DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,049 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 351 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.17%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
351
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$696M
2
BlackRock
BlackRock
New York
$2.9B
3
Bank of America
Bank of America
North Carolina
$264M
4
Capital World Investors
Capital World Investors
California
$2.93B
5
FCM
Farallon Capital Management
California
$102M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.12M
2
TCAM
Turtle Creek Asset Management
Ontario, Canada
$0
3
Citadel Advisors
Citadel Advisors
Florida
$51.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$151M
5
SC
Sculptor Capital
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
676
IHT Wealth Management
Illinois
$364K +$40.5K +290 +13%
MWM
677
Modera Wealth Management
New Jersey
$363K +$9.68K +69 +3%
RGC
678
Roberts, Glore & Co
Illinois
$362K -$10.8K -77 -3%
SAM
679
Silvercrest Asset Management
New York
$360K – – –
DWM
680
Dakota Wealth Management
Florida
$358K +$358K +2,551 New
AWA
681
Aaron Wealth Advisors
Illinois
$357K +$128K +913 +56%
SAI
682
Systematic Alpha Investments
New Jersey
$357K – – –
AIP
683
Ameritas Investment Partners
Nebraska
$357K -$13.2K -94 -4%
FNFDCM
684
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$356K -$57.8K -412 -14%
BMO
685
Beck Mack & Oliver
New York
$356K – – –
GSB
686
Greenfield Savings Bank
Massachusetts
$356K – – –
CCA
687
Checchi Capital Advisers
California
$355K -$9.54K -68 -3%
WI
688
Wedgewood Investors
Pennsylvania
$354K – – –
PIP
689
Peachtree Investment Partners
Florida
$353K – – –
LCWP
690
Legacy Capital Wealth Partners
Arkansas
$351K -$561 -4 -0.2%
HT
691
Headlands Technologies
Illinois
$349K +$349K +2,487 New
MG
692
Mather Group
Illinois
$349K +$9.12K +65 +3%
FBT
693
First Bank & Trust
South Dakota
$348K -$20.6K -147 -6%
TWM
694
TriaGen Wealth Management
California
$343K – – –
MPM
695
MBB Public Markets
Illinois
$341K -$2.16M -15,388 -86%
FIB
696
First Interstate Bank
Montana
$338K – – –
IFWM
697
Institute for Wealth Management
Colorado
$334K -$5.61K -40 -2%
GD
698
Grandfield & Dodd
New York
$333K +$140 +1 +0%
GL
699
Graypoint LLC
New York
$330K +$14.7K +105 +5%
CI
700
Conning Inc
Connecticut
$329K -$3.37K -24 -1%
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