DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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891 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 314 increasing their positions, 299 reducing their positions, and 73 closing their positions.

Holders
891
Holders Change
+38
Holders Change %
+4.45%
% of All Funds
15.69%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
314
Reduced
299
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.38B
3
BlackRock
3
BlackRock
New York
$1.93B
4
State Street
4
State Street
Massachusetts
$1.28B
5
CBT
5
Capital Bank & Trust
California
$62M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.6B
2
DZ Bank
2
DZ Bank
Germany
$7.49M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$167M
5
Primecap Management
5
Primecap Management
California
$422M
Name Market Value Shares Shares
Change 		Shares
Change %
OAJ
851
Ogorek Anthony Joseph
New York
$8K 90 – –
CFN
852
Cordasco Financial Network
Florida
$8K 88 – –
GWS
853
Glassman Wealth Services
Virginia
$8K 88 +11 +14%
RWB
854
RMR Wealth Builders
New Jersey
$8K 89 +89 New
FWM
855
Focused Wealth Management
New York
$7K 71 – –
CFFP
856
Center for Financial Planning
Michigan
$7K 78 – –
BWM
857
Baystate Wealth Management
Massachusetts
$7K 75 +1 +1%
WWM
858
Wolff Wiese Magana
California
$6K 65 -1,609 -96%
WCM
859
Wealthcare Capital Management
Virginia
$6K 62 +62 New
NCM
860
New Capital Management
Texas
$5K 54 – –
HCM
861
Highlander Capital Management
New Jersey
$5K 50 – –
SCA
862
Stonebridge Capital Advisors
Minnesota
$5K 50 +50 New
MWM
863
Mascoma Wealth Management
New Hampshire
$5K 54 +54 New
JWM
864
Janiczek Wealth Management
Colorado
$5K 54 +54 New
AIM
865
Anchor Investment Management
South Carolina
$4.75K 50 – –
ECM
866
Estabrook Capital Management
New York
$4.75K 50 – –
HS
867
Horan Securities
United States
$4K 42 – –
TF
868
TimeScale Financial
Massachusetts
$4K 39 – –
KFS
869
Kelly Financial Services
Massachusetts
$3.61K 38 – –
BAM
870
Barrett Asset Management
New York
$3K 30 – –
EW
871
Evoke Wealth
California
$3K 34 – –
Jones Financial Companies
872
Jones Financial Companies
Missouri
$3K 29 +29 New
APWM
873
Atlas Private Wealth Management
New York
$3K 34 +34 New
HF
874
Halpern Financial
Virginia
$2.85K 30 +30 New
FMP
875
Financial Management Professionals
Texas
$2K 25 -97 -80%
33 34
35
36 37