DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
726
Bartlett & Co Wealth Management
Ohio
$225K 1,926 – –
BC
727
Bartlett & Co
Ohio
$225K 1,926 – –
LTI
728
Laffer Tengler Investments
Tennessee
$224K 1,920 -3,698 -66%
MWM
729
Mission Wealth Management
California
$224K 1,917 +1,917 New
PTC
730
Petrus Trust Company
Texas
$224K 1,917 -3,317 -63%
EF
731
Empowered Funds
Pennsylvania
$222K 1,899 -390 -17%
EST
732
EA Series Trust
Pennsylvania
$222K 1,899 +1,899 New
HCM
733
Hollencrest Capital Management
California
$221K 1,890 – –
IW
734
Imprint Wealth
South Carolina
$220K 1,883 +1,883 New
LDB
735
Lee, Danner & Bass
Tennessee
$219K 1,871 +1,871 New
CPA
736
Court Place Advisors
Maryland
$218K 1,869 -1,000 -35%
OIA
737
OneDigital Investment Advisors
Kansas
$218K 1,867 -1,834 -50%
PWMG
738
Provence Wealth Management Group
California
$217K 1,855 +1,855 New
SIM
739
Sentry Investment Management
Wisconsin
$216K 1,850 +1,850 New
ADIM
740
Alpha DNA Investment Management
Maryland
$214K 1,831 +1,831 New
KA
741
Kovack Advisors
Florida
$213K 1,822 +1,822 New
FA
742
FDx Advisors
Illinois
$212K 1,810 -1,872 -51%
MAM
743
McLean Asset Management
Virginia
$210K 1,799 +1,799 New
AIP
744
Almanack Investment Partners
Pennsylvania
$209K 1,790 +1,790 New
MGIA
745
Moneta Group Investment Advisors
Missouri
$209K 1,787 +1,787 New
AAM
746
Advisors Asset Management
Colorado
$208K 1,783 -224 -11%
SCM
747
Shelton Capital Management
Colorado
$207K 1,773 +1,773 New
WT
748
Whittier Trust
California
$206K 1,765 – –
DWP
749
Daymark Wealth Partners
Ohio
$205K 1,756 +1,756 New
KFGK
750
Keystone Financial Group (Kentucky)
Kentucky
$204K 1,748 +1,748 New
28 29
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