DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
651
TriaGen Wealth Management
California
$300K – – –
GPA
652
Garrison Point Advisors
California
$298K – – –
RE
653
RBC Europe
United Kingdom
$298K – – –
PSUF
654
People's United Financial
Connecticut
$295K -$13.6K -123 -4%
XT
655
XTX Topco
Cayman Islands
$293K +$293K +2,656 New
Wolverine Trading
656
Wolverine Trading
Illinois
$292K -$826K -7,280 -74%
TIM
657
Tortoise Investment Management
New York
$292K +$292K +2,652 New
MA
658
Montag & Associates
Georgia
$289K -$165K -1,500 -36%
PHK
659
Point72 Hong Kong
Hong Kong
$288K -$215K -1,956 -43%
IAIM
660
Industrial Alliance Investment Management
Quebec, Canada
$287K +$33.6K +305 +13%
BMO
661
Beck Mack & Oliver
New York
$286K – – –
MG
662
Mather Group
Illinois
$285K – – –
SAI
663
Systematic Alpha Investments
New Jersey
$281K – – –
GD
664
Grandfield & Dodd
New York
$280K – – –
IFWM
665
Institute for Wealth Management
Colorado
$278K -$12K -109 -4%
CA
666
Cetera Advisors
Colorado
$277K +$46.7K +424 +20%
PIP
667
Peachtree Investment Partners
Florida
$275K – – –
SPWM
668
Schrum Private Wealth Management
Florida
$275K +$11K +100 +4%
GG
669
Gofen & Glossberg
Illinois
$274K – – –
FFA
670
Founders Financial Alliance
North Carolina
$272K – – –
AAS
671
Ameritas Advisory Services
Nebraska
$271K -$7.4K -67 -3%
ESCM
672
Echo Street Capital Management
New York
$271K +$271K +2,460 New
SC
673
SouthState Corp
Florida
$270K -$11.9K -108 -4%
BCM
674
Brookstone Capital Management
Illinois
$269K +$269K +2,421 New
FMAEN1
675
Fund Management at Engine No 1
California
$269K +$269K +2,438 New
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