DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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936 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 310 increasing their positions, 335 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.83%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
310
Reduced
335
Closed
90
Calls
$159M
Puts
$362M
Net Calls
-$202M
Net Calls Change
-$68.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.09B
2
Morgan Stanley
2
Morgan Stanley
New York
$352M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$163M
4
Ameriprise
4
Ameriprise
Minnesota
$295M
5
Citadel Advisors
5
Citadel Advisors
Florida
$143M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.47B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$942M
3
State Street
3
State Street
Massachusetts
$1.14B
4
PAM
4
Panagora Asset Management
Massachusetts
$4.1M
5
Truist Financial
5
Truist Financial
North Carolina
$121M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
651
Relyea Zuckerberg Hanson
Connecticut
$254K -$17.6K -186 -6%
BL
652
Balentine LLC
Georgia
$253K +$67.9K +717 +37%
CWS
653
Confluence Wealth Services
Pennsylvania
$252K +$252K +2,331 New
LP
654
LMR Partners
United Kingdom
$252K +$252K +2,662 New
AAS
655
Annex Advisory Services
Wisconsin
$250K +$250K +2,643 New
AT
656
American Trust
Kentucky
$249K -$169K -1,787 -40%
MA
657
Montag & Associates
Georgia
$248K – – –
DA
658
DCM Advisors
New York
$248K +$38.7K +408 +18%
SFG
659
SevenBridge Financial Group
Pennsylvania
$246K -$18.9K -200 -7%
BMO
660
Beck Mack & Oliver
New York
$246K – – –
HWM
661
HB Wealth Management
Georgia
$245K +$32.3K +342 +15%
GPA
662
Garrison Point Advisors
California
$244K -$11.3K -120 -4%
GSB
663
Greenfield Savings Bank
Massachusetts
$244K +$244K +2,575 New
SAI
664
Systematic Alpha Investments
New Jersey
$241K – – –
BFA
665
Bragg Financial Advisors
North Carolina
$241K +$43.5K +460 +22%
IC
666
Intersect Capital
California
$241K +$241K +2,544 New
GWM
667
Geneos Wealth Management
Colorado
$239K -$35.5K -364 -13%
IFWM
668
Institute for Wealth Management
Colorado
$239K – – –
SPWM
669
Schrum Private Wealth Management
Florida
$237K – – –
BBHC
670
Brown Brothers Harriman & Co
New York
$237K +$11K +116 +5%
PIP
671
Peachtree Investment Partners
Florida
$236K – – –
FMWA
672
Forvis Mazars Wealth Advisors
Missouri
$236K +$236K +2,500 New
WH
673
Willner & Heller
California
$233K +$27.8K +294 +14%
EP
674
Eudaimonia Partners
Tennessee
$233K +$233K +2,458 New
CL
675
CPWM LLC
Washington
$230K +$19.1K +202 +9%
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