DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-14
Holders Change %
-1.65%
% of All Funds
18.68%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
99
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.02B
2
Barclays
Barclays
United Kingdom
$102M
3
Principal Financial Group
Principal Financial Group
Iowa
$222M
4
JIM
Jupiter Investment Management
United Kingdom
$28.2M
5
BA
Bridgewater Associates
Connecticut
$25.5M

Top Sellers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.3M
2
O
OppenheimerFunds
New York
$1.67M
3
Morgan Stanley
Morgan Stanley
New York
$156M
4
EIP
Epoch Investment Partners
New York
$25.3M
5
TD Asset Management
TD Asset Management
Ontario, Canada
$18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GD
901
Grandfield & Dodd
New York
– -$200K -2,622 Closed
SWM
902
Segment Wealth Management
Texas
– -$200K -2,618 Closed
LA
903
Legacy Advisors
Pennsylvania
– -$180K -2,357 Closed
EWM
904
Edge Wealth Management
New York
– -$168K -2,204 Closed
APP
905
Avantax Planning Partners
Iowa
– -$155K -2,027 Closed
WSTAM
906
Wilbanks Smith & Thomas Asset Management
Virginia
– -$135K -1,768 Closed
CLOS
907
Compagnie Lombard Odier SCmA
Switzerland
– -$88K -1,156 Closed
MWPCG
908
Measured Wealth Private Client Group
New Hampshire
– -$77K -1,000 Closed
AIM
909
Arcadia Investment Management
Michigan
– -$75K -987 Closed
OWA
910
One Wealth Advisors
California
– -$60K -788 Closed
PVH
911
Psagot Value Holdings
Israel
– -$58K -760 Closed
PSC
912
Prentiss Smith & Co
Vermont
– -$52K -684 Closed
AIL
913
AGF Investments LLC
Ontario, Canada
– -$26K -340 Closed
RA
914
Rational Advisors
New York
– -$25K -326 Closed
TG
915
TLP Group
Illinois
– -$22K -284 Closed
RMAM
916
Raab & Moskowitz Asset Management
New Jersey
– -$18K -244 Closed
ACS
917
Archford Capital Strategies
Illinois
– -$18K -234 Closed
CAG
918
Csenge Advisory Group
Florida
– -$14K -216 Closed
TFS
919
TrustCore Financial Services
Tennessee
– -$16K -208 Closed
TPWA
920
TRUE Private Wealth Advisors
Oregon
– -$12.8K -167 Closed
PG
921
Patten Group
Tennessee
– -$11K -150 Closed
DWA
922
Divergent Wealth Advisors
Utah
– -$10K -126 Closed
BA
923
Ballew Advisors
Mississippi
– -$7K -101 Closed
MA
924
MCF Advisors
Kentucky
– -$8K -100 Closed
WWM
925
Willingdon Wealth Management
North Carolina
– -$7K -93 Closed
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