DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
776
AIA Group
Hong Kong
$79K 719 +320 +80%
MA
777
MCF Advisors
Kentucky
$79K 721 +721 New
GFPC
778
Global Financial Private Client
Florida
$77.1K 700 – –
ZB
779
Zions Bancorporation
Utah
$77K 699 +26 +4%
Koshinski Asset Management
780
Koshinski Asset Management
Illinois
$74.9K 680 +92 +16%
LWA
781
Lenox Wealth Advisors
New York
$74K 662 +5 +0.8%
MPWT
782
MassMutual Private Wealth & Trust
Connecticut
$72K 656 -173 -21%
STCOSD
783
Sageworth Trust Company of South Dakota
South Dakota
$70K 631 -867 -58%
MRCM
784
M&R Capital Management
New Jersey
$68K 622 -6,127 -91%
SWM
785
Selective Wealth Management
Virginia
$66K 600 – –
IBOK
786
Independence Bank of Kentucky
Kentucky
$66K 600 – –
MUMSS
787
Mitsubishi UFJ Morgan Stanley Securities
Japan
$64K 580 -610 -51%
FCA
788
FinTrust Capital Advisors
South Carolina
$64K 578 -100 -15%
NF
789
Norwood Financial
Pennsylvania
$64K 585 – –
CAL
790
Capital Advisors Ltd
Ohio
$63K 576 -5 -0.9%
First Manhattan
791
First Manhattan
New York
$63K 575 +17 +3%
ST
792
Smithfield Trust
Pennsylvania
$62K 560 -1,518 -73%
CWC
793
Carolinas Wealth Consulting
North Carolina
$60K 547 -2 -0.4%
CDIA
794
Capital Directions Investment Advisors
Georgia
$60K 540 +540 New
FPB
795
First PREMIER Bank
South Dakota
$59K 528 – –
PCG
796
Private Capital Group
Connecticut
$58K 524 -848 -62%
SWA
797
SOA Wealth Advisors
New York
$58K 527 +1 +0.2%
HBW
798
Hazlett, Burt & Watson
West Virginia
$57K 515 +515 New
OIA
799
Optimum Investment Advisors
Illinois
$55K 500 – –
FNBOSM
800
First National Bank of South Miami
Florida
$55K 500 – –
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