DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.61B
2
Citadel Advisors
2
Citadel Advisors
Florida
$256M
3
Millennium Management
3
Millennium Management
New York
$152M
4
Holocene Advisors
4
Holocene Advisors
New York
$90.5M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$217M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$577M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$729M
3
CGPCS
3
Capital Group Private Client Services
California
$226K
4
Geode Capital Management
4
Geode Capital Management
Massachusetts
$510M
5
Ameriprise
5
Ameriprise
Minnesota
$225M
Name Market Value Shares Shares
Change 		Shares
Change %
SSB
851
Sandy Spring Bank
Maryland
$10K 117 – –
PFSC
852
Peoples Financial Services Corp
Pennsylvania
$10K 109 – –
DWMG
853
DB Wealth Management Group
California
$10K 111 +1 +0.9%
AWM
854
Abound Wealth Management
Tennessee
$9.55K 105 +105 New
AWM
855
Accel Wealth Management
Iowa
$9K 91 – –
CMP
856
Coston McIsaac & Partners
Maine
$9K 100 – –
GI
857
GS Investments
Minnesota
$9K 100 – –
PB
858
Pinnacle Bancorp
Nebraska
$9K 100 – –
BSB
859
Bangor Savings Bank
Maine
$9K 98 – –
CA
860
Centerpoint Advisors
Massachusetts
$9K 104 – –
OAJ
861
Ogorek Anthony Joseph
New York
$8K 90 – –
CAL
862
Capital Analysts LLC
Pennsylvania
$8K 90 +1 +1%
CB
863
Community Bank
New York
$8K 92 +92 New
BA
864
Bellwether Advisors
Nebraska
$8K 97 +97 New
FWM
865
Focused Wealth Management
New York
$7K 73 -730 -91%
HR
866
Howe & Rusling
New York
$7K 77 -57 -43%
IWP
867
IAG Wealth Partners
Wisconsin
$7K 75 – –
SWM
868
Sugarloaf Wealth Management
Georgia
$7K 73 – –
BWM
869
Baystate Wealth Management
Massachusetts
$7K 77 +1 +1%
BLC
870
Brown, Lisle/Cummings
Rhode Island
$6.82K 75 +75 New
EI
871
Ellevest Inc
New York
$6K 69 -1,464 -95%
AWM
872
Atticus Wealth Management
Florida
$6K 66 – –
ST
873
Sageworth Trust
Pennsylvania
$6K 63 – –
GA
874
GoalVest Advisory
New York
$6K 62 – –
SIC
875
SJS Investment Consulting
Ohio
$6K 65 +65 New
33 34
35
36 37