DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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881 hedge funds and large institutions have $22.5B invested in Discover Financial Services in 2019 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 285 increasing their positions, 335 reducing their positions, and 66 closing their positions.

Holders
881
Holders Change
+21
Holders Change %
+2.44%
% of All Funds
17.4%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
105
Increased
285
Reduced
335
Closed
66
Calls
$138M
Puts
$185M
Net Calls
-$47.2M
Net Calls Change
-$66.6M

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$201M
2
RP
2
RR Partners
New York
$63.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$256M
4
Goldman Sachs
4
Goldman Sachs
New York
$198M
5
Capital World Investors
5
Capital World Investors
California
$2.01B

Top Sellers

1
BlackRock
1
BlackRock
New York
$1.81B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
WG
3
Winton Group
United Kingdom
$10.3M
4
EVM
4
Eaton Vance Management
Massachusetts
$136M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$7.25M
Name Market Value Shares Shares
Change 		Shares
Change %
SFSIG
826
San Francisco Sentry Investment Group
California
$10K 114 – –
GI
827
GS Investments
Minnesota
$9.15K 130 +30 +30%
WLPWM
828
Walled Lake Planning & Wealth Management
Illinois
$9K 108 +108 New
IA
829
IndexIQ Advisors
New York
$9K 110 +110 New
SQA
830
Simon Quick Advisors
New Jersey
$9K 112 +112 New
PB
831
Pinnacle Bancorp
Nebraska
$8K 99 -44 -31%
CI
832
CX Institutional
Indiana
$8K 97 – –
FMP
833
Financial Management Professionals
Texas
$8K 97 – –
NCM
834
New Capital Management
Texas
$8K 84 – –
1IA
835
1834 Investment Advisors
Wisconsin
$8K 100 – –
OAJ
836
Ogorek Anthony Joseph
New York
$7K 90 – –
BL
837
Balentine LLC
Georgia
$7K 78 +10 +15%
IWP
838
IAG Wealth Partners
Wisconsin
$7K 75 +75 New
CFFP
839
Center for Financial Planning
Michigan
$7K 78 +78 New
LWA
840
Lenox Wealth Advisors
New York
$7K 80 +80 New
TPWA
841
TRUE Private Wealth Advisors
Oregon
$7K 87 +87 New
MCM
842
MV Capital Management
Maryland
$6K 72 – –
SIM
843
Sonora Investment Management
Arizona
$6K 76 – –
VRM
844
Vectors Research Management
New York
$6K 74 – –
SWM
845
Sugarloaf Wealth Management
Georgia
$6K 73 +73 New
SAM
846
S.A. Mason
Michigan
$6K 76 +76 New
TIM
847
Tortoise Investment Management
New York
$5K 56 – –
EWA
848
Evolution Wealth Advisors
Florida
$5K 54 +4 +8%
SMFS
849
Squar Milner Financial Services
California
$5K 60 +60 New
HWA
850
Heritage Wealth Advisors
Virginia
$4.41K 52 +52 New
32 33
34
35 36