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 %
WIC
826
Woodmont Investment Counsel
Tennessee
$287K +$287K +1,654 New
4WM
827
44 Wealth Management
Oregon
$285K -$19.1K -110 -6%
SWP
828
Sagespring Wealth Partners
Tennessee
$284K +$284K +1,642 New
NI
829
NDVR Inc
Massachusetts
$284K +$5.54K +32 +2%
CA
830
Clearstead Advisors
Ohio
$284K +$218K +1,261 +334%
OFS
831
OneAscent Financial Services
Alabama
$283K +$283K +1,636 New
AP
832
Americana Partners
Texas
$282K -$52K -300 -16%
BCM
833
Brookstone Capital Management
Illinois
$282K +$282K +1,625 New
PPC
834
Park Place Capital
Alabama
$281K +$13K +75 +5%
GI
835
GAMCO Investors
Connecticut
$281K +$281K +1,625 New
SFC
836
Strategic Financial Concepts
Texas
$281K +$281K +1,621 New
CSIC
837
Clifford Swan Investment Counsel
California
$280K – – –
JWCA
838
J.W. Coons Advisors
Ohio
$277K – – –
A
839
AlphaQuest
New York
$271K -$905K -5,225 -77%
TTWM
840
TCV Trust & Wealth Management
Virginia
$271K -$22.7K -131 -8%
VT
841
Vise Technologies
New York
$271K -$117K -676 -30%
GS
842
GTS Securities
New York
$267K -$4.12M -23,761 -94%
WWS
843
Wellington Wealth Strategies
Indiana
$266K +$266K +1,397 New
RGC
844
Roberts, Glore & Co
Illinois
$265K -$182K -1,050 -41%
HCM
845
Howard Capital Management
Georgia
$265K +$12.5K +72 +5%
SAG
846
SageView Advisory Group
California
$264K +$7.8K +45 +3%
MWM
847
Meridian Wealth Management
Kentucky
$264K +$264K +1,523 New
MSAM
848
Moloney Securities Asset Management
Missouri
$259K -$18.5K -107 -7%
CCAL
849
City Center Advisors LLC
Michigan
$258K +$258K +1,491 New
RDIA
850
RE Dickinson Investment Advisors
Iowa
$257K +$1.73K +1 +0.7%
32 33
34
35 36