DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
Truist Financial
Truist Financial
North Carolina
$228M
3
MA
Marshfield Associates
District of Columbia
$278M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$749M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.31M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$43.5M
3
Capital World Investors
Capital World Investors
California
$2.32B
4
Goldman Sachs
Goldman Sachs
New York
$192M
5
1SP
140 Summer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
701
Hilltop Holdings
Texas
$241K +$241K +2,145 New
BFA
702
Bragg Financial Advisors
North Carolina
$240K +$240K +2,137 New
RCA
703
Ranch Capital Advisors
Florida
$240K +$240K +2,136 New
CRC
704
Curi RMB Capital
Illinois
$238K +$238K +2,120 New
CAG
705
Csenge Advisory Group
Florida
$238K -$44.6K -397 -16%
CAG
706
Crestwood Advisors Group
Massachusetts
$237K +$237K +2,111 New
CC
707
Cipher Capital
New York
$237K -$172K -1,532 -42%
MOS
708
MGO One Seven
Ohio
$236K -$28.8K -256 -11%
CWS
709
Confluence Wealth Services
Pennsylvania
$236K +$236K +2,098 New
DAS
710
Dynamic Advisor Solutions
Arizona
$236K +$236K +2,108 New
PPWP
711
Premier Path Wealth Partners
New Jersey
$234K +$234K +2,121 New
CBT
712
CoreFirst Bank & Trust
Kansas
$233K -$205K -1,828 -47%
BAM
713
Belpointe Asset Management
Nevada
$232K +$232K +2,065 New
CBOR
714
Community Bank of Raymore
Missouri
$232K +$232K +2,060 New
FIA
715
Foundations Investment Advisors
Arizona
$231K +$231K +2,170 New
APW
716
Acima Private Wealth
Virginia
$231K – – –
AFG
717
Atomi Financial Group
New York
$231K +$231K +2,056 New
CWP
718
CFM Wealth Partners
Texas
$230K -$67.4K -600 -23%
SPIS
719
Steward Partners Investment Solutions
Oregon
$230K +$230K +2,050 New
WAM
720
Walker Asset Management
Missouri
$229K +$229K +2,041 New
OL
721
Optas LLC
Texas
$229K +$229K +2,036 New
FFG
722
Fortem Financial Group
California
$228K -$167K -1,483 -42%
SC
723
SouthState Corp
Florida
$227K – – –
CPA
724
Cardiff Park Advisors
California
$227K +$227K +2,017 New
FMLI
725
Fukoku Mutual Life Insurance
Japan
$227K -$53.6K -477 -19%
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