DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M

Top Buyers

1
SC
1
Sessa Capital
New York
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$356M
3
Millennium Management
3
Millennium Management
New York
$279M
4
PCM
4
Pentwater Capital Management
Florida
$203M
5
Norges Bank
5
Norges Bank
Norway
$560M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$531M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Capital World Investors
3
Capital World Investors
California
$2.19B
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99B
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
701
Caprock Group
Idaho
$287K -$29.5K -225 -9%
SG
702
Sienna Gestion
France
$283K +$283K +2,159 New
MG
703
Mather Group
Illinois
$281K – – –
RCA
704
Ranch Capital Advisors
Florida
$280K – – –
NFC
705
Northeast Financial Consultants
Connecticut
$279K +$279K +2,130 New
CAG
706
Csenge Advisory Group
Florida
$278K +$918 +7 +0.3%
DWM
707
Dakota Wealth Management
Florida
$278K -$211K -1,607 -43%
CWP
708
Cyndeo Wealth Partners
Florida
$275K -$1.18M -8,966 -81%
CWS
709
Confluence Wealth Services
Pennsylvania
$275K – – –
CI
710
CX Institutional
Indiana
$274K +$13.1K +100 +5%
JF
711
Jump Financial
Illinois
$274K +$37.6K +287 +16%
GL
712
Graypoint LLC
New York
$274K +$30.5K +233 +13%
RBFC
713
Roman Butler Fullerton & Co
Missouri
$274K +$274K +2,163 New
BSW
714
Buckingham Strategic Wealth
Missouri
$273K +$38.1K +291 +16%
MA
715
Mutual Advisors
Nebraska
$273K -$197K -1,503 -42%
CBT
716
CoreFirst Bank & Trust
Kansas
$271K – – –
AI
717
Atom Investors
Texas
$271K +$271K +2,071 New
CBOR
718
Community Bank of Raymore
Missouri
$270K – – –
OL
719
Optas LLC
Texas
$270K +$2.88K +22 +1%
APW
720
Acima Private Wealth
Virginia
$270K – – –
WT
721
Whittier Trust
California
$269K +$6.55K +50 +3%
WAM
722
Walker Asset Management
Missouri
$268K +$918 +7 +0.3%
APA
723
Astoria Portfolio Advisors
New York
$267K -$70.2K -579 -21%
CAM
724
Cozad Asset Management
Illinois
$267K -$45.9K -350 -15%
LA
725
Legacy Advisors
Pennsylvania
$266K -$187K -1,425 -41%
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