DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.23%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
626
MCF Advisors
Kentucky
$344K -$19.3K -165 -5%
WP
627
WealthSource Partners
California
$340K -$219K -1,878 -39%
VHAM
628
Van Hulzen Asset Management
California
$337K +$337K +2,882 New
CCA
629
Checchi Capital Advisers
California
$335K +$41.6K +356 +14%
ISWM
630
Independent Solutions Wealth Management
New York
$335K -$8.41K -72 -2%
VCG
631
Vantage Consulting Group
Virginia
$334K -$54.9K -470 -14%
SA
632
Syntax Advisors
New York
$334K -$54.9K -470 -14%
MAM
633
Madison Asset Management
Wisconsin
$332K – – –
ARMT
634
Amica Retiree Medical Trust
Rhode Island
$330K -$289K -2,477 -47%
RW
635
REDW Wealth
New Mexico
$330K – – –
HAIM
636
Hunter Associates Investment Management
Pennsylvania
$327K – – –
MA
637
Montag & Associates
Georgia
$326K – – –
CW
638
CreativeOne Wealth
Kansas
$325K +$8.07K +69 +3%
BFC
639
Bedel Financial Consulting
Indiana
$322K +$322K +2,758 New
TW
640
Transform Wealth
Colorado
$319K -$2.92K -25 -0.9%
WMA
641
Wealth Management Associates
New Jersey
$319K -$27.5K -235 -8%
RGC
642
Roberts, Glore & Co
Illinois
$318K – – –
CAM
643
Cozad Asset Management
Illinois
$315K +$18.5K +158 +6%
MNBTD
644
Moody National Bank Trust Division
Texas
$314K – – –
TCOV
645
Trust Company of Vermont
Vermont
$314K -$4.32K -37 -1%
VIA
646
Vident Investment Advisory
Georgia
$312K -$1.34M -11,447 -81%
RZH
647
Relyea Zuckerberg Hanson
Connecticut
$311K +$2.1K +18 +0.7%
CWP
648
CFM Wealth Partners
Texas
$310K -$28.7K -246 -8%
MFS
649
Mirabella Financial Services
United Kingdom
$308K +$308K +2,634 New
NSIM
650
North Star Investment Management
Illinois
$307K – – –
24 25
26
27 28