DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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898 hedge funds and large institutions have $18.2B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 343 reducing their positions, and 142 closing their positions.

Holders
898
Holders Change
-68
Holders Change %
-7.04%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
87
Increased
313
Reduced
343
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$744M
2
BWA
2
Brave Warrior Advisors
New York
$206M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Citadel Advisors
4
Citadel Advisors
Florida
$97.2M
5
PCM
5
Palestra Capital Management
New York
$81.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$249K
4
Ameriprise
4
Ameriprise
Minnesota
$85.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.8B
Name Market Value Shares Shares
Change 		Shares
Change %
TWP
876
TFO Wealth Partners
Ohio
$3.62K 31 – –
CPG
877
Cornerstone Planning Group
New Jersey
$3.29K 38 +19 +100%
FGA
878
Fortis Group Advisors
New Jersey
$3.29K 38 +38 New
CA
879
Centerpoint Advisors
Massachusetts
$3K 32 – –
TSWM
880
Tyler-Stone Wealth Management
Ohio
$3K 30 – –
BIA
881
Bell Investment Advisors
California
$2.69K 31 +4 +15%
AWM
882
Abound Wealth Management
Tennessee
$2.34K 27 – –
Kayne Anderson Rudnick Investment Management
883
Kayne Anderson Rudnick Investment Management
California
$2.08K 24 -5 -17%
PWA
884
Provenance Wealth Advisors
Florida
$2.08K 24 +24 New
EBA
885
Eagle Bay Advisors
New York
$1.82K 21 – –
LFA
886
LGT Financial Advisors
Texas
$1.65K 19 +19 New
TFM
887
TFC Financial Management
Massachusetts
$1.57K 18 -6 -25%
CFFP
888
Center for Financial Planning
Michigan
$1.56K 18 – –
HWA
889
HHM Wealth Advisors
Tennessee
$1.13K 13 -69 -84%
JWM
890
Janiczek Wealth Management
Colorado
$1.04K 12 +5 +71%
CG
891
Cutler Group
California
$1K 21 -1,679 -99%
HFM
892
Harvest Fund Management
China
$1K 8 – –
FMTCOCP
893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K 15 – –
TFA
894
Transamerica Financial Advisors
Florida
$1K 1 – –
DWA
895
Delos Wealth Advisors
Texas
$991 11 – –
ECM
896
Everence Capital Management
Indiana
$500 5,770 +5,770 New
RFA
897
Register Financial Advisors
Georgia
$349 4 +4 New
GA
898
GoalVest Advisory
New York
$347 4 +4 New
CTA
899
Colonial Trust Advisors
South Carolina
$173 2 +1 +100%
Capital Research Global Investors
900
Capital Research Global Investors
California
– – -4,244,530 Closed
34 35
36
37 38