DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M

Top Buyers

1
SC
1
Sessa Capital
New York
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$356M
3
Millennium Management
3
Millennium Management
New York
$279M
4
PCM
4
Pentwater Capital Management
Florida
$203M
5
Norges Bank
5
Norges Bank
Norway
$560M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$531M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Capital World Investors
3
Capital World Investors
California
$2.19B
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99B
Name Market Value Shares Shares
Change 		Shares
Change %
MAM
776
McLean Asset Management
Virginia
$223K 1,779 +1,779 New
TTWM
777
TCV Trust & Wealth Management
Virginia
$223K 1,698 +1,698 New
BWA
778
Burt Wealth Advisors
Maryland
$219K 1,673 +1,673 New
NS
779
NBC Securities
Alabama
$219K 1,675 -7,372 -81%
CW
780
Connectus Wealth
Ohio
$218K 1,661 +1,661 New
GF
781
Gries Financial
Ohio
$218K 1,660 +1,660 New
WIC
782
Woodmont Investment Counsel
Tennessee
$217K 1,654 -1,480 -47%
BFG
783
Berger Financial Group
Minnesota
$216K 1,645 +1,645 New
KWM
784
Kingsview Wealth Management
Oregon
$214K 1,634 +1,634 New
AL
785
Aspiriant LLC
California
$214K 1,632 +1,632 New
PWM
786
Perigon Wealth Management
California
$213K 1,626 +1,626 New
AAS
787
Ameritas Advisory Services
Nebraska
$213K 1,650 +1,650 New
FA
788
FDx Advisors
Illinois
$212K 1,620 -715 -31%
VV
789
Verity & Verity
South Carolina
$210K 1,604 +1,604 New
PP
790
PDS Planning
Ohio
$210K 1,602 +1,602 New
JWCA
791
J.W. Coons Advisors
Ohio
$210K 1,598 +1,598 New
VA
792
Valmark Advisers
Ohio
$209K 1,596 +1,596 New
CFG
793
Citizens Financial Group
Rhode Island
$207K 1,581 -18,288 -92%
OPPS
794
Obsidian Personal Planning Solutions
Maryland
$207K 1,630 +1,630 New
EIP
795
Easterly Investment Partners
Massachusetts
$206K 1,575 +1,575 New
AWA
796
Aaron Wealth Advisors
Illinois
$206K 1,569 +1,569 New
ICG
797
InterOcean Capital Group
Tennessee
$205K 1,566 +1,566 New
EIC
798
Equity Investment Corp
Georgia
$205K 1,564 +1,564 New
DWA
799
Delap Wealth Advisory
Oregon
$205K 1,562 +1,562 New
CIA
800
Capital Investment Advisors
Georgia
$205K 1,561 +1,561 New
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