DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,048 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 350 reducing their positions, and 65 closing their positions.

Holders
1,048
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.16%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
350
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$696M
2
BlackRock
2
BlackRock
New York
$2.9B
3
Bank of America
3
Bank of America
North Carolina
$264M
4
Capital World Investors
4
Capital World Investors
California
$2.93B
5
FCM
5
Farallon Capital Management
California
$102M

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$6.12M
2
TCAM
2
Turtle Creek Asset Management
Ontario, Canada
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$51.2M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$151M
5
SC
5
Sculptor Capital
New York
$105M
Name Holding Trade Value Shares
Change 		Shares
Change %
PJWM
801
Philip James Wealth Mangement
Georgia
$232K +$232K +1,654 New
SB
802
Sunflower Bank
Texas
$231K +$231K +1,648 New
BFG
803
Berger Financial Group
Minnesota
$231K – – –
BAM
804
Belpointe Asset Management
Nevada
$230K +$11.8K +84 +5%
CSIC
805
Clifford Swan Investment Counsel
California
$227K +$227K +1,615 New
CIA
806
Capital Investment Advisors
Georgia
$226K +$2.95K +21 +1%
MSAM
807
Moloney Securities Asset Management
Missouri
$225K -$204K -1,452 -48%
JWCA
808
J.W. Coons Advisors
Ohio
$224K – – –
NI
809
NDVR Inc
Massachusetts
$224K +$224K +1,609 New
TPWA
810
Twin Peaks Wealth Advisors
California
$221K -$16.1K -115 -7%
PPC
811
Park Place Capital
Alabama
$217K -$54.2K -386 -20%
SSB
812
Sandy Spring Bank
Maryland
$216K – – –
ILI
813
Invesco LLC (Illinois)
Illinois
$215K – – –
MFA
814
Mayflower Financial Advisors
Massachusetts
$213K -$38.6K -275 -15%
PWPS
815
Pinnacle Wealth Planning Services
Ohio
$211K +$211K +1,505 New
SAM
816
Smartleaf Asset Management
Massachusetts
$211K +$82.9K +595 +65%
SBIA
817
Sheaff Brock Investment Advisors
Indiana
$210K -$712K -5,073 -77%
SAG
818
SageView Advisory Group
California
$208K -$20.2K -144 -9%
HCM
819
Howard Capital Management
Georgia
$204K +$204K +1,457 New
WJWM
820
Williams Jones Wealth Management
New York
$204K +$204K +1,457 New
WP
821
WMS Partners
Maryland
$204K +$204K +1,457 New
SWM
822
Seed Wealth Management
Illinois
$204K +$204K +1,453 New
LIM
823
Leavell Investment Management
Alabama
$203K +$203K +1,450 New
SFWC
824
Strategic Family Wealth Counselors
New Jersey
$201K +$201K +1,433 New
OAM
825
Ostrum Asset Management
France
$198K +$2.53K +18 +1%
31 32
33
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