DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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881 hedge funds and large institutions have $22.5B invested in Discover Financial Services in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 285 increasing their positions, 335 reducing their positions, and 66 closing their positions.

Holders
881
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
17.4%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
105
Increased
285
Reduced
335
Closed
66
Calls
$138M
Puts
$185M
Net Calls
-$47.2M
Net Calls Change
-$66.6M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$201M
2
RP
2
RR Partners
New York
$63.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$198M
5
Capital World Investors
5
Capital World Investors
California
$2.01B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.81B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$10.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$136M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
CBT
751
Capital Bank & Trust
California
$47K 558 -124 -18%
CDIA
752
Capital Directions Investment Advisors
Georgia
$46K 540 – –
VCM
753
Versant Capital Management
Arizona
$46K 551 – –
FPB
754
First PREMIER Bank
South Dakota
$45K 528 – –
VNA
755
Valley National Advisers
Pennsylvania
$44K 523 -22 -4%
THWM
756
Taylor Hoffman Wealth Management
Virginia
$43K 510 – –
OIA
757
Optimum Investment Advisors
Illinois
$42K 500 -147 -23%
TI
758
tru Independence
Oregon
$42K 1,160 +1,160 New
FHA
759
Flagship Harbor Advisors
Massachusetts
$41K 489 +3 +0.6%
TA
760
TFG Advisers
Michigan
$40K 472 +472 New
RA
761
Rational Advisors
New York
$39K 455 -3,997 -90%
NFG
762
Next Financial Group
Texas
$37K 434 -188 -30%
PCIA
763
Prime Capital Investment Advisors
Kansas
$37K 436 – –
TC
764
Trust Company
Kansas
$37K 442 +220 +99%
BWA
765
BDO Wealth Advisors
Florida
$37K 433 +311 +255%
OAM
766
Oppenheimer Asset Management
New York
$36K 428 -442 -51%
EI
767
Ellevest Inc
New York
$36K 428 +397 +1,281%
SFA
768
Semmax Financial Advisors
North Carolina
$35K 418 – –
CFGS
769
Concourse Financial Group Securities
Alabama
$35K 408 +234 +134%
BFC
770
Bedel Financial Consulting
Indiana
$34K 396 – –
CB
771
CNB Bank
Pennsylvania
$34K 400 – –
ACA
772
Atlas Capital Advisors
Wyoming
$33.8K 399 -158 -28%
IWA
773
Intercontinental Wealth Advisors
Texas
$32K 415 -906 -69%
LWM
774
Lenox Wealth Management
Ohio
$32K 379 -24 -6%
FWM
775
FSA Wealth Management
Massachusetts
$32K 376 +376 New
29 30
31
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