DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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851 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2018 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 262 increasing their positions, 346 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
851
Holders Change
-5
Holders Change %
-0.58%
% of All Funds
19.49%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
70
Increased
262
Reduced
346
Closed
68
Calls
$109M
Puts
$113M
Net Calls
-$4.37M
Net Calls Change
+$9.02M

Top Buyers

1
Ninety One (UK)
1
Ninety One (UK)
United Kingdom
$223M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$201M
3
APG Asset Management
3
APG Asset Management
Netherlands
$161M
4
Man Group
4
Man Group
United Kingdom
$72.9M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$122M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$668M
2
AAMU
2
Amundi Asset Management US
Massachusetts
$220M
3
Morgan Stanley
3
Morgan Stanley
New York
$280M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$27.7M
5
O
5
OppenheimerFunds
New York
$100M
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
776
McIlrath & Eck
Washington
$13K -$12.7K -166 -49%
Carson Wealth (CWM LLC)
777
Carson Wealth (CWM LLC)
Nebraska
$13K +$1.15K +15 +10%
TPWA
778
TRUE Private Wealth Advisors
Oregon
$12.8K +$12.8K +167 New
CB
779
Community Bank
New York
$12K – – –
IFAM
780
Institutional & Family Asset Management
Colorado
$12K – – –
CFA
781
Carroll Financial Associates
North Carolina
$12K – – –
RBC
782
Roble Belko & Company
Pennsylvania
$12K – – –
KC
783
KHP Capital
Oklahoma
$12K – – –
RFM
784
Royal Fund Management
Florida
$12K +$12K +168 New
ST
785
Smithfield Trust
Pennsylvania
$11K – – –
PO
786
Private Ocean
California
$11K – – –
PG
787
Patten Group
Tennessee
$11K – – –
CFD
788
Creative Financial Designs
Indiana
$10K -$10.2K -131 -50%
WTC
789
WhitTier Trust Company
Nevada
$10K – – –
DWA
790
Divergent Wealth Advisors
Utah
$10K – – –
SFSIG
791
San Francisco Sentry Investment Group
California
$10K +$3.79K +50 +61%
GI
792
GS Investments
Minnesota
$9.94K – – –
OIA
793
OneDigital Investment Advisors
Kansas
$9K – – –
NWM
794
Northwest Wealth Management
Iowa
$9K – – –
FCMT
795
Founders Capital Management (Texas)
Texas
$9K – – –
BWA
796
BDO Wealth Advisors
Florida
$9K – – –
TL
797
TrueWealth LLC
Georgia
$9K – – –
GI
798
Gradient Investments
Minnesota
$9K +$80 +1 +0.9%
MA
799
MCF Advisors
Kentucky
$8K – – –
SMFS
800
Squar Milner Financial Services
California
$8K – – –
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