DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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881 hedge funds and large institutions have $22.5B invested in Discover Financial Services in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 285 increasing their positions, 335 reducing their positions, and 66 closing their positions.

Holders
881
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
17.4%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
105
Increased
285
Reduced
335
Closed
66
Calls
$138M
Puts
$185M
Net Calls
-$47.2M
Net Calls Change
-$66.6M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$201M
2
RP
2
RR Partners
New York
$63.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$198M
5
Capital World Investors
5
Capital World Investors
California
$2.01B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.81B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$10.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$136M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
701
Burt Wealth Advisors
Maryland
$122K 1,442 – –
VFA
702
Valeo Financial Advisors
Indiana
$122K 1,444 – –
HIIFS
703
Harel Insurance Investments & Financial Services
Israel
$120K 1,420 -3,998 -74%
PA
704
Parallel Advisors
California
$117K 1,383 -65 -4%
O
705
Ossiam
France
$115K 1,355 -37,202 -96%
HB
706
Horizon Bancorp
Indiana
$115K 1,356 +1,356 New
SWA
707
Sutton Wealth Advisors
Florida
$113K 1,337 – –
IUHSA
708
Itau Unibanco Holding S.A.
Brazil
$111K 1,314 +1,314 New
NIT
709
NumerixS Investment Technologies
British Columbia, Canada
$110K 1,299 -6,701 -84%
TCOV
710
Trust Company of Vermont
Vermont
$109K 1,290 – –
OC
711
Oakworth Capital
Alabama
$108K 1,309 – –
ATC
712
Adirondack Trust Company
New York
$108K 1,440 +500 +53%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
713
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$103K 1,218 +1,218 New
OPS
714
Orion Portfolio Solutions
Nebraska
$101K 1,188 +1,188 New
BWM
715
Baystate Wealth Management
Massachusetts
$98K 1,159 +998 +620%
TF
716
Tompkins Financial
New York
$89K 1,055 – –
PWMG
717
Prestige Wealth Management Group
New Jersey
$89K 1,044 – –
VCP
718
Verus Capital Partners
Arizona
$88K 1,037 +1,037 New
FCA
719
FinTrust Capital Advisors
South Carolina
$87K 1,031 – –
SNT
720
Security National Trust
West Virginia
$87K 1,020 – –
FGAM
721
Financial Gravity Asset Management
Texas
– – -2 Closed
CAW
722
Cornerstone Advisors (Washington)
Washington
$81K 955 +16 +2%
HR
723
Howe & Rusling
New York
$80K 940 -139 -13%
GLI
724
Guardian Life Insurance
New York
$78K 924 -8 -0.9%
MPWT
725
MassMutual Private Wealth & Trust
Connecticut
$77K 911 +365 +67%
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