DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$260M
2
Invesco
2
Invesco
Georgia
$243M
3
Boston Partners
3
Boston Partners
Massachusetts
$502M
4
BlackRock
4
BlackRock
New York
$2.38B
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$370M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.47B
2
Wells Fargo
2
Wells Fargo
California
$78.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$67M
5
Capital International Investors
5
Capital International Investors
California
$2.31B
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
726
Cedar Brook Financial Partners
Ohio
$229K +$8.31K +72 +4%
DHGWA
727
Dixon Hughes Goodman Wealth Advisors
North Carolina
$229K +$229K +1,978 New
AO
728
Advisor OS
Illinois
$228K -$3.22K -28 -1%
WT
729
Whittier Trust
California
$227K +$7.99K +69 +4%
FIBT
730
First International Bank & Trust
North Dakota
$227K +$227K +1,966 New
EFS
731
Essex Financial Services
Connecticut
$226K -$8.2K -71 -4%
JIR
732
James Investment Research
Ohio
$224K -$44.8K -387 -17%
4WM
733
44 Wealth Management
Oregon
$224K -$1.16K -10 -0.5%
BC
734
Bartlett & Co
Ohio
$223K +$154K +1,326 +221%
BCWM
735
Bartlett & Co Wealth Management
Ohio
$223K +$153K +1,326 +221%
CW
736
CreativeOne Wealth
Kansas
$219K +$219K +1,894 New
NFG
737
Next Financial Group
Texas
$217K +$44.9K +389 +26%
HBT
738
Hills Bank & Trust
Iowa
$216K -$115 -1 -0.1%
SW
739
SteelPeak Wealth
California
$214K – – –
TTWM
740
TCV Trust & Wealth Management
Virginia
$214K – – –
WIS
741
Wright Investors Service
Connecticut
$212K -$760K -6,583 -78%
LDB
742
Lee, Danner & Bass
Tennessee
$211K – – –
FCBT
743
First Citizens Bank & Trust
North Carolina
$207K -$1.56M -13,521 -88%
HI
744
Harbour Investments
Wisconsin
$207K -$409K -3,547 -66%
MMA
745
Miracle Mile Advisors
California
$207K -$10K -87 -5%
BSW
746
Buckingham Strategic Wealth
Missouri
$207K -$578 -5 -0.3%
RP
747
Riverwater Partners
Wisconsin
$206K +$206K +1,780 New
DADC
748
D.A. Davidson & Co
Montana
$206K +$206K +1,783 New
AIP
749
Almanack Investment Partners
Pennsylvania
$205K – – –
WPC
750
Wedmont Private Capital
Pennsylvania
$204K +$204K +1,576 New
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