DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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715 hedge funds and large institutions have $9.21B invested in Discover Financial Services in 2020 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 237 increasing their positions, 307 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
715
Holders Change
-166
Holders Change %
-18.84%
% of All Funds
15.79%
Holding in Top 10
4
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-63.64%
% of All Funds
0.09%
New
73
Increased
237
Reduced
307
Closed
228
Calls
$98.4M
Puts
$90.6M
Net Calls
+$7.74M
Net Calls Change
+$55M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$593M
2
Citadel Advisors
2
Citadel Advisors
Florida
$105M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$90.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$255M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$184M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$614M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$7.85M
3
Boston Partners
3
Boston Partners
Massachusetts
$156M
4
Bessemer Group
4
Bessemer Group
New Jersey
$416K
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
901
Eudaimonia Partners
Tennessee
– -$56K -660 Closed
EWM
902
EPG Wealth Management
Georgia
– -$55K -643 Closed
THWM
903
Taylor Hoffman Wealth Management
Virginia
– -$43K -510 Closed
TA
904
TFG Advisers
Michigan
– -$40K -472 Closed
RA
905
Rational Advisors
New York
– -$39K -455 Closed
PCIA
906
Prime Capital Investment Advisors
Kansas
– -$37K -436 Closed
IWA
907
Intercontinental Wealth Advisors
Texas
– -$32K -415 Closed
LWM
908
Lenox Wealth Management
Ohio
– -$32K -379 Closed
PMFA
909
Plante Moran Financial Advisors
Michigan
– -$29K -346 Closed
VEA
910
Virtus ETF Advisers
New York
– -$29K -344 Closed
HWM
911
Howard Wealth Management
Connecticut
– -$26K -309 Closed
RMAM
912
Raab & Moskowitz Asset Management
New Jersey
– -$20K -244 Closed
KWM
913
Keebeck Wealth Management
Illinois
– -$18K -222 Closed
RIA
914
Realta Investment Advisors
Delaware
– -$17K -189 Closed
ONST
915
Old North State Trust
North Carolina
– -$16K -188 Closed
PGAM
916
Princeton Global Asset Management
New Jersey
– -$15 -181 Closed
SIC
917
Samalin Investment Counsel
New York
– -$11K -130 Closed
SQA
918
Simon Quick Advisors
New Jersey
– -$9K -112 Closed
TPWA
919
TRUE Private Wealth Advisors
Oregon
– -$7K -87 Closed
LWA
920
Lenox Wealth Advisors
New York
– -$7K -80 Closed
SAM
921
S.A. Mason
Michigan
– -$6K -76 Closed
MCM
922
MV Capital Management
Maryland
– -$6K -72 Closed
SMFS
923
Squar Milner Financial Services
California
– -$5K -60 Closed
TIM
924
Tortoise Investment Management
New York
– -$5K -56 Closed
EWA
925
Evolution Wealth Advisors
Florida
– -$5K -54 Closed
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