DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
Truist Financial
Truist Financial
North Carolina
$228M
3
MA
Marshfield Associates
District of Columbia
$278M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$749M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.31M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$43.5M
3
Capital World Investors
Capital World Investors
California
$2.32B
4
Goldman Sachs
Goldman Sachs
New York
$192M
5
1SP
140 Summer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FWTB
726
First Western Trust Bank
Colorado
$226K +$226K +2,007 New
PCIA
727
Prime Capital Investment Advisors
Kansas
$225K +$225K +2,004 New
WT
728
Whittier Trust
California
$225K +$21K +187 +10%
IEFM
729
IQ EQ Fund Management
Ireland
$224K +$224K +1,994 New
CI
730
CX Institutional
Indiana
$224K +$224K +1,992 New
EVM
731
Evelyn V. Moreno
$224K +$224K +1,991 New
MMA
732
Miracle Mile Advisors
California
$222K +$222K +1,978 New
RB
733
Renasant Bank
Mississippi
$221K +$221K +1,970 New
APC
734
Aspire Private Capital
North Carolina
$221K +$899 +8 +0.4%
IWM
735
IHT Wealth Management
Illinois
$220K +$220K +1,956 New
PBO
736
Peoples Bank (Ohio)
Ohio
$219K +$219K +1,947 New
BWP
737
Barlow Wealth Partners
Kentucky
$218K +$218K +1,940 New
AWA
738
Arete Wealth Advisors
Illinois
$218K +$218K +1,936 New
FFA
739
Founders Financial Alliance
North Carolina
$217K +$217K +1,935 New
BC
740
Bartlett & Co
Ohio
$217K – – –
BCWM
741
Bartlett & Co Wealth Management
Ohio
$217K – – –
FCBT
742
First Citizens Bank & Trust
North Carolina
$216K +$216K +1,919 New
DTL
743
Dynamic Technology Lab
Singapore
$215K +$215K +1,913 New
WT
744
Washington Trust
Rhode Island
$214K -$450 -4 -0.2%
HCM
745
Hollencrest Capital Management
California
$212K – – –
PFBT
746
Parkside Financial Bank & Trust
Missouri
$212K +$35.9K +319 +20%
CPA
747
Court Place Advisors
Maryland
$210K +$210K +1,869 New
LDB
748
Lee, Danner & Bass
Tennessee
$210K +$210K +1,871 New
GL
749
Graypoint LLC
New York
$209K +$209K +1,858 New
IA
750
IFP Advisors
Florida
$208K -$22.3K -198 -10%
28 29
30
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