DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
TW
751
TrinityPoint Wealth
Connecticut
$204K 1,742 +1,742 New
GL
752
Graypoint LLC
New York
$203K 1,740 +1,740 New
HBT
753
Hills Bank & Trust
Iowa
$203K 1,740 -116 -6%
CP
754
Castleview Partners
Texas
$203K 1,739 +1,739 New
TTWM
755
TCV Trust & Wealth Management
Virginia
$203K 1,738 +1,738 New
WJWM
756
Williams Jones Wealth Management
New York
$203K 1,738 +1,738 New
AWM
757
Axxcess Wealth Management
California
$203K 1,733 -5,148 -75%
FIA
758
Foundations Investment Advisors
Arizona
$202K 1,730 +1,730 New
CG
759
Cutler Group
California
$198K 1,700 +1,420 +507%
TIM
760
Tortoise Investment Management
New York
$190K 1,628 +105 +7%
PFBT
761
Parkside Financial Bank & Trust
Missouri
$185K 1,583 -15 -0.9%
EL
762
EMFO LLC
Florida
$182K 1,555 +1,555 New
OAM
763
Ostrum Asset Management
France
$176K 1,510 +1 +0.1%
T
764
TOBAM
France
$176K 1,503 -642 -30%
PAI
765
Pittenger & Anderson Inc
Nebraska
$175K 1,500 – –
TF
766
Tompkins Financial
New York
$175K 1,500 – –
CLOS
767
Compagnie Lombard Odier SCmA
Switzerland
$175K 1,498 – –
APC
768
Aspire Private Capital
North Carolina
$173K 1,481 +170 +13%
IBOK
769
Independence Bank of Kentucky
Kentucky
$169K 1,450 +850 +142%
CFB
770
Cullen/Frost Bankers
Texas
$154K 1,322 -175 -12%
FCAG
771
First Capital Advisors Group
New Jersey
$152K 1,302 -2,746 -68%
OC
772
Oakworth Capital
Alabama
$152K 1,300 – –
AIC
773
Archer Investment Corporation
Indiana
$152K 1,300 -4,350 -77%
WB
774
Webster Bank
Connecticut
$146K 1,253 – –
PTC
775
Private Trust Company
Ohio
$145K 1,238 +251 +25%
29 30
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