DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$209M
2
Capital World Investors
Capital World Investors
California
+$202M
3
RCM
Rokos Capital Management
United Kingdom
+$197M
4
DKCM
Davidson Kempner Capital Management
New York
+$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$259M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
BlackRock
BlackRock
New York
-$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFP
626
FourThought Financial Partners
Florida
$584K +$512 +3 +0.1%
PCM
627
Pennsylvania Capital Management
Pennsylvania
$583K -$2.56K -15 -0.4%
AM
628
AGF Management
Ontario, Canada
$580K +$10.6K +62 +2%
TWC
629
TD Waterhouse Canada
Ontario, Canada
$579K -$47.4K -279 -8%
ABLA
630
Alan B. Lancz & Associates
Ohio
$572K – – –
PSFG
631
Prairie Sky Financial Group
Illinois
$567K – – –
SCM
632
SCS Capital Management
Massachusetts
$565K +$565K +3,311 New
SWM
633
Sendero Wealth Management
Texas
$565K +$79.7K +467 +16%
NAS
634
Nicolet Advisory Services
Wisconsin
$557K +$4.12K +26 +0.7%
LGA
635
Lebenthal Global Advisors
New York
$555K -$426K -2,494 -43%
MYIA
636
Mount Yale Investment Advisors
Colorado
$547K -$322K -1,883 -37%
FRA
637
Frank Rimerman Advisors
California
$547K +$12.8K +75 +2%
MCM
638
MAI Capital Management
Ohio
$546K -$7.17K -42 -1%
SCA
639
Snowden Capital Advisors
New York
$546K -$118K -689 -18%
HWA
640
HCR Wealth Advisors
California
$546K -$10.6K -62 -2%
JIC
641
Johnson Investment Counsel
Ohio
$544K -$10.2K -60 -2%
EIP
642
Epoch Investment Partners
New York
$543K -$118K -692 -18%
AIA
643
Affinity Investment Advisors
California
$539K +$83.8K +491 +18%
SC
644
Schubert & Co
Texas
$533K -$78.7K -461 -13%
CWP
645
Cyndeo Wealth Partners
Florida
$529K -$60.3K -353 -10%
GAA
646
Global Assets Advisory
Florida
$528K +$319K +1,956 +153%
CT
647
Chicago Trust
Illinois
$527K +$27K +158 +5%
CAM
648
Councilmark Asset Management
Tennessee
$524K – – –
EFG
649
Everhart Financial Group
Ohio
$524K +$42.8K +251 +9%
GCM
650
Generation Capital Management
New York
$521K – – –
24 25
26
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