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 %
BWM
876
BKM Wealth Management
Wisconsin
$20.2K 180 +180 New
CAM
877
Creekmur Asset Management
Illinois
$20.1K 179 +179 New
JSAM
878
J. Safra Asset Management
New York
$19.8K 176 – –
BWAM
879
Boyd Watterson Asset Management
Ohio
$19.4K 173 – –
TCG
880
Transcendent Capital Group
Oklahoma
$19.3K 172 +172 New
HC
881
Hoese & Co
Minnesota
$18.7K 201 – –
AA
882
Addison Advisors
Vermont
$18.7K 166 +50 +43%
HCP
883
Hexagon Capital Partners
Arkansas
$17.5K 156 -3 -2%
CIA
884
Cape Investment Advisory
Georgia
$17.1K 152 – –
WIA
885
Wetzel Investment Advisors
Indiana
$17K 147 +147 New
WPA
886
West Paces Advisors
Georgia
$16.9K 150 -32 -18%
LB
887
Legacy Bridge
Iowa
$16.9K 150 – –
FUBT
888
First United Bank & Trust
Maryland
$16.9K 150 +150 New
SWC
889
Spectrum Wealth Counsel
Indiana
$16.9K 150 +150 New
FCAS
890
First Command Advisory Services
Texas
$16.3K 145 -300 -67%
S
891
Sachetta
Massachusetts
$15.8K 141 +141 New
TC
892
Torno Capital
Massachusetts
$15.8K 141 +141 New
WTC
893
WhitTier Trust Company
Nevada
$14.7K 131 – –
SC
894
Solstein Capital
California
$14.4K 128 – –
CWM
895
Compass Wealth Management
Connecticut
$14.1K 125 – –
RBC
896
Roble Belko & Company
Pennsylvania
$14K 129 – –
PBK
897
Peoples Bank (Kansas)
Kansas
$13.8K 123 – –
AGWCA
898
Annis Gardner Whiting Capital Advisors
Florida
$13.6K 121 – –
BWL
899
Bogart Wealth LLC
Virginia
$13K 116 – –
CMP
900
Coston McIsaac & Partners
Maine
$13K 116 +16 +16%
34 35
36
37 38