DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
BEI
801
Benjamin Edwards Inc
Missouri
$54K 492 +151 +44%
BBPWM
802
Blue Bell Private Wealth Management
Pennsylvania
$53K 479 – –
VCM
803
Versant Capital Management
Arizona
$52K 469 -9 -2%
RA
804
Rise Advisors
New York
$51K 465 +2 +0.4%
CFO
805
CVA Family Office
Colorado
$51K 465 +175 +60%
QC
806
Quent Capital
New York
$50K 454 -773 -63%
FCFS
807
First Command Financial Services
Texas
$49K 445 – –
FCB
808
First Command Bank
Texas
$49K 445 – –
FAG
809
Fortitude Advisory Group
Washington
$48K 436 – –
VNA
810
Valley National Advisers
Pennsylvania
$48K 434 – –
ATC
811
Adirondack Trust Company
New York
$48K 440 – –
ADL
812
Asset Dedication LLC
California
$48K 449 +42 +10%
PCTC
813
Perkins Coie Trust Company
Washington
$45K 405 – –
CB
814
CNB Bank
Pennsylvania
$44K 400 – –
BWA
815
BDO Wealth Advisors
Florida
$44K 395 – –
JWA
816
JFS Wealth Advisors
Pennsylvania
$43K 389 -405 -51%
SFA
817
Semmax Financial Advisors
North Carolina
$43K 392 – –
T
818
TCWP
Ohio
$43K 395 +395 New
LC
819
Lindbrook Capital
California
$41K 372 +79 +27%
SC
820
Stephens Consulting
Michigan
$38.6K 350 -52 -13%
WTC
821
WhitTier Trust Company
Nevada
$38K 342 +74 +28%
AS
822
Altshuler Shaham
Israel
$38K 347 +347 New
MGIM
823
M&G Investment Management
United Kingdom
$38K 345,123 +6,682 +2%
C
824
Covestor
United Kingdom
$37K 339 -191 -36%
HIA
825
Harbor Investment Advisory
Maryland
$35K 314 -78 -20%
31 32
33
34 35