DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,161 hedge funds and large institutions have $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 350 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+112
Holders Change %
+10.68%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
350
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M

Top Buyers

1
FCM
Farallon Capital Management
California
$738M
2
UBS Group
UBS Group
Switzerland
$368M
3
UOC
UBS O'Connor
Illinois
$202M
4
BlackRock
BlackRock
New York
$3.77B
5
TCA
Taconic Capital Advisors
New York
$204M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.38B
2
SCA
Southpoint Capital Advisors
New York
$0
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.22M
4
BWA
Brave Warrior Advisors
New York
$437M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
726
Ameritas Investment Partners
Nebraska
$424K -$16.8K -97 -4%
TWM
727
TriaGen Wealth Management
California
$423K – – –
IQI
728
Integrated Quantitative Investments
Washington
$423K +$423K +2,440 New
CWS
729
Confluence Wealth Services
Pennsylvania
$422K – – –
FIB
730
First Interstate Bank
Montana
$418K – – –
SPWM
731
Schrum Private Wealth Management
Florida
$417K -$417K -2,407 -50%
APC
732
Aspire Private Capital
North Carolina
$416K -$189K -1,090 -31%
GD
733
Grandfield & Dodd
New York
$411K +$173 +1 +0%
IFWM
734
Institute for Wealth Management
Colorado
$409K -$3.46K -20 -0.8%
Teacher Retirement System of Texas
735
Teacher Retirement System of Texas
Texas
$407K +$116K +672 +40%
RBC
736
Romano Brothers & Co
Illinois
$406K – – –
YIH
737
Y-Intercept (HK)
Hong Kong
$406K +$406K +2,341 New
GL
738
Graypoint LLC
New York
$404K -$3.29K -19 -0.8%
PI
739
Pettee Investors
Connecticut
$402K – – –
IA
740
IFP Advisors
Florida
$400K +$46.6K +269 +13%
SPC
741
Sigma Planning Corp
Michigan
$398K +$8.14K +47 +2%
WPW
742
Waldron Private Wealth
Pennsylvania
$395K +$3.64K +21 +0.9%
BPA
743
Beacon Pointe Advisors
California
$395K -$220K -1,270 -36%
WBC
744
Westpac Banking Corp
Australia
$395K +$69.8K +403 +21%
CAG
745
Csenge Advisory Group
Florida
$393K +$50.6K +292 +15%
EWM
746
Empirical Wealth Management
Washington
$391K – – –
ISWM
747
Independent Solutions Wealth Management
New York
$389K -$2.43K -14 -0.6%
CFB
748
Cullen/Frost Bankers
Texas
$389K +$7.28K +42 +2%
Fisher Asset Management
749
Fisher Asset Management
Washington
$385K +$385K +2,222 New
OL
750
Optas LLC
Texas
$379K +$4.16K +24 +1%
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