DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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728 hedge funds and large institutions have $18.6B invested in Discover Financial Services in 2016 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 267 increasing their positions, 279 reducing their positions, and 48 closing their positions.

Holders
728
Holders Change
+22
Holders Change %
+3.12%
% of All Funds
19.45%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
77
Increased
267
Reduced
279
Closed
48
Calls
$177M
Puts
$155M
Net Calls
+$22.1M
Net Calls Change
-$40.7M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$219M
2
Boston Partners
2
Boston Partners
Massachusetts
$896M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$78.7M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$127M
5
Primecap Management
5
Primecap Management
California
$207M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$7.65M
2
SIG
2
Senator Investment Group
New York
$0
3
CI Investments Inc
3
CI Investments Inc
Ontario, Canada
$17.8M
4
LCS
4
Levin Capital Strategies
New York
$1.13M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$781M
Name Market Value Shares Shares
Change 		Shares
Change %
ACS
676
Archford Capital Strategies
Illinois
$27K 510 +510 New
BWA
677
Burt Wealth Advisors
Maryland
$23K 442 -27 -6%
NCM
678
Nelson Capital Management
California
$23K 435 +435 New
HR
679
Howe & Rusling
New York
$21K 399 -1,242 -76%
MRCM
680
M&R Capital Management
New Jersey
$21K 400 +400 New
FPB
681
First PREMIER Bank
South Dakota
$20K 368 +290 +372%
IR
682
Invictus RG
Bermuda
$20K 380 +380 New
CFA
683
Carroll Financial Associates
North Carolina
$18K 341 – –
SSB
684
Sandy Spring Bank
Maryland
$18K 341 – –
ATC
685
Adirondack Trust Company
New York
$17K 318 – –
M
686
MOTCO
Texas
$17K 312 – –
SAM
687
Shamrock Asset Management
Texas
$17K 321 – –
WP
688
WealthPLAN Partners
Nebraska
$16.1K 825 +825 New
FPFS
689
First Personal Financial Services
North Carolina
$15K 283 +283 New
WA
690
WealthTrust-Arizona
Arizona
$14K 260 – –
TFO
691
Tarbox Family Office
California
$14K 255 – –
SBL
692
Sargent Bickham Lagudis
Colorado
$14K 255 +50 +24%
Carson Wealth (CWM LLC)
693
Carson Wealth (CWM LLC)
Nebraska
$13K 234 – –
WAS
694
WESPAC Advisors SoCal
California
$11.3K 210 – –
RFA
695
Reilly Financial Advisors
California
$11K 207 -50 -19%
IPC
696
Independent Portfolio Consultants
Florida
$10K 185 -1,095 -86%
KF
697
Krilogy Financial
Missouri
$10K 182 +97 +114%
CCM
698
Cribstone Capital Management
Maine
$10K 185 +185 New
PFO
699
Pathstone Family Office
New Jersey
$9K 175 +175 New
AIM
700
Advantage Investment Management
Iowa
$8K 152 – –
26 27
28
29 30