DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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850 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 248 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+13
Holders Change %
+1.55%
% of All Funds
19.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
97
Increased
248
Reduced
351
Closed
77
Calls
$107M
Puts
$130M
Net Calls
-$23M
Net Calls Change
+$404K

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$160M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$112M
3
AAMU
Amundi Asset Management US
Massachusetts
+$83.8M
4
Morgan Stanley
Morgan Stanley
New York
+$76.7M
5
PAM
Panagora Asset Management
Massachusetts
+$67.3M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$126M
2
State Street
State Street
Massachusetts
-$71.7M
3
Goldman Sachs
Goldman Sachs
New York
-$59.6M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$49.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SQA
651
Simon Quick Advisors
New Jersey
$192K -$48.2K -668 -20%
SC
652
SRB Corp
Massachusetts
$189K -$21K -292 -10%
LFA
653
Legacy Financial Advisors
Kentucky
$172K -$117K -1,628 -40%
FIB
654
First Interstate Bank
Montana
$166K – – –
FWM
655
Focused Wealth Management
New York
$165K – – –
WAM
656
Wealthspire Advisors (Maryland)
Maryland
$160K -$22.1K -307 -12%
WT
657
Whittier Trust
California
$148K -$36.8K -512 -20%
CBT
658
Capital Bank & Trust
California
$146K -$111K -1,540 -43%
VCM
659
Vigilant Capital Management
Maine
$144K -$72K -1,000 -33%
RCC
660
Red Cedar Capital
Nebraska
$144K – – –
PCG
661
Private Capital Group
Connecticut
$144K +$84.3K +1,174 +141%
S
662
SignatureFD
Georgia
$143K +$143K +1,993 New
CCM
663
Covington Capital Management
California
$142K – – –
OFS
664
Orrstown Financial Services
Pennsylvania
$134K +$3.17K +44 +2%
IWM
665
IHT Wealth Management
Illinois
$130K -$107K -1,534 -45%
SNT
666
Security National Trust
West Virginia
$128K +$40.6K +563 +46%
APP
667
Avantax Planning Partners
Iowa
$126K +$126K +1,756 New
OC
668
Oakworth Capital
Alabama
$115K -$3.86K -54 -3%
CPIG
669
Chicago Partners Investment Group
Illinois
$114K +$72 +1 +0.1%
PAI
670
Pittenger & Anderson Inc
Nebraska
$108K – – –
LGWM
671
Litman Gregory Wealth Management
California
$108K – – –
VFA
672
Valeo Financial Advisors
Indiana
$105K +$145 +2 +0.1%
TAM
673
Tiverton Asset Management
Delaware
$101K -$203K -2,819 -67%
PWM
674
Perigon Wealth Management
California
$101K -$42.1K -585 -29%
VIA
675
Vantage Investment Advisors
Pennsylvania
$98K – – –
25 26
27
28 29