DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,161 hedge funds and large institutions have $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 350 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+112
Holders Change %
+10.68%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
350
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M

Top Buyers

1
FCM
Farallon Capital Management
California
+$612M
2
UBS Group
UBS Group
Switzerland
+$208M
3
UOC
UBS O'Connor
Illinois
+$202M
4
BlackRock
BlackRock
New York
+$196M
5
TCA
Taconic Capital Advisors
New York
+$190M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$241M
2
SCA
Southpoint Capital Advisors
New York
-$210M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$206M
4
BWA
Brave Warrior Advisors
New York
-$161M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
676
Essex Financial Services
Connecticut
$496K -$81.1K -468 -14%
RBFC
677
Roman Butler Fullerton & Co
Missouri
$495K +$48.7K +243 +11%
HTC
678
Haverford Trust Company
Pennsylvania
$493K -$11.3K -65 -2%
MAM
679
Madison Asset Management
Wisconsin
$493K – – –
MIA
680
Madison Investment Advisors
Wisconsin
$493K +$493K +2,844 New
SWM
681
Sendero Wealth Management
Texas
$492K +$96.1K +555 +24%
TAM
682
Tocqueville Asset Management
New York
$491K -$68.3K -394 -12%
SWM
683
SeaCrest Wealth Management
New York
$490K +$173 +1 +0%
EFG
684
Everhart Financial Group
Ohio
$488K +$30.7K +177 +7%
RIL
685
Rothschild Investment LLC
Illinois
$487K +$1.39K +8 +0.3%
PNC
686
Park National Corp
Ohio
$487K -$67.2K -388 -12%
TCOV
687
Trust Company of Vermont
Vermont
$485K – – –
HAIM
688
Hunter Associates Investment Management
Pennsylvania
$485K – – –
SWM
689
Spire Wealth Management
Virginia
$483K +$13.7K +79 +3%
BCM
690
Birch Capital Management
Texas
$480K -$10.7K -62 -2%
WPC
691
Wedmont Private Capital
Pennsylvania
$475K +$21.9K +129 +5%
MMA
692
Miracle Mile Advisors
California
$474K +$115K +662 +32%
AWA
693
Aaron Wealth Advisors
Illinois
$473K +$31.5K +182 +7%
SFI
694
Siemens Fonds Invest
Germany
$472K – – –
MWM
695
Modera Wealth Management
New Jersey
$470K +$21K +121 +5%
CAAS
696
Capital Asset Advisory Services
Michigan
$469K -$1.23K -7 -0.3%
KA
697
Kozak & Associates
Colorado
$462K – – –
AIA
698
Affinity Investment Advisors
California
$462K +$462K +2,668 New
CM
699
Cercano Management
Washington
$462K – – –
AWM
700
Axxcess Wealth Management
California
$462K -$4.85K -28 -1%
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