DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.61B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
Millennium Management
3
Millennium Management
New York
$152M
4
Holocene Advisors
4
Holocene Advisors
New York
$90.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$217M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$577M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$729M
3
CGPCS
3
Capital Group Private Client Services
California
$226K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$510M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCWM
701
Bartlett & Co Wealth Management
Ohio
$175K – – –
BC
702
Bartlett & Co
Ohio
$175K – – –
IA
703
IFP Advisors
Florida
$172K +$7.92K +158 +5%
SIA
704
SkyView Investment Advisors
New Jersey
$171K +$31K +341 +22%
HBT
705
Hills Bank & Trust
Iowa
$168K – – –
HI
706
Harbour Investments
Wisconsin
$163K – – –
SWM
707
Spire Wealth Management
Virginia
$158K -$181K -1,995 -53%
DMBA
708
Deseret Mutual Benefit Administrators
Utah
$158K -$27.8K -306 -15%
TCOV
709
Trust Company of Vermont
Vermont
$153K +$153K +1,670 +33,400%
AF
710
Allworth Financial
California
$149K +$31.1K +341 +26%
CFGS
711
Concourse Financial Group Securities
Alabama
$144K +$9.46K +104 +7%
PFBT
712
Parkside Financial Bank & Trust
Missouri
$141K -$1.91K -21 -1%
TIM
713
Tortoise Investment Management
New York
$141K -$1.73K -19 -1%
MA
714
MCF Advisors
Kentucky
$139K +$75.1K +829 +118%
DBG
715
De Burlo Group
Massachusetts
$136K +$136K +1,500 New
PAI
716
Pittenger & Anderson Inc
Nebraska
$136K -$5.17K -57 -4%
CLOS
717
Compagnie Lombard Odier SCmA
Switzerland
$136K – – –
TF
718
Tompkins Financial
New York
$136K – – –
APA
719
American Portfolios Advisors
New York
$131K -$54.4K -598 -29%
T
720
TOBAM
France
$131K – – –
S
721
Seeyond
France
$127K -$7.09K -78 -5%
SWA
722
Sutton Wealth Advisors
Florida
$127K +$1.64K +18 +1%
PCM
723
Penserra Capital Management
California
$123K +$3.09K +34 +3%
OC
724
Oakworth Capital
Alabama
$118K – – –
GIA
725
GHP Investment Advisors
Colorado
$116K – – –
27 28
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