DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

Back to rankings

1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M

Top Buyers

1
SC
1
Sessa Capital
New York
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$356M
3
Millennium Management
3
Millennium Management
New York
$279M
4
PCM
4
Pentwater Capital Management
Florida
$203M
5
Norges Bank
5
Norges Bank
Norway
$560M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$531M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Capital World Investors
3
Capital World Investors
California
$2.19B
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
676
Romano Brothers & Co
Illinois
$308K -$39.3K -300 -11%
CW
677
CreativeOne Wealth
Kansas
$306K -$5.63K -43 -2%
DILIC
678
Dai-ichi Life Insurance Company
Japan
$306K – – –
IGAM
679
iA Global Asset Management
Quebec, Canada
$303K -$1.52M -11,579 -83%
WF
680
Welch & Forbes
Massachusetts
$303K -$4.59K -35 -1%
GLA
681
Great Lakes Advisors
Illinois
$303K -$34.1K -260 -10%
EI
682
Ellevest Inc
New York
$302K -$40.1K -306 -12%
OFG
683
OmniStar Financial Group
North Carolina
$301K +$301K +2,292 New
WWM
684
Western Wealth Management
Colorado
$300K -$1.44K -11 -0.5%
EFA
685
Edge Financial Advisors
Illinois
$299K +$299K +2,282 New
CI
686
Conning Inc
Connecticut
$299K – – –
BW
687
Bison Wealth
Georgia
$298K +$298K +2,277 New
HTC
688
Haverford Trust Company
Pennsylvania
$298K +$298K +2,275 New
SF
689
Summit Financial
New Jersey
$297K -$595K -4,536 -67%
CGL
690
Clarius Group LLC
Washington
$297K -$33.8K -258 -10%
WPW
691
Waldron Private Wealth
Pennsylvania
$297K +$4.33K +33 +1%
HI
692
Harbour Investments
Wisconsin
$295K -$22.2K -169 -7%
GM
693
GeoWealth Management
Illinois
$294K +$129K +983 +78%
PPWP
694
Premier Path Wealth Partners
New Jersey
$292K +$14.3K +109 +5%
SPC
695
Sigma Planning Corp
Michigan
$291K +$291K +2,222 New
KLCM
696
KG&L Capital Management
Louisiana
$290K +$290K +2,212 New
AF
697
Advisornet Financial
Minnesota
$289K -$144K -1,095 -33%
DAS
698
Dynamic Advisor Solutions
Arizona
$289K +$12.2K +93 +4%
HH
699
Hilltop Holdings
Texas
$288K +$6.69K +51 +2%
OIA
700
OneDigital Investment Advisors
Kansas
$287K -$188K -1,431 -39%
26 27
28
29 30