DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$225M
2
Ameriprise
2
Ameriprise
Minnesota
$260M
3
Invesco
3
Invesco
Georgia
$243M
4
Boston Partners
4
Boston Partners
Massachusetts
$502M
5
BlackRock
5
BlackRock
New York
$2.38B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.47B
2
Wells Fargo
2
Wells Fargo
California
$78.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$67M
5
Capital International Investors
5
Capital International Investors
California
$2.31B
Name Market Value Shares Shares
Change 		Shares
Change %
RFA
801
Reilly Financial Advisors
California
$70K 606 – –
IBOK
802
Independence Bank of Kentucky
Kentucky
$69K 600 – –
SWM
803
Selective Wealth Management
Virginia
$69K 600 +300 +100%
CA
804
Cornerstone Advisory
Maryland
$69K 600 +600 New
NF
805
Norwood Financial
Pennsylvania
$68K 585 +585 New
Koshinski Asset Management
806
Koshinski Asset Management
Illinois
$67.9K 588 +88 +18%
CAL
807
Capital Advisors Ltd
Ohio
$67K 581 +7 +1%
First Manhattan
808
First Manhattan
New York
$64K 558 – –
CWC
809
Carolinas Wealth Consulting
North Carolina
$63K 549 +4 +0.7%
FPB
810
First PREMIER Bank
South Dakota
$61K 528 – –
SWA
811
SOA Wealth Advisors
New York
$61K 526 – –
C
812
Covestor
United Kingdom
$61K 530 +530 New
OIA
813
Optimum Investment Advisors
Illinois
$58K 500 – –
FNBOSM
814
First National Bank of South Miami
Florida
$58K 500 – –
RMC
815
Resources Management Corp
Connecticut
$57K 495 -34 -6%
FCB
816
First Command Bank
Texas
$55K 445 – –
VCM
817
Versant Capital Management
Arizona
$55K 478 – –
BBPWM
818
Blue Bell Private Wealth Management
Pennsylvania
$55K 479 +479 New
RA
819
Rise Advisors
New York
$53.5K 463 +463 New
ST
820
Sageworth Trust
Pennsylvania
$52K 450 -1,502 -77%
FCFS
821
First Command Financial Services
Texas
$52K 445 – –
ATC
822
Adirondack Trust Company
New York
$51K 440 – –
VNA
823
Valley National Advisers
Pennsylvania
$50K 434 – –
FAG
824
Fortitude Advisory Group
Washington
$50K 436 +436 New
PCTC
825
Perkins Coie Trust Company
Washington
$47K 405 – –
31 32
33
34 35