DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,049 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 351 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.17%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
351
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$696M
2
BlackRock
BlackRock
New York
$2.9B
3
Bank of America
Bank of America
North Carolina
$264M
4
Capital World Investors
Capital World Investors
California
$2.93B
5
FCM
Farallon Capital Management
California
$102M

Top Sellers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$6.12M
2
TCAM
Turtle Creek Asset Management
Ontario, Canada
$0
3
Citadel Advisors
Citadel Advisors
Florida
$51.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$151M
5
SC
Sculptor Capital
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
701
Romano Brothers & Co
Illinois
$329K – – –
RBFC
702
Roman Butler Fullerton & Co
Missouri
$328K +$1.03K +7 +0.3%
PI
703
Pettee Investors
Connecticut
$325K – – –
SWM
704
Sendero Wealth Management
Texas
$321K +$20.6K +147 +7%
WPW
705
Waldron Private Wealth
Pennsylvania
$317K +$2.67K +19 +0.8%
ISWM
706
Independent Solutions Wealth Management
New York
$317K -$701 -5 -0.2%
EWM
707
Empirical Wealth Management
Washington
$316K +$86K +613 +37%
SPC
708
Sigma Planning Corp
Michigan
$315K -$3.37K -24 -1%
VT
709
Vise Technologies
New York
$314K +$38.9K +277 +14%
CW
710
CreativeOne Wealth
Kansas
$313K -$8.14K -58 -3%
CFB
711
Cullen/Frost Bankers
Texas
$309K +$3.09K +22 +1%
EWA
712
EverSource Wealth Advisors
Alabama
$308K +$33K +235 +12%
PPWP
713
Premier Path Wealth Partners
New Jersey
$304K -$8.7K -62 -3%
OL
714
Optas LLC
Texas
$304K +$2.39K +17 +0.8%
DAS
715
Dynamic Advisor Solutions
Arizona
$303K +$12.2K +87 +4%
BAM
716
Berkshire Asset Management
Pennsylvania
$300K – – –
AF
717
Advisornet Financial
Minnesota
$300K +$1.54K +11 +0.5%
RCA
718
Ranch Capital Advisors
Florida
$300K – – –
NFC
719
Northeast Financial Consultants
Connecticut
$299K – – –
DFCM
720
Dark Forest Capital Management
Puerto Rico
$296K +$296K +2,112 New
CWS
721
Confluence Wealth Services
Pennsylvania
$294K – – –
GFA
722
Gallagher Fiduciary Advisors
Illinois
$293K +$293K +2,091 New
HI
723
Harbour Investments
Wisconsin
$292K -$1.68K -12 -0.6%
MMA
724
Miracle Mile Advisors
California
$291K +$13.5K +96 +5%
GFP
725
Gryphon Financial Partners
Ohio
$291K +$6.17K +44 +2%
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