DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
876
Arlington Partners
Alabama
$13K 117 -30 -20%
AA
877
Addison Advisors
Vermont
$13K 122 – –
RAM
878
Riggs Asset Management
Pennsylvania
$12K 111 -100 -47%
PFSC
879
Peoples Financial Services Corp
Pennsylvania
$12K 109 – –
BHWM
880
Beaird Harris Wealth Management
Texas
$12K 106 – –
DWMG
881
DB Wealth Management Group
California
$12K 110 +1 +0.9%
IWP
882
IAG Wealth Partners
Wisconsin
$12K 106 +31 +41%
GI
883
GS Investments
Minnesota
$11K 100 – –
1IA
884
1834 Investment Advisors
Wisconsin
$11K 100 – –
PB
885
Pinnacle Bancorp
Nebraska
$11K 100 – –
CA
886
Centerpoint Advisors
Massachusetts
$11K 104 – –
AWM
887
Accel Wealth Management
Iowa
$10K 91 – –
CFN
888
Cordasco Financial Network
Florida
$10K 88 – –
CAL
889
Capital Analysts LLC
Pennsylvania
$10K 89 +1 +1%
MCM
890
MV Capital Management
Maryland
$10K 95 +8 +9%
IA
891
IndexIQ Advisors
New York
$10K 91 +91 New
AW
892
Alaethes Wealth
Nevada
$9K 80 – –
OAJ
893
Ogorek Anthony Joseph
New York
$9K 90 – –
SWM
894
Sugarloaf Wealth Management
Georgia
$8K 73 – –
SCA
895
Stonebridge Capital Advisors
Minnesota
$8K 70 – –
SC
896
Sierra Capital
Florida
$8K 70 – –
FWM
897
Focused Wealth Management
New York
$8K 72 – –
BWM
898
Baystate Wealth Management
Massachusetts
$8K 76 – –
ST
899
Sageworth Trust
Pennsylvania
$7K 63 -387 -86%
MHR
900
Matthew Hamilton Rosenberg
$7K 61 – –
34 35
36
37 38