DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
676
Snowden Capital Advisors
New York
$279K +$25.9K +222 +10%
GD
677
Grandfield & Dodd
New York
$277K -$53.6K -459 -16%
BCM
678
Brookstone Capital Management
Illinois
$277K -$9.71K -83 -3%
CT
679
Chicago Trust
Illinois
$274K -$4.91K -42 -2%
WWM
680
Western Wealth Management
Colorado
$271K +$1.29K +11 +0.5%
WF
681
Welch & Forbes
Massachusetts
$271K -$5.38K -46 -2%
JFG
682
Jefferies Financial Group
New York
$271K -$37K -317 -12%
CI
683
Conning Inc
Connecticut
$270K -$26.9K -230 -9%
CWS
684
Confluence Wealth Services
Pennsylvania
$269K -$7.36K -63 -3%
FBT
685
First Bank & Trust
South Dakota
$269K – – –
FCP
686
Fidelis Capital Partners
Florida
$269K +$269K +2,299 New
SFG
687
SevenBridge Financial Group
Pennsylvania
$269K – – –
AWM
688
Apollon Wealth Management
South Carolina
$267K -$50.5K -432 -16%
MFA
689
Mayflower Financial Advisors
Massachusetts
$266K -$43.6K -373 -14%
KWM
690
Kingsview Wealth Management
Oregon
$265K -$3.57M -30,537 -93%
DA
691
DCM Advisors
New York
$264K – – –
MWM
692
Modera Wealth Management
New Jersey
$263K +$263K +2,252 New
BSW
693
Buckingham Strategic Wealth
Missouri
$262K +$262K +2,242 New
HH
694
Hilltop Holdings
Texas
$260K -$8.65K -74 -3%
AT
695
American Trust
Kentucky
$260K -$24.9K -213 -9%
SFI
696
Siemens Fonds Invest
Germany
$258K -$8.49K -73 -3%
OWA
697
One Wealth Advisors
California
$254K +$254K +2,178 New
BP
698
Ballentine Partners
Massachusetts
$251K +$1.75K +15 +0.7%
MSAM
699
Moloney Securities Asset Management
Missouri
$251K +$251K +2,148 New
HI
700
Harbour Investments
Wisconsin
$251K +$2.34K +20 +0.9%
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