DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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936 hedge funds and large institutions have $30.7B invested in Discover Financial Services in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 294 increasing their positions, 363 reducing their positions, and 68 closing their positions.

Holders
936
Holders Change
+17
Holders Change %
+1.85%
% of All Funds
16.44%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
96
Increased
294
Reduced
363
Closed
68
Calls
$248M
Puts
$282M
Net Calls
-$33.3M
Net Calls Change
-$17.3M

Top Buyers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$244M
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$238M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$736M
4
CGPCS
4
Capital Group Private Client Services
California
$89.4M
5
Allianz Asset Management
5
Allianz Asset Management
Germany
$151M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$638M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.87B
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$0
4
RP
4
RR Partners
New York
$0
5
CBT
5
Capital Bank & Trust
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
JWA
776
JFS Wealth Advisors
Pennsylvania
$109K 887 +487 +122%
GFPC
777
Global Financial Private Client
Florida
$89K 700 – –
ME
778
McIlrath & Eck
Washington
$88K 716 – –
CAM
779
Costello Asset Management
Pennsylvania
$86K 700 – –
CI
780
CX Institutional
Indiana
$85K 694 +36 +5%
AL
781
ADE LLC
Maryland
$80K 653 – –
LFG
782
Larson Financial Group
Missouri
$80K 650 +94 +17%
AssetMark Inc
783
AssetMark Inc
California
$80K 653 +248 +61%
ZB
784
Zions Bancorporation
Utah
$79K 641 -35 -5%
LWA
785
Lenox Wealth Advisors
New York
$78K 634 – –
BHWM
786
Bay Harbor Wealth Management
Maryland
$78K 631 +208 +49%
LWM
787
Liberty Wealth Management
California
$78K 649 +350 +117%
SIM
788
Sonora Investment Management
Arizona
$76K 618 +85 +16%
BC
789
Bartlett & Co
Ohio
$74K 600 -51 -8%
IBOK
790
Independence Bank of Kentucky
Kentucky
$74K 600 – –
RFA
791
Reilly Financial Advisors
California
$74K 606 – –
BCWM
792
Bartlett & Co Wealth Management
Ohio
$73.7K 600 -51 -8%
CAL
793
Capital Advisors Ltd
Ohio
$70K 574 +1 +0.2%
First Manhattan
794
First Manhattan
New York
$68K 558 – –
CWC
795
Carolinas Wealth Consulting
North Carolina
$67K 545 -137 -20%
CDIA
796
Capital Directions Investment Advisors
Georgia
$66K 540 – –
RMC
797
Resources Management Corp
Connecticut
$65K 529 – –
FPB
798
First PREMIER Bank
South Dakota
$65K 528 – –
SWA
799
SOA Wealth Advisors
New York
$64K 526 -1 -0.2%
Koshinski Asset Management
800
Koshinski Asset Management
Illinois
$61.4K 500 +500 New
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