DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,161 hedge funds and large institutions have $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 350 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+112
Holders Change %
+10.68%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
350
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M

Top Buyers

1
FCM
Farallon Capital Management
California
$738M
2
UBS Group
UBS Group
Switzerland
$368M
3
UOC
UBS O'Connor
Illinois
$202M
4
BlackRock
BlackRock
New York
$3.77B
5
TCA
Taconic Capital Advisors
New York
$204M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$3.38B
2
SCA
Southpoint Capital Advisors
New York
$0
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$1.22M
4
BWA
Brave Warrior Advisors
New York
$437M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
801
McLean Asset Management
Virginia
$318K +$4.68K +27 +1%
VC
802
Vicus Capital
Pennsylvania
$317K +$6.41K +37 +2%
LDB
803
Lee, Danner & Bass
Tennessee
$316K – – –
MOS
804
MGO One Seven
Ohio
$315K +$9.87K +57 +3%
WT
805
Washington Trust
Rhode Island
$315K -$15.6K -90 -5%
BCWM
806
Bartlett & Co Wealth Management
Ohio
$313K – – –
GIA
807
Gladstone Institutional Advisory
Florida
$313K – – –
PI
808
PFG Investments
New York
$310K +$18K +104 +6%
VHAM
809
Van Hulzen Asset Management
California
$308K -$2.91M -16,800 -90%
WWM
810
Western Wealth Management
Colorado
$306K -$43.3K -250 -12%
FBT
811
First Bank & Trust
South Dakota
$305K -$125K -721 -29%
PRI
812
Prepared Retirement Institute
Pennsylvania
$303K – – –
CS
813
Cannell & Spears
New York
$301K +$346 +2 +0.1%
AWA
814
Arkadios Wealth Advisors
Georgia
$300K -$14.2K -82 -5%
HBT
815
Hills Bank & Trust
Iowa
$299K -$2.77K -16 -0.9%
AAS
816
Ameritas Advisory Services
Nebraska
$298K +$298K +1,723 New
GF
817
Gries Financial
Ohio
$298K +$2.25K +13 +0.8%
PCIA
818
Prime Capital Investment Advisors
Kansas
$297K -$10.7K -62 -3%
JF
819
Jump Financial
Illinois
$295K -$63.4K -366 -18%
CIA
820
Capital Investment Advisors
Georgia
$292K +$12.8K +74 +5%
BWA
821
Burt Wealth Advisors
Maryland
$290K – – –
IAA
822
Independent Advisor Alliance
North Carolina
$289K +$289K +1,668 New
SB
823
Sunflower Bank
Texas
$288K +$2.25K +13 +0.8%
CAS
824
CTC Alternative Strategies
Illinois
$288K -$67K -387 -19%
PJWM
825
Philip James Wealth Mangement
Georgia
$287K +$866 +5 +0.3%
31 32
33
34 35