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 %
Kovitz Investment Group Partners
676
Kovitz Investment Group Partners
Illinois
$268K -$95.2K -865 -26%
KIA
677
KCM Investment Advisors
California
$267K – – –
B
678
Barings
North Carolina
$266K – – –
PPWM
679
PFG Private Wealth Management
Florida
$264K +$264K +2,398 New
BBHC
680
Brown Brothers Harriman & Co
New York
$263K +$239K +2,170 +995%
FBT
681
First Bank & Trust
South Dakota
$261K -$35.9K -326 -12%
MOS
682
MGO One Seven
Ohio
$257K +$257K +2,335 New
APA
683
American Portfolios Advisors
New York
$256K +$12.6K +114 +5%
WF
684
Welch & Forbes
Massachusetts
$255K -$11.7K -106 -4%
SIM
685
Sentry Investment Management
Wisconsin
$255K +$255K +2,310 New
WANY
686
Wealthspire Advisors (New York)
New York
$254K -$31K -281 -11%
IAA
687
Independent Advisor Alliance
North Carolina
$251K -$245K -2,226 -49%
WH
688
Willner & Heller
California
$251K +$694 +6 +0.3%
RIL
689
Rothschild Investment LLC
Illinois
$249K – – –
RG
690
Renaissance Group
Kentucky
$249K – – –
CPA
691
Capital Planning Advisors
California
$249K +$18.8K +171 +8%
MCM
692
MAI Capital Management
Ohio
$248K +$5.07K +46 +2%
HWM
693
HB Wealth Management
Georgia
$248K +$248K +2,249 New
CL
694
CPWM LLC
Washington
$246K +$2.98K +27 +1%
DA
695
DCM Advisors
New York
$243K -$36.3K -330 -13%
WT
696
Washington Trust
Rhode Island
$241K -$220 -2 -0.1%
PP
697
Patten & Patten
Tennessee
$241K +$241K +2,191 New
DW
698
Domani Wealth
Pennsylvania
$238K – – –
GP
699
Girard Partners
Pennsylvania
$237K – – –
LA
700
Legacy Advisors
Pennsylvania
$237K +$237K +2,155 New
26 27
28
29 30