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 %
SSB
876
Sandy Spring Bank
Maryland
$236K – – –
MHC
877
Meyer Handelman Company
New York
$236K – – –
AIP
878
Almanack Investment Partners
Pennsylvania
$233K -$88.1K -516 -27%
IC
879
Iconiq Capital
California
$232K +$232K +1,360 New
EIC
880
Equity Investment Corp
Georgia
$231K – – –
TPI
881
Trust Point Inc
Wisconsin
$231K +$14K +82 +6%
TPWA
882
Twin Peaks Wealth Advisors
California
$229K -$160 -1 -0.1%
PTC
883
Private Trust Company
Ohio
$229K +$8.88K +52 +4%
KCM
884
Kathmere Capital Management
Pennsylvania
$229K – – –
COCM
885
Charter Oak Capital Management
New Hampshire
$228K +$228K +1,334 New
AWE
886
Avidian Wealth Enterprises
Texas
$228K +$11.9K +70 +6%
Lazard Asset Management
887
Lazard Asset Management
New York
$227K +$61.3K +360 +37%
SW
888
SkyOak Wealth
Michigan
$227K +$227K +1,329 New
OPPS
889
Obsidian Personal Planning Solutions
Maryland
$227K – – –
DAM
890
Doheny Asset Management
California
$226K -$8.53K -50 -4%
HCM
891
Howard Capital Management
Georgia
$226K -$35.3K -207 -14%
FMLI
892
Fukoku Mutual Life Insurance
Japan
$225K -$119K -695 -34%
SFC
893
Strategic Financial Concepts
Texas
$225K -$51.2K -300 -19%
OAM
894
Ostrum Asset Management
France
$225K -$5.98K -35 -3%
LC
895
Lindbrook Capital
California
$225K +$63.2K +370 +39%
SC
896
Scotia Capital
Ontario, Canada
$225K -$27K -158 -11%
CNB
897
Camden National Bank
Maine
$224K -$105K -615 -32%
AA
898
Armis Advisers
Georgia
$223K +$3.24K +19 +1%
PCA
899
Pallas Capital Advisors
Massachusetts
$223K +$223K +1,306 New
AWM
900
Aprio Wealth Management
Georgia
$222K +$171 +1 +0.1%
34 35
36
37 38