DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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972 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 64 closing their positions.

Holders
972
Holders Change
+54
Holders Change %
+5.88%
% of All Funds
15.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
135
Increased
329
Reduced
324
Closed
64
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
Capital World Investors
2
Capital World Investors
California
$1.85B
3
EC
3
Eminence Capital
New York
$102M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$276M
5
Millennium Management
5
Millennium Management
New York
$218M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$166M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$682M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
VWA
726
V Wealth Advisors
Kansas
$203K 2,078 +2,078 New
BFC
727
Bedel Financial Consulting
Indiana
$203K 2,072 +2 +0.1%
CBOR
728
Community Bank of Raymore
Missouri
$202K 2,060 +2,060 New
APW
729
Acima Private Wealth
Virginia
$201K 2,056 – –
CAG
730
Csenge Advisory Group
Florida
$201K 2,054 +2,054 New
MG
731
Mather Group
Illinois
$200K 2,046 -540 -21%
IWM
732
IHT Wealth Management
Illinois
$200K 2,046 -186 -8%
RCC
733
Red Cedar Capital
Nebraska
$196K 2,000 – –
SIA
734
SkyView Investment Advisors
New Jersey
$193K 1,976 +95 +5%
BCWM
735
Bartlett & Co Wealth Management
Ohio
$188K 1,926 – –
BC
736
Bartlett & Co
Ohio
$188K 1,926 – –
HBT
737
Hills Bank & Trust
Iowa
$182K 1,856 – –
MCC
738
Money Concepts Capital
Florida
$181K 1,853 +1,467 +380%
HI
739
Harbour Investments
Wisconsin
$180K 1,838 +119 +7%
WT
740
Whittier Trust
California
$173K 1,765 -263 -13%
SWM
741
Spire Wealth Management
Virginia
$168K 1,718 -22 -1%
SC
742
SouthState Corp
Florida
$166K 1,699 -567 -25%
EWA
743
EverSource Wealth Advisors
Alabama
$165K 1,688 -462 -21%
IAIM
744
International Assets Investment Management
Florida
$159K 21,467 +21,467 New
CFGS
745
Concourse Financial Group Securities
Alabama
$156K 1,597 +13 +0.8%
PFBT
746
Parkside Financial Bank & Trust
Missouri
$155K 1,583 +34 +2%
AF
747
Allworth Financial
California
$154K 1,574 -61 -4%
CMANY
748
Capital Management Associates (New York)
New York
$154K 1,570 +1,570 New
TIM
749
Tortoise Investment Management
New York
$150K 1,535 -14 -0.9%
TCOV
750
Trust Company of Vermont
Vermont
$148K 1,508 -167 -10%
28 29
30
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