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 %
RGC
851
Roberts, Glore & Co
Illinois
$256K -$5.12K -30 -2%
CFP
852
Catalyst Financial Partners
Massachusetts
$251K -$1.71K -10 -0.7%
GS
853
GTS Securities
New York
$251K -$11.9K -70 -5%
AWM
854
Avior Wealth Management
Nebraska
$251K -$512 -3 -0.2%
MWM
855
Meridian Wealth Management
Kentucky
$250K -$9.73K -57 -4%
PPC
856
Park Place Capital
Alabama
$250K -$27.7K -162 -10%
C
857
Certuity
Florida
$249K +$1.71K +10 +0.7%
Pzena Investment Management
858
Pzena Investment Management
New York
$249K +$249K +1,459 New
ATPW
859
Ashton Thomas Private Wealth
Arizona
$249K +$22.2K +130 +10%
AIA
860
AssuredPartners Investment Advisors
Florida
$249K +$36.9K +216 +17%
WJWM
861
Williams Jones Wealth Management
New York
$249K – – –
SWM
862
Seed Wealth Management
Illinois
$248K – – –
ECM
863
Evergreen Capital Management
Washington
$248K +$248K +1,452 New
LIM
864
Leavell Investment Management
Alabama
$248K – – –
AA
865
Alta Advisers
United Kingdom
$248K +$248K +1,450 New
TWM
866
Tanager Wealth Management
United Kingdom
$246K +$2.73K +16 +1%
ATC
867
Argent Trust Co
Tennessee
$246K +$246K +1,440 New
BBHC
868
Brown Brothers Harriman & Co
New York
$243K +$1.88K +11 +0.8%
LI
869
LRI Investments
Florida
$241K – – –
BB
870
Bell Bank
North Dakota
$240K – – –
HWA
871
HHM Wealth Advisors
Tennessee
$240K – – –
AA
872
AF Advisors
California
$240K – – –
RGF
873
Retirement Guys Formula
Ohio
$239K +$1.02K +6 +0.4%
BA
874
Bridgewater Advisors
New York
$237K +$237K +1,280 New
GFP
875
Gryphon Financial Partners
Ohio
$237K +$237K +1,388 New
33 34
35
36 37