DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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966 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2023 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 281 increasing their positions, 421 reducing their positions, and 73 closing their positions.

Holders
966
Holders Change
+18
Holders Change %
+1.9%
% of All Funds
15.24%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
98
Increased
281
Reduced
421
Closed
73
Calls
$319M
Puts
$342M
Net Calls
-$22.8M
Net Calls Change
-$37.8M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$496M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$425M
3
MA
3
Marshfield Associates
District of Columbia
$122M
4
Swiss National Bank
4
Swiss National Bank
Switzerland
$109M
5
Holocene Advisors
5
Holocene Advisors
New York
$95M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$15.9M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.87B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$112M
4
BlackRock
4
BlackRock
New York
$2.11B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$206M
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
776
EverSource Wealth Advisors
Alabama
$143K 1,224 -317 -21%
CFGS
777
Concourse Financial Group Securities
Alabama
$143K 1,221 +34 +3%
QC
778
Quent Capital
New York
$134K 1,150 +406 +55%
TCA
779
Trifecta Capital Advisors
Illinois
$133K 1,142 – –
GIA
780
GHP Investment Advisors
Colorado
$132K 1,276 – –
MCM
781
MV Capital Management
Maryland
$131K 1,121 +55 +5%
EWM
782
Evermay Wealth Management
Virginia
$126K 1,075 – –
PWMG
783
Prestige Wealth Management Group
New Jersey
$124K 1,065 – –
CAL
784
Capital Advisors Ltd
Ohio
$121K 1,038 +452 +77%
CSPIA
785
Cary Street Partners Investment Advisory
Virginia
$118K 1,011 +529 +110%
TAIM
786
TD Ameritrade Investment Management
Nebraska
$117K 1,003 -123 -11%
DMBA
787
Deseret Mutual Benefit Administrators
Utah
$111K 947 – –
ME
788
McIlrath & Eck
Washington
$110K 945 +34 +4%
GI
789
Gradient Investments
Minnesota
$110K 943 +2 +0.2%
IWP
790
Icon Wealth Partners
Texas
$110K 941 +941 New
PSB
791
Piscataqua Savings Bank
New Hampshire
$98K 839 – –
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$97.6K 835 +4 +0.5%
AA
793
Alta Advisers
United Kingdom
$93.5K 800 – –
BEI
794
Benjamin Edwards Inc
Missouri
$91K 779 -2 -0.3%
DJSG
795
D.J. St. Germain
Massachusetts
$90.8K 777 +777 New
AP
796
Atwood & Palmer
Missouri
$87.6K 750 – –
CI Investments Inc
797
CI Investments Inc
Ontario, Canada
$85K 728 +14 +2%
KFP
798
KB Financial Partners
New Jersey
$83K 709 -1,851 -72%
GFPC
799
Global Financial Private Client
Florida
$82.7K 700 – –
C
800
Covestor
United Kingdom
$82K 708 +215 +44%
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