DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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851 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 346 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
-5
Holders Change %
-0.58%
% of All Funds
19.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
70
Increased
262
Reduced
346
Closed
68
Calls
$109M
Puts
$113M
Net Calls
-$4.37M
Net Calls Change
+$9.02M

Top Buyers

1
Ninety One (UK)
Ninety One (UK)
United Kingdom
$223M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$201M
3
APG Asset Management
APG Asset Management
Netherlands
$161M
4
Man Group
Man Group
United Kingdom
$72.9M
5
Allianz Asset Management
Allianz Asset Management
Germany
$122M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$668M
2
AAMU
Amundi Asset Management US
Massachusetts
$220M
3
Morgan Stanley
Morgan Stanley
New York
$280M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27.7M
5
O
OppenheimerFunds
New York
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
651
Focused Wealth Management
New York
$176K – – –
FIB
652
First Interstate Bank
Montana
$173K -$3.37K -44 -2%
EWM
653
Edge Wealth Management
New York
$168K – – –
TC
654
Truvestments Capital
Florida
$163K +$163K +2,136 New
WT
655
Whittier Trust
California
$157K – – –
APP
656
Avantax Planning Partners
Iowa
$155K +$155K +2,027 New
VCM
657
Vigilant Capital Management
Maine
$153K – – –
RCC
658
Red Cedar Capital
Nebraska
$152K – – –
S
659
SignatureFD
Georgia
$151K -$5.04K -66 -3%
CCM
660
Covington Capital Management
California
$151K – – –
PCG
661
Private Capital Group
Connecticut
$147K -$16K -210 -10%
ASN
662
Advisory Services Network
Georgia
$147K -$6.83K -89 -4%
OFS
663
Orrstown Financial Services
Pennsylvania
$137K – – –
WSTAM
664
Wilbanks Smith & Thomas Asset Management
Virginia
$135K +$135K +1,768 New
OC
665
Oakworth Capital
Alabama
$123K – – –
IUHSA
666
Itau Unibanco Holding S.A.
Brazil
$120K -$108K -1,408 -47%
TCOV
667
Trust Company of Vermont
Vermont
$120K +$11.5K +150 +11%
PAI
668
Pittenger & Anderson Inc
Nebraska
$115K – – –
LGWM
669
Litman Gregory Wealth Management
California
$115K – – –
VFA
670
Valeo Financial Advisors
Indiana
$115K +$13.5K +194 +13%
ATC
671
Adirondack Trust Company
New York
$102K +$68.5K +900 +205%
SNT
672
Security National Trust
West Virginia
$100K -$33K -431 -25%
OFW
673
Omnia Family Wealth
Florida
$100K +$306 +4 +0.3%
SWA
674
Sutton Wealth Advisors
Florida
$99.7K – – –
GRP
675
Global Retirement Partners
California
$99K -$609 -8 -0.6%
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