DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
Truist Financial
2
Truist Financial
North Carolina
$228M
3
MA
3
Marshfield Associates
District of Columbia
$278M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$121M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$749M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.31M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$43.5M
3
Capital World Investors
3
Capital World Investors
California
$2.32B
4
Goldman Sachs
4
Goldman Sachs
New York
$192M
5
1SP
5
140 Summer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
VNA
851
Valley National Advisers
Pennsylvania
$31K 277 +77 +39%
HCM
852
Highlander Capital Management
New Jersey
$30.9K 275 – –
MIA
853
MeadowBrook Investment Advisors
Michigan
$30.6K 272 +272 New
EWM
854
Evermay Wealth Management
Virginia
$30.5K 271 -522 -66%
SS
855
Sunbelt Securities
Texas
$28.7K 255 +2 +0.8%
BGAI
856
Bruce G. Allen Investments
Colorado
$28.1K 250 +250 New
KFI
857
Key Financial Inc
Pennsylvania
$26.3K 234 – –
SWA
858
SOA Wealth Advisors
New York
$26.2K 233 +1 +0.4%
DWS
859
Dynamic Wealth Strategies
California
$24.8K 221 +221 New
DI
860
DAGCO Inc
Ohio
$24.8K 221 +221 New
PWM
861
Partnership Wealth Management
Maryland
$24.7K 234 +234 New
BWM
862
Baystate Wealth Management
Massachusetts
$23.9K 212 +9 +4%
TFIPS
863
Towarzystwo Funduszy Inwestycyjnych PZU SA
$23.6K 210 +210 New
TLA
864
Tanglewood Legacy Advisors
Texas
$22.5K 200 – –
CHC
865
City Holding Co
West Virginia
$22.5K 200 – –
CSWM
866
Cassady Schiller Wealth Management
Ohio
$22.5K 200 – –
PA
867
PSI Advisors
Florida
$22.5K 200 – –
GBT
868
Grove Bank & Trust
Florida
$22.4K 199 – –
TFGT
869
TS Financial Group (TSFG)
Illinois
$22K 199 – –
SIS
870
Sound Income Strategies
Florida
$21.8K 194 – –
GWS
871
Glassman Wealth Services
Virginia
$21.7K 193 +22 +13%
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$21.2K 189 -5 -3%
OLVIG
873
Oliver Lagore Vanvalin Investment Group
Michigan
$21.1K 188 – –
RCM
874
Raleigh Capital Management
North Carolina
$20.9K 185 +3 +2%
PO
875
Private Ocean
California
$20.2K 180 – –
33 34
35
36 37