DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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850 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 248 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+13
Holders Change %
+1.55%
% of All Funds
19.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
97
Increased
248
Reduced
351
Closed
77
Calls
$107M
Puts
$130M
Net Calls
-$23M
Net Calls Change
+$404K

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
3
AAMU
Amundi Asset Management US
Massachusetts
$264M
4
Morgan Stanley
Morgan Stanley
New York
$315M
5
PAM
Panagora Asset Management
Massachusetts
$70.5M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$133M
2
State Street
State Street
Massachusetts
$1.15B
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.13M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
776
Allworth Financial
California
$12K – – –
KC
777
KHP Capital
Oklahoma
$12K +$12K +160 New
CB
778
Community Bank
New York
$11K – – –
RBC
779
Roble Belko & Company
Pennsylvania
$11K – – –
CFA
780
Carroll Financial Associates
North Carolina
$11K – – –
BFEC
781
Benjamin F. Edwards & Company
Missouri
$11K – – –
PG
782
Patten Group
Tennessee
$11K – – –
CCA
783
Clearwater Capital Advisors
Illinois
$11K +$11K +150 New
WF
784
WealthTrust Fairport
Ohio
$11K +$11K +150 New
IFAM
785
Institutional & Family Asset Management
Colorado
$11K +$11K +151 New
DSN
786
D. Scott Neal
Kentucky
$11K +$11K +156 New
PO
787
Private Ocean
California
$10K – – –
FMII
788
Farmers & Merchants Investments Inc
Nebraska
$10K – – –
PFSC
789
Peoples Financial Services Corp
Pennsylvania
$10K – – –
ST
790
Smithfield Trust
Pennsylvania
$10K +$4.29K +60 +75%
GI
791
GS Investments
Minnesota
$9.35K -$1.44K -20 -13%
BWA
792
BDO Wealth Advisors
Florida
$9K – – –
WTC
793
WhitTier Trust Company
Nevada
$9K – – –
RA
794
Rational Advisors
New York
$9K +$9K +122 New
DWA
795
Divergent Wealth Advisors
Utah
$9K +$9K +126 New
OIA
796
OneDigital Investment Advisors
Kansas
$8K -$35.9K -530 -82%
FCMT
797
Founders Capital Management (Texas)
Texas
$8K – – –
MOS
798
MGO One Seven
Ohio
$8K +$1.38K +20 +21%
FMP
799
Financial Management Professionals
Texas
$8K +$8K +112 New
NWM
800
Northwest Wealth Management
Iowa
$8K +$8K +116 New
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