DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-14
Holders Change %
-1.65%
% of All Funds
18.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
99
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.02B
2
Barclays
Barclays
United Kingdom
$102M
3
Principal Financial Group
Principal Financial Group
Iowa
$222M
4
JIM
Jupiter Investment Management
United Kingdom
$28.2M
5
BA
Bridgewater Associates
Connecticut
$25.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.3M
2
O
OppenheimerFunds
New York
$1.67M
3
Morgan Stanley
Morgan Stanley
New York
$156M
4
EIP
Epoch Investment Partners
New York
$25.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
801
Avestar Capital
New York
$4K +$1.49K +42 +59%
PWM
802
PRW Wealth Management
Massachusetts
$4K +$4K +61 New
HS
803
Horan Securities
United States
$3K – – –
MWM
804
Mascoma Wealth Management
New Hampshire
$3K – – –
CAL
805
Capital Analysts LLC
Pennsylvania
$3K – – –
LYV
806
Live Your Vision
Pennsylvania
$3K – – –
SA
807
SRH Advisors
Kansas
$3K – – –
HCM
808
Highlander Capital Management
New Jersey
$3K – – –
CFN
809
Cordasco Financial Network
Florida
$3K – – –
TIM
810
Tortoise Investment Management
New York
$3K – – –
ECM
811
Estabrook Capital Management
New York
$2.95K – – –
AIM
812
Anchor Investment Management
South Carolina
$2.95K – – –
CT
813
Chicago Trust
Illinois
$2.07K -$21 -350 -1%
CFD
814
Creative Financial Designs
Indiana
$2K -$5.37K -94 -73%
TL
815
TrueWealth LLC
Georgia
$2K -$4.72K -85 -70%
MSA
816
Marino Stram & Associates
Massachusetts
$2K – – –
IAS
817
IMA Advisory Services
Colorado
$2K – – –
NR
818
Newfound Research
Massachusetts
$2K +$133 +2 +7%
Parallax Volatility Advisers
819
Parallax Volatility Advisers
California
$2K +$286 +4 +17%
WDL
820
Well Done LLC
Michigan
$2K +$2K +26 New
CC
821
Claybrook Capital
Massachusetts
$2K +$2K +26 New
KPW
822
Kore Private Wealth
New York
$2K +$2K +32 New
TFA
823
Transamerica Financial Advisors
Florida
$1K -$333 -1 -25%
CIR
824
Clear Investment Research
Georgia
$1K – – –
CAM
825
CenterStar Asset Management
Illinois
$1K – – –
31 32
33
34 35