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 %
AP
826
Americana Partners
Texas
$278K – – –
FFA
827
First Foundation Advisors
California
$276K +$276K +1,619 New
OFS
828
OneAscent Financial Services
Alabama
$276K -$2.55K -15 -0.9%
CSIC
829
Clifford Swan Investment Counsel
California
$276K – – –
IWM
830
IHT Wealth Management
Illinois
$274K -$61.1K -358 -18%
NI
831
NDVR Inc
Massachusetts
$274K -$6.49K -38 -2%
MAM
832
McLean Asset Management
Virginia
$273K +$1.48K +10 +0.5%
VCM
833
Versant Capital Management
Arizona
$273K +$52.4K +307 +24%
LCWP
834
Legacy Capital Wealth Partners
Arkansas
$272K -$174K -1,021 -39%
GS
835
GWN Securities
Florida
$271K +$271K +1,398 New
TTWM
836
TCV Trust & Wealth Management
Virginia
$267K – – –
CFB
837
Cullen/Frost Bankers
Texas
$267K -$116K -680 -30%
BCM
838
Brookstone Capital Management
Illinois
$265K -$12K -70 -4%
CFG
839
CMC Financial Group
Georgia
$265K +$42K +246 +19%
WA
840
Waverly Advisors
Alabama
$264K +$264K +1,549 New
PC
841
Permanens Capital
New York
$264K +$264K +1,546 New
SBFM
842
S-Bank Fund Management
Finland
$263K +$263K +1,541 New
CI
843
Conning Inc
Connecticut
$263K +$40.1K +235 +18%
PFS
844
Prospera Financial Services
Texas
$262K +$29.9K +175 +13%
BAM
845
Belpointe Asset Management
Nevada
$262K -$18.4K -108 -7%
AG
846
Ascent Group
Virginia
$262K +$262K +1,533 New
MFA
847
Mayflower Financial Advisors
Massachusetts
$259K +$11.3K +66 +5%
CM
848
Capula Management
Cayman Islands
$258K +$258K +1,513 New
JAG
849
Journey Advisory Group
Kentucky
$258K +$258K +1,511 New
MSAM
850
Moloney Securities Asset Management
Missouri
$257K +$1.37K +8 +0.5%
32 33
34
35 36