DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,049 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 351 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.17%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
351
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$696M
2
BlackRock
BlackRock
New York
$2.9B
3
Bank of America
Bank of America
North Carolina
$264M
4
Capital World Investors
Capital World Investors
California
$2.93B
5
FCM
Farallon Capital Management
California
$102M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.12M
2
TCAM
Turtle Creek Asset Management
Ontario, Canada
$0
3
Citadel Advisors
Citadel Advisors
Florida
$51.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$151M
5
SC
Sculptor Capital
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
651
Madison Asset Management
Wisconsin
$399K – – –
IWA
652
Icon Wealth Advisors
Texas
$398K +$30.7K +219 +8%
BCM
653
Birch Capital Management
Texas
$398K -$78.1K -557 -16%
SWM
654
SeaCrest Wealth Management
New York
$397K -$125K -890 -24%
Financial Engines Advisors
655
Financial Engines Advisors
California
$395K -$2.95K -21 -0.7%
RIL
656
Rothschild Investment LLC
Illinois
$393K -$2.53K -18 -0.6%
HAIM
657
Hunter Associates Investment Management
Pennsylvania
$393K – – –
TCOV
658
Trust Company of Vermont
Vermont
$393K +$112K +800 +40%
ACA
659
Aptus Capital Advisors
Alabama
$389K +$126K +895 +48%
KLCM
660
KG&L Capital Management
Louisiana
$387K +$3.51K +25 +0.9%
KA
661
Kozak & Associates
Colorado
$387K +$1.03K +7 +0.3%
RFC
662
Regions Financial Corp
Alabama
$386K +$38.6K +275 +11%
WPC
663
Wedmont Private Capital
Pennsylvania
$385K -$5.04K -35 -1%
SFI
664
Siemens Fonds Invest
Germany
$384K – – –
SWM
665
Spire Wealth Management
Virginia
$380K -$31K -221 -8%
CAAS
666
Capital Asset Advisory Services
Michigan
$380K -$11.2K -79 -3%
RG
667
Renaissance Group
Kentucky
$379K – – –
AWM
668
Axxcess Wealth Management
California
$378K -$8.14K -58 -2%
CM
669
Cercano Management
Washington
$374K +$374K +2,666 New
OCBCO
670
Oversea-Chinese Banking Corp (OCBC)
Singapore
$372K – – –
VFA
671
Valeo Financial Advisors
Indiana
$372K +$2.25K +16 +0.6%
EFG
672
Everhart Financial Group
Ohio
$370K +$87.8K +626 +31%
ZF
673
Zhang Financial
Michigan
$370K +$370K +2,636 New
CI
674
Cigna Investments
Connecticut
$365K -$5.75K -41 -2%
MWM
675
Mission Wealth Management
California
$364K +$2.67K +19 +0.7%
25 26
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28 29