DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$209M
2
Capital World Investors
Capital World Investors
California
+$202M
3
RCM
Rokos Capital Management
United Kingdom
+$197M
4
DKCM
Davidson Kempner Capital Management
New York
+$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$259M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
BlackRock
BlackRock
New York
-$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
776
Dakota Wealth Management
Florida
$340K -$115K -671 -25%
IAA
777
Independent Advisor Alliance
North Carolina
$340K +$55.3K +324 +19%
QC
778
Quent Capital
New York
$339K +$88.2K +517 +35%
GEM
779
Global Endowment Management
North Carolina
$339K -$424K -2,486 -56%
PP
780
PDS Planning
Ohio
$336K +$16.6K +97 +5%
BFC
781
Bedel Financial Consulting
Indiana
$336K +$12.6K +67 +4%
LA
782
Legacy Advisors
Pennsylvania
$335K +$8.71K +51 +3%
CGL
783
Clarius Group LLC
Washington
$333K -$5.63K -33 -2%
LS
784
Livforsakringsbolaget Skandia
Sweden
$333K – – –
PPWP
785
Premier Path Wealth Partners
New Jersey
$332K -$38.6K -226 -10%
JWCA
786
J.W. Coons Advisors
Ohio
$331K +$58K +340 +21%
APA
787
Astoria Portfolio Advisors
New York
$329K -$242K -1,356 -42%
VA
788
Valmark Advisers
Ohio
$328K -$37.7K -221 -10%
AWM
789
Aviso Wealth Management
Washington
$328K – – –
IPW
790
Inlet Private Wealth
Florida
$326K -$46.9K -275 -13%
FFA
791
Founders Financial Alliance
North Carolina
$326K +$512 +3 +0.2%
CSB
792
City State Bank
Iowa
$323K – – –
CWM
793
Calamos Wealth Management
Illinois
$322K +$75.6K +443 +31%
CPA
794
Court Place Advisors
Maryland
$321K – – –
SAM
795
Smartleaf Asset Management
Massachusetts
$318K +$12.1K +76 +4%
ARC
796
Advisor Resource Council
Texas
$316K +$316K +2,069 New
VC
797
Vicus Capital
Pennsylvania
$316K +$3.59K +21 +1%
PWM
798
Perigon Wealth Management
California
$315K -$20.3K -119 -6%
MPM
799
MBB Public Markets
Illinois
$315K +$315K +1,846 New
IA
800
IFP Advisors
Florida
$315K -$79.7K -467 -20%
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