DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.61B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
Millennium Management
3
Millennium Management
New York
$152M
4
Holocene Advisors
4
Holocene Advisors
New York
$90.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$217M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$577M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$729M
3
CGPCS
3
Capital Group Private Client Services
California
$226K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$510M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
676
DCM Advisors
New York
$222K -$15.8K -174 -7%
MA
677
Montag & Associates
Georgia
$217K -$21.6K -238 -9%
EH
678
Equitable Holdings
New York
$217K +$217K +2,391 New
AAS
679
Annex Advisory Services
Wisconsin
$211K -$28.8K -317 -12%
FBT
680
First Bank & Trust
South Dakota
$210K -$2.73K -30 -1%
WF
681
Welch & Forbes
Massachusetts
$210K – – –
CWS
682
Confluence Wealth Services
Pennsylvania
$209K -$2.73K -30 -1%
BFC
683
Bedel Financial Consulting
Indiana
$209K +$209K +2,070 New
SC
684
SouthState Corp
Florida
$206K – – –
RG
685
Renaissance Group
Kentucky
$206K – – –
PTC
686
Petrus Trust Company
Texas
$206K +$206K +2,267 New
TAIM
687
TD Ameritrade Investment Management
Nebraska
$203K -$162K -1,789 -44%
RIL
688
Rothschild Investment LLC
Illinois
$203K -$3K -33 -1%
IWM
689
IHT Wealth Management
Illinois
$203K +$203K +2,232 New
CL
690
CPWM LLC
Washington
$202K -$18.9K -208 -9%
PFS
691
Prospera Financial Services
Texas
$201K +$4.28K +47 +2%
IAIM
692
Industrial Alliance Investment Management
Quebec, Canada
$199K +$199K +2,184 New
EWA
693
EverSource Wealth Advisors
Alabama
$196K -$119K -1,309 -38%
WT
694
Washington Trust
Rhode Island
$192K -$996 -11 -0.5%
AIP
695
Almanack Investment Partners
Pennsylvania
$191K +$191K +2,104 New
NSIM
696
North Star Investment Management
Illinois
$189K – – –
APW
697
Acima Private Wealth
Virginia
$187K – – –
WT
698
Whittier Trust
California
$185K +$3.1K +34 +2%
RCC
699
Red Cedar Capital
Nebraska
$182K – – –
SIM
700
Sentry Investment Management
Wisconsin
$176K – – –
26 27
28
29 30