DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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972 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 64 closing their positions.

Holders
972
Holders Change
+54
Holders Change %
+5.88%
% of All Funds
15.68%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
135
Increased
329
Reduced
324
Closed
64
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
Capital World Investors
2
Capital World Investors
California
$1.85B
3
EC
3
Eminence Capital
New York
$102M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$276M
5
Millennium Management
5
Millennium Management
New York
$218M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$166M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$682M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
CB
826
CNB Bank
Pennsylvania
$39.1K 400 – –
BWA
827
BDO Wealth Advisors
Florida
$38.6K 395 – –
AAG
828
Armstrong Advisory Group
Massachusetts
$38.2K 390 +390 New
WTC
829
WhitTier Trust Company
Nevada
$35.8K 366 -2,966 -89%
APC
830
Aspire Private Capital
North Carolina
$34.2K 350 +225 +180%
SC
831
Stephens Consulting
Michigan
$34.2K 350 – –
CWM
832
Compass Wealth Management
Connecticut
$34.2K 350 +350 New
PCTC
833
Perkins Coie Trust Company
Washington
$33.1K 338 -67 -17%
JFGIW
834
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.8K 335 – –
RFA
835
Resurgent Financial Advisors
Georgia
$31.4K 321 +321 New
HIA
836
Harbor Investment Advisory
Maryland
$30.7K 314 – –
TSW
837
Thompson Siegel & Walmsley
Virginia
$30K 306 – –
TFGT
838
TS Financial Group (TSFG)
Illinois
$30K 309 +186 +151%
EDRH
839
Edmond de Rothschild Holding
Switzerland
$29.4K 301 +301 New
CA
840
Clearstead Advisors
Ohio
$28.1K 287 +244 +567%
SSB
841
Sandy Spring Bank
Maryland
$26.7K 273 +156 +133%
FFA
842
Farther Finance Advisors
California
$24.7K 252 +252 New
AWM
843
Accurate Wealth Management
Florida
$23.8K 225 +225 New
MLM
844
Mount Lucas Management
Pennsylvania
$23.3K 238 -28,495 -99%
TFP
845
Tilia Fiduciary Partners
North Carolina
$23K 235 – –
GWS
846
Glassman Wealth Services
Virginia
$22.6K 231 +12 +5%
BAAM
847
Baker Avenue Asset Management
California
$22.5K 230 +230 New
SOW
848
State of Wyoming
Wyoming
$22.4K 229 -938 -80%
SWA
849
SOA Wealth Advisors
New York
$22.4K 229 -2 -0.9%
LFG
850
Larson Financial Group
Missouri
$22.1K 226 -66 -23%
32 33
34
35 36