DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$504M
2
Truist Financial
Truist Financial
North Carolina
+$161M
3
MA
Marshfield Associates
District of Columbia
+$126M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$109M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$125M
2
Nordea Investment Management
Nordea Investment Management
Sweden
-$79.3M
3
Capital World Investors
Capital World Investors
California
-$56M
4
Goldman Sachs
Goldman Sachs
New York
-$51.5M
5
1SP
140 Summer Partners
New York
-$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
676
Institute for Wealth Management
Colorado
$272K – – –
HI
677
Harbour Investments
Wisconsin
$272K +$11.7K +104 +4%
CG
678
Caprock Group
Idaho
$271K +$271K +2,414 New
BB
679
Bell Bank
North Dakota
$271K – – –
CAM
680
Cozad Asset Management
Illinois
$268K – – –
CW
681
CreativeOne Wealth
Kansas
$267K -$5.83K -52 -2%
MWM
682
Mission Wealth Management
California
$267K +$267K +2,373 New
GD
683
Grandfield & Dodd
New York
$267K – – –
WF
684
Welch & Forbes
Massachusetts
$264K – – –
FI
685
FWG Investments
Kentucky
$263K +$263K +2,341 New
FA
686
FDx Advisors
Illinois
$262K -$1.46K -13 -0.6%
DILIC
687
Dai-ichi Life Insurance Company
Japan
$262K – – –
WWM
688
Western Wealth Management
Colorado
$258K -$2.92K -26 -1%
CI
689
Conning Inc
Connecticut
$256K +$256K +2,278 New
MWM
690
Modera Wealth Management
New Jersey
$254K +$254K +2,259 New
RW
691
REDW Wealth
New Mexico
$253K -$32.4K -288 -11%
PCM
692
Penserra Capital Management
California
$253K -$55.7K -499 -18%
WPW
693
Waldron Private Wealth
Pennsylvania
$251K -$82.3K -732 -25%
NC
694
NinePointTwo Capital
California
$250K +$250K +2,233 New
SAG
695
SageView Advisory Group
California
$250K +$250K +2,305 New
DA
696
DCM Advisors
New York
$248K +$248K +2,207 New
BFC
697
Bedel Financial Consulting
Indiana
$247K -$24.3K -216 -9%
PCOC
698
Power Corp of Canada
Canada
$243K -$2.64M -23,447 -92%
RZH
699
Relyea Zuckerberg Hanson
Connecticut
$242K -$36.3K -323 -13%
BCM
700
Brookstone Capital Management
Illinois
$242K +$242K +2,151 New
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