DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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891 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 314 increasing their positions, 299 reducing their positions, and 73 closing their positions.

Holders
891
Holders Change
+38
Holders Change %
+4.45%
% of All Funds
15.69%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
314
Reduced
299
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.38B
3
BlackRock
3
BlackRock
New York
$1.93B
4
State Street
4
State Street
Massachusetts
$1.28B
5
CBT
5
Capital Bank & Trust
California
$62M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.6B
2
DZ Bank
2
DZ Bank
Germany
$7.49M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$167M
5
Primecap Management
5
Primecap Management
California
$422M
Name Market Value Shares Shares
Change 		Shares
Change %
SWA
701
Sutton Wealth Advisors
Florida
$131K 1,374 +14 +1%
WAM
702
Wolverine Asset Management
Illinois
$130K 1,373 +1,373 New
OC
703
Oakworth Capital
Alabama
$123K 1,300 -9 -0.7%
CCC
704
Crescent Capital Consulting
Louisiana
$123K 1,300 +100 +8%
AF
705
Allworth Financial
California
$121K 1,270 +1 +0.1%
WB
706
Webster Bank
Connecticut
$119K 1,253 – –
PCG
707
Private Capital Group
Connecticut
$108K 1,141 +551 +93%
APA
708
American Portfolios Advisors
New York
$108K 1,135 +545 +92%
SNT
709
Security National Trust
West Virginia
$107K 1,129 -70 -6%
PWMG
710
Prestige Wealth Management Group
New Jersey
$99K 1,048 – –
TWA
711
TCI Wealth Advisors
Arizona
$98K 1,029 +90 +10%
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97K 1,022 +28 +3%
LGWM
713
Litman Gregory Wealth Management
California
$95K 1,000 -250 -20%
HFS
714
Horizon Financial Services
North Carolina
$94K 990 – –
AP
715
Atwood & Palmer
Missouri
$94K 990 – –
MPWT
716
MassMutual Private Wealth & Trust
Connecticut
$85K 893 -1 -0.1%
IFA
717
Interactive Financial Advisors
Illinois
$85K 900 – –
EI
718
Ellevest Inc
New York
$85K 890 +742 +501%
BFC
719
Bedel Financial Consulting
Indiana
$83K 870 -48 -5%
LTI
720
Laffer Tengler Investments
Tennessee
$76.6K 806 +161 +25%
PCM
721
Penserra Capital Management
California
$72K 766 +120 +19%
BCA
722
Berman Capital Advisors
Georgia
$72K 766 +273 +55%
OSAM
723
O'Shaughnessy Asset Management
Connecticut
$71K 749 -693 -48%
GFPC
724
Global Financial Private Client
Florida
$68K 700 – –
CAM
725
Costello Asset Management
Pennsylvania
$66K 700 – –
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