DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$504M
2
Truist Financial
Truist Financial
North Carolina
+$161M
3
MA
Marshfield Associates
District of Columbia
+$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.3M
3
Capital World Investors
Capital World Investors
California
-$56M
4
Goldman Sachs
Goldman Sachs
New York
-$51.5M
5
1SP
140 Summer Partners
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
626
One Wealth Advisors
California
$337K +$7.64K +68 +2%
EL
627
EMFO LLC
Florida
$336K – – –
GIA
628
Gladstone Institutional Advisory
Florida
$336K +$336K +2,987 New
CBT
629
Central Bank & Trust
Kentucky
$335K -$18.4K -164 -5%
PNC
630
Park National Corp
Ohio
$335K -$221K -1,968 -40%
FNFDCM
631
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$332K – – –
AIA
632
Arbor Investment Advisors
North Carolina
$332K -$899 -8 -0.3%
AMBIA
633
Allen Mooney & Barnes Investment Advisors
Georgia
$326K -$37.8K -336 -10%
Loomis, Sayles & Company
634
Loomis, Sayles & Company
Massachusetts
$325K -$9.78K -87 -3%
SFI
635
Siemens Fonds Invest
Germany
$322K +$322K +2,861 New
WP
636
WealthSource Partners
California
$322K +$225 +2 +0.1%
AG
637
AIA Group
Hong Kong
$320K +$320K +2,850 New
MAM
638
Madison Asset Management
Wisconsin
$320K – – –
AF
639
Allworth Financial
California
$315K -$49.3K -439 -14%
ISWM
640
Independent Solutions Wealth Management
New York
$315K -$3.37K -30 -1%
BP
641
Ballentine Partners
Massachusetts
$315K +$315K +2,802 New
AIP
642
Ameritas Investment Partners
Nebraska
$312K -$26.2K -233 -8%
WB
643
WesBanco Bank
West Virginia
$309K -$347K -3,084 -53%
RIL
644
Rothschild Investment LLC
Illinois
$305K -$536K -4,765 -64%
CI
645
Cigna Investments
Connecticut
$302K -$8K -71 -3%
TW
646
TrinityPoint Wealth
Connecticut
$300K +$300K +2,672 New
RGC
647
Roberts, Glore & Co
Illinois
$299K -$1.24K -11 -0.4%
TC
648
TownSquare Capital
Utah
$298K +$298K +2,654 New
VFA
649
Valeo Financial Advisors
Indiana
$298K +$298K +2,653 New
RBC
650
Romano Brothers & Co
Illinois
$297K – – –
24 25
26
27 28