DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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972 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 64 closing their positions.

Holders
972
Holders Change
+54
Holders Change %
+5.88%
% of All Funds
15.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
135
Increased
329
Reduced
324
Closed
64
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
Capital World Investors
2
Capital World Investors
California
$1.85B
3
EC
3
Eminence Capital
New York
$102M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$276M
5
Millennium Management
5
Millennium Management
New York
$218M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$166M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$682M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$160M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
676
Brown Brothers Harriman & Co
New York
$262K – – –
RZH
677
Relyea Zuckerberg Hanson
Connecticut
$259K +$7.04K +72 +3%
MFA
678
Mayflower Financial Advisors
Massachusetts
$258K -$6.75K -69 -3%
CI
679
Conning Inc
Connecticut
$257K -$63K -644 -20%
WWM
680
Western Wealth Management
Colorado
$257K -$304K -3,105 -54%
ARMT
681
Amica Retiree Medical Trust
Rhode Island
$255K -$80K -818 -24%
FB
682
Fulton Bank
Pennsylvania
$255K -$23.4K -239 -8%
BCM
683
Brookstone Capital Management
Illinois
$254K +$254K +2,467 New
SFG
684
SevenBridge Financial Group
Pennsylvania
$254K – – –
WH
685
Willner & Heller
California
$254K -$5.19K -53 -2%
MA
686
MCF Advisors
Kentucky
$253K +$103K +1,055 +69%
GPA
687
Garrison Point Advisors
California
$252K – – –
GSB
688
Greenfield Savings Bank
Massachusetts
$252K – – –
AWM
689
Apollon Wealth Management
South Carolina
$251K -$17.3K -177 -6%
MFS
690
Mirabella Financial Services
United Kingdom
$251K +$251K +2,563 New
BMO
691
Beck Mack & Oliver
New York
$250K – – –
SAI
692
Systematic Alpha Investments
New Jersey
$249K – – –
Dimensional Fund Advisors
693
Dimensional Fund Advisors
Texas
$248K +$4.89K +49,968 +2%
BFA
694
Bragg Financial Advisors
North Carolina
$246K -$3.62K -37 -1%
SPWM
695
Schrum Private Wealth Management
Florida
$245K – – –
PIP
696
Peachtree Investment Partners
Florida
$245K – – –
TWM
697
TriaGen Wealth Management
California
$242K – – –
AT
698
American Trust
Kentucky
$241K -$6.95K -71 -3%
HH
699
Hilltop Holdings
Texas
$237K -$1.27K -13 -0.5%
SPW
700
Sonoma Private Wealth
California
$237K +$237K +2,426 New
26 27
28
29 30