DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIB
701
First Interstate Bank
Montana
$235K -$10.4K -94 -4%
PFM
702
Parsec Financial Management
North Carolina
$235K -$9.38K -85 -4%
RCA
703
Ranch Capital Advisors
Florida
$235K – – –
CAM
704
Cozad Asset Management
Illinois
$234K +$11.3K +102 +5%
HA
705
HYA Advisors
Missouri
$232K -$43.5K -395 -16%
Marshall Wace
706
Marshall Wace
United Kingdom
$231K -$395K -3,591 -63%
BFA
707
Bragg Financial Advisors
North Carolina
$230K -$661 -6 -0.3%
EIP
708
Epoch Investment Partners
New York
$230K +$230K +2,083 New
NSIM
709
North Star Investment Management
Illinois
$229K – – –
JWCA
710
J.W. Coons Advisors
Ohio
$228K – – –
CW
711
CreativeOne Wealth
Kansas
$228K +$19.3K +175 +9%
APW
712
Acima Private Wealth
Virginia
$227K – – –
CBOR
713
Community Bank of Raymore
Missouri
$227K – – –
EFS
714
Essex Financial Services
Connecticut
$227K +$11K +100 +5%
FWTB
715
First Western Trust Bank
Colorado
$227K +$227K +2,007 New
DMBA
716
Deseret Mutual Benefit Administrators
Utah
$226K -$49.5K -449 -18%
TSS
717
Two Sigma Securities
New York
$226K +$226K +2,050 New
CA
718
CoreCap Advisors
Michigan
$224K -$26.2K -238 -10%
AIP
719
Almanack Investment Partners
Pennsylvania
$223K +$27.4K +249 +14%
IWM
720
IHT Wealth Management
Illinois
$221K +$2.76K +25 +1%
RCC
721
Red Cedar Capital
Nebraska
$220K – – –
VWA
722
V Wealth Advisors
Kansas
$220K – – –
TCA
723
Transcend Capital Advisors
New Jersey
$220K +$220K +2,000 New
EVM
724
Evelyn V. Moreno
$219K +$219K +1,991 New
CBFP
725
Cedar Brook Financial Partners
Ohio
$218K -$1.1K -10 -0.5%
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