DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$209M
2
Capital World Investors
Capital World Investors
California
+$202M
3
RCM
Rokos Capital Management
United Kingdom
+$197M
4
DKCM
Davidson Kempner Capital Management
New York
+$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$259M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
BlackRock
BlackRock
New York
-$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
RZH
801
Relyea Zuckerberg Hanson
Connecticut
$313K -$36.9K -216 -11%
LDB
802
Lee, Danner & Bass
Tennessee
$312K – – –
WT
803
Washington Trust
Rhode Island
$310K – – –
AWA
804
Arkadios Wealth Advisors
Georgia
$310K +$14.7K +86 +5%
FIA
805
Foundations Investment Advisors
Arizona
$309K -$22.5K -132 -7%
BCWM
806
Bartlett & Co Wealth Management
Ohio
$309K +$171 +1 +0.1%
GIA
807
Gladstone Institutional Advisory
Florida
$308K -$512 -3 -0.2%
SWP
808
Sagespring Wealth Partners
Tennessee
$305K +$24.4K +143 +9%
AFA
809
AA Financial Advisors
Ohio
$302K +$64.5K +378 +27%
PRI
810
Prepared Retirement Institute
Pennsylvania
$299K – – –
TLFA
811
True Link Financial Advisors
California
$299K +$299K +1,749 New
CS
812
Cannell & Spears
New York
$297K – – –
KDA
813
Kraft Davis & Associates
Missouri
$297K +$297K +1,716 New
AAS
814
Ameritas Advisory Services
Nebraska
$295K – – –
HBT
815
Hills Bank & Trust
Iowa
$294K – – –
4WM
816
44 Wealth Management
Oregon
$294K +$13K +76 +5%
GF
817
Gries Financial
Ohio
$293K -$683 -4 -0.2%
NEWAS
818
N.E.W. Advisory Services
Wisconsin
$291K +$291K +1,707 New
FBT
819
First Bank & Trust
South Dakota
$291K -$9.56K -56 -3%
APC
820
Aspire Private Capital
North Carolina
$287K -$122K -717 -30%
BWA
821
Burt Wealth Advisors
Maryland
$286K – – –
PCS
822
Personal CFO Solutions
New Jersey
$283K +$283K +1,660 New
WIC
823
Woodmont Investment Counsel
Tennessee
$282K – – –
PI
824
PFG Investments
New York
$281K -$24.4K -143 -8%
SB
825
Sunflower Bank
Texas
$281K -$2.73K -16 -1%
31 32
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