DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

Back to rankings

945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
DHGWA
726
Dixon Hughes Goodman Wealth Advisors
North Carolina
$218K – – –
BFPW
727
BOK Financial Private Wealth
Colorado
$218K +$218K +1,979 New
WT
728
Whittier Trust
California
$217K +$1.43K +13 +0.7%
BL
729
Balentine LLC
Georgia
$216K +$216K +1,956 New
JC
730
JB Capital
Connecticut
$215K -$685K -6,215 -76%
WIS
731
Wright Investors Service
Connecticut
$214K +$11.6K +105 +6%
SOW
732
State of Wyoming
Wyoming
$213K +$88.9K +807 +72%
VFA
733
Valeo Financial Advisors
Indiana
$213K +$213K +25,980 New
BCWM
734
Bartlett & Co Wealth Management
Ohio
$212K – – –
BC
735
Bartlett & Co
Ohio
$212K – – –
CAG
736
Csenge Advisory Group
Florida
$212K +$212K +1,925 New
MAM
737
McLean Asset Management
Virginia
$207K +$3.86K +35 +2%
SCA
738
Snowden Capital Advisors
New York
$207K +$135K +1,232 +189%
BSW
739
Buckingham Strategic Wealth
Missouri
$206K +$8.7K +79 +4%
HBT
740
Hills Bank & Trust
Iowa
$204K -$1.76K -16 -0.9%
ZCA
741
Zeke Capital Advisors
Pennsylvania
$203K +$203K +1,844 New
LDB
742
Lee, Danner & Bass
Tennessee
$201K – – –
TTWM
743
TCV Trust & Wealth Management
Virginia
$200K -$3.97K -36 -2%
MCC
744
Money Concepts Capital
Florida
$199K +$199K +1,806 New
PFS
745
Prospera Financial Services
Texas
$194K +$194K +1,762 New
AF
746
Allworth Financial
California
$191K +$19K +172 +11%
PFBT
747
Parkside Financial Bank & Trust
Missouri
$186K -$90.3K -816 -33%
IUHSA
748
Itau Unibanco Holding S.A.
Brazil
$184K +$38.7K +352 +27%
BAMF
749
BI Asset Management Fondsmaeglerselskab
Denmark
$181K +$181K +1,646 New
PAI
750
Pittenger & Anderson Inc
Nebraska
$172K +$884 +8 +0.5%
28 29
30
31 32