DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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850 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 248 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+13
Holders Change %
+1.55%
% of All Funds
19.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
97
Increased
248
Reduced
351
Closed
77
Calls
$107M
Puts
$130M
Net Calls
-$23M
Net Calls Change
+$404K

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
$360M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
3
AAMU
Amundi Asset Management US
Massachusetts
$264M
4
Morgan Stanley
Morgan Stanley
New York
$315M
5
PAM
Panagora Asset Management
Massachusetts
$70.5M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$133M
2
State Street
State Street
Massachusetts
$1.15B
3
Goldman Sachs
Goldman Sachs
New York
$169M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$4.13M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$327M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
801
Arcadia Investment Advisors
Idaho
$7.12K -$72 -1 -1%
LA
802
Legacy Advisors
Pennsylvania
$7K – – –
AIS
803
Accurate Investment Solutions
Pennsylvania
$7K – – –
OWA
804
One Wealth Advisors
California
$7K – – –
1IA
805
1834 Investment Advisors
Wisconsin
$7K – – –
WC
806
Whitney & Co
New York
$7K +$7K +100 New
EWM
807
Elmwood Wealth Management
California
$6.55K +$6.55K +91 New
ARMC
808
American Research & Management Company
Massachusetts
$6K – – –
SWMG
809
Signature Wealth Management Group
Georgia
$6K – – –
NCM
810
New Capital Management
Texas
$6K – – –
OAJ
811
Ogorek Anthony Joseph
New York
$6K – – –
FPB
812
First PREMIER Bank
South Dakota
$6K – – –
GTAM
813
Global Trust Asset Management
Florida
$6K +$75 +1 +1%
TCM
814
Tradewinds Capital Management
Washington
$6K +$6K +88 New
IP
815
Intellectus Partners
California
$5K – – –
CHC
816
City Holding Co
West Virginia
$5K – – –
CAC
817
Certified Advisory Corp
Florida
$5K – – –
AWA
818
Acorn Wealth Advisors
Michigan
$5K – – –
IF
819
Ironwood Financial
Arizona
$4K – – –
TIM
820
Tortoise Investment Management
New York
$4K – – –
MWM
821
Mascoma Wealth Management
New Hampshire
$4K – – –
Carson Wealth (CWM LLC)
822
Carson Wealth (CWM LLC)
Nebraska
$4K +$881 +13 +28%
CAL
823
Capital Analysts LLC
Pennsylvania
$4K +$4K +58 New
AIM
824
Anchor Investment Management
South Carolina
$3.6K – – –
ECM
825
Estabrook Capital Management
New York
$3.6K – – –
31 32
33
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