DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$209M
2
Capital World Investors
Capital World Investors
California
+$202M
3
RCM
Rokos Capital Management
United Kingdom
+$197M
4
DKCM
Davidson Kempner Capital Management
New York
+$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$259M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
BlackRock
BlackRock
New York
-$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
726
Allianz
Germany
$416K +$416K +2,436 New
FPAS
727
Focus Partners Advisor Solutions
Missouri
$414K +$183K +1,071 +79%
WI
728
Wedgewood Investors
Pennsylvania
$413K -$17.1K -100 -4%
SPWM
729
Schrum Private Wealth Management
Florida
$411K – – –
AI
730
Atom Investors
Texas
$406K +$56.8K +333 +16%
MWM
731
Modera Wealth Management
New Jersey
$406K -$56.5K -331 -12%
GD
732
Grandfield & Dodd
New York
$406K +$171 +1 +0%
IFWM
733
Institute for Wealth Management
Colorado
$403K – – –
RBC
734
Romano Brothers & Co
Illinois
$400K – – –
CW
735
CreativeOne Wealth
Kansas
$399K -$29.4K -172 -7%
GL
736
Graypoint LLC
New York
$397K -$854 -5 -0.2%
MOS
737
MGO One Seven
Ohio
$394K +$82.8K +485 +27%
EWA
738
EverSource Wealth Advisors
Alabama
$391K +$22.5K +132 +6%
FIB
739
First Interstate Bank
Montana
$388K -$23.7K -139 -6%
SPC
740
Sigma Planning Corp
Michigan
$386K -$5.8K -34 -1%
BPA
741
Beacon Pointe Advisors
California
$385K -$4.61K -27 -1%
OL
742
Optas LLC
Texas
$380K +$6.66K +39 +2%
RG
743
Renaissance Group
Kentucky
$379K -$63.8K -374 -14%
JC
744
JBF Capital
Colorado
$376K -$137K -800 -27%
CWS
745
Confluence Wealth Services
Pennsylvania
$375K – – –
CI
746
CX Institutional
Indiana
$373K +$20.5K +120 +6%
EWM
747
Empirical Wealth Management
Washington
$372K -$13K -76 -3%
ISWM
748
Independent Solutions Wealth Management
New York
$371K -$13K -76 -3%
VST
749
Van Strum & Towne
California
$370K +$370K +2,170 New
JCM
750
J2 Capital Management
Michigan
$368K +$368K +2,155 New
28 29
30
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