DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$998M
2
Truist Financial
Truist Financial
North Carolina
$228M
3
MA
Marshfield Associates
District of Columbia
$278M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$121M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$749M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.31M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$43.5M
3
Capital World Investors
Capital World Investors
California
$2.32B
4
Goldman Sachs
Goldman Sachs
New York
$192M
5
1SP
140 Summer Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ARC
751
Advisor Resource Council
Texas
$204K +$204K +1,816 New
SCA
752
Snowden Capital Advisors
New York
$204K +$204K +1,815 New
MFA
753
Mayflower Financial Advisors
Massachusetts
$204K +$204K +1,811 New
JF
754
Jump Financial
Illinois
$203K -$3.09M -27,447 -94%
BSW
755
Buckingham Strategic Wealth
Missouri
$201K +$201K +1,791 New
BSC
756
Brown Shipley & Co
United Kingdom
$197K -$238K -2,121 -55%
HBT
757
Hills Bank & Trust
Iowa
$196K – – –
TIM
758
Tortoise Investment Management
New York
$181K +$112 +1 +0.1%
SSB
759
Sandy Spring Bank
Maryland
$176K – – –
OAM
760
Ostrum Asset Management
France
$169K +$674 +6 +0.4%
TF
761
Tompkins Financial
New York
$169K – – –
TCOV
762
Trust Company of Vermont
Vermont
$165K -$136K -1,214 -45%
ACA
763
Atlas Capital Advisors
Wyoming
$163K -$8.99K -80 -5%
GI
764
GAMMA Investing
California
$160K +$160K +1,517 New
CIAS
765
Capital Investment Advisory Services
North Carolina
$157K +$157K +1,401 New
CFB
766
Cullen/Frost Bankers
Texas
$157K +$7.65K +68 +5%
IWA
767
Icon Wealth Advisors
Texas
$155K +$155K +1,375 New
T
768
TOBAM
France
$153K +$45.2K +402 +42%
SIM
769
Sentry Investment Management
Wisconsin
$147K -$15.8K -141 -10%
GIA
770
GHP Investment Advisors
Colorado
$143K -$10.5K -93 -7%
GM
771
GeoWealth Management
Illinois
$141K +$95.5K +853 +210%
EWA
772
EverSource Wealth Advisors
Alabama
$132K +$9.21K +82 +7%
OC
773
Oakworth Capital
Alabama
$129K – – –
TCA
774
Trifecta Capital Advisors
Illinois
$128K – – –
CFGS
775
Concourse Financial Group Securities
Alabama
$127K – – –
29 30
31
32 33