DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
751
GHP Investment Advisors
Colorado
$166K +$166K +1,503 New
S
752
Seeyond
France
$165K -$3.29K -30 -2%
CLOS
753
Compagnie Lombard Odier SCmA
Switzerland
$165K – – –
IA
754
IFP Advisors
Florida
$163K +$106K +2,133 +187%
SWA
755
Sutton Wealth Advisors
Florida
$153K +$1.32K +12 +0.9%
CFGS
756
Concourse Financial Group Securities
Alabama
$152K +$5.61K +51 +4%
PCM
757
Penserra Capital Management
California
$152K +$9.01K +82 +6%
PFGIA
758
Patriot Financial Group Insurance Agency
Massachusetts
$151K -$176K -1,604 -54%
CCM
759
Covington Capital Management
California
$150K – – –
OC
760
Oakworth Capital
Alabama
$143K – – –
WB
761
Webster Bank
Connecticut
$138K – – –
BFC
762
Bedel Financial Consulting
Indiana
$135K +$220 +2 +0.2%
EWM
763
Evermay Wealth Management
Virginia
$118K – – –
KFP
764
KB Financial Partners
New Jersey
$117K -$18.1K -164 -13%
PWMG
765
Prestige Wealth Management Group
New Jersey
$115K – – –
GRP
766
Global Retirement Partners
California
$110K +$92.9K +886 +544%
TF
767
Tompkins Financial
New York
$110K +$110K +1,000 New
TWA
768
TCI Wealth Advisors
Arizona
$109K -$4.31K -39 -4%
HWMA
769
Heritage Wealth Management (Arizona)
Arizona
$105K +$105K +953 New
DGAM
770
Desjardins Global Asset Management
Quebec, Canada
$103K -$6.16K -56 -6%
GI
771
Gradient Investments
Minnesota
$101K -$12.2K -111 -11%
ME
772
McIlrath & Eck
Washington
$100K +$4.5K +41 +5%
IFA
773
Interactive Financial Advisors
Illinois
$99K – – –
AP
774
Atwood & Palmer
Missouri
$83K -$26.6K -240 -24%
JFGIW
775
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K -$12.1K -110 -13%
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