
RGC
632
Roberts, Glore & Co
Illinois
$324K -$5.51K -50 -2%
RZH
633
Relyea Zuckerberg Hanson
Connecticut
$323K -$7.54K -67 -2%
WI
634
Wedgewood Investors
Pennsylvania
$320K – – –
AMBIA
635
Allen Mooney & Barnes Investment Advisors
Georgia
$320K +$320K +2,900 New
CWP
636
CFM Wealth Partners
Texas
$319K – – –
HFM
637
Harvest Fund Management
China
$319K +$141K +1,287 +80%
CPA
638
Court Place Advisors
Maryland
$316K +$110 +1 +0%
SICM
639
Sustainable Insight Capital Management
New York
$313K – – –
AWM
640
Apollon Wealth Management
South Carolina
$312K -$113K -1,030 -27%
FPS
641
Fieldpoint Private Securities
Connecticut
$312K +$3.08K +28 +1%
PBO
642
Peoples Bank (Ohio)
Ohio
$311K +$311K +2,823 New
GWM
643
Geneos Wealth Management
Colorado
$310K -$5.51K -50 -2%
CCA
644
Checchi Capital Advisers
California
$310K +$18.6K +169 +6%
SFG
645
SevenBridge Financial Group
Pennsylvania
$308K -$27.5K -250 -8%
SB
646
Sunflower Bank
Texas
$307K -$20.2K -184 -6%
MFA
647
Mayflower Financial Advisors
Massachusetts
$307K -$3.63K -33 -1%
MHC
648
Meyer Handelman Company
New York
$304K – – –
MFW
649
Meristem Family Wealth
Minnesota
$303K -$2.76K -25 -0.9%
FB
650
Fulton Bank
Pennsylvania
$301K -$1.32K -12 -0.4%
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