DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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948 hedge funds and large institutions have $21.2B invested in Discover Financial Services in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 300 increasing their positions, 387 reducing their positions, and 82 closing their positions.

Holders
948
Holders Change
-24
Holders Change %
-2.47%
% of All Funds
15.18%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.14%
New
75
Increased
300
Reduced
387
Closed
82
Calls
$280M
Puts
$265M
Net Calls
+$15.1M
Net Calls Change
+$123M

Top Buyers

1
SCA
1
Southpoint Capital Advisors
New York
$247M
2
Capital World Investors
2
Capital World Investors
California
$2.1B
3
Boston Partners
3
Boston Partners
Massachusetts
$551M
4
Citadel Advisors
4
Citadel Advisors
Florida
$229M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$106M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$48.4M
2
Millennium Management
2
Millennium Management
New York
$66M
3
BlackRock
3
BlackRock
New York
$1.87B
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$568M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.44B
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
901
Accel Wealth Management
Iowa
$8.99K 91 – –
GFWA
902
Grey Fox Wealth Advisors
Delaware
$8.8K 89 – –
OAJ
903
Ogorek Anthony Joseph
New York
$8K 90 – –
BWM
904
Baystate Wealth Management
Massachusetts
$7.72K 78 +1 +1%
IWP
905
IAG Wealth Partners
Wisconsin
$7.41K 75 – –
FWM
906
Focused Wealth Management
New York
$7.31K 74 – –
RI
907
Ridgewood Investments
New Jersey
$7.13K 72 +72 New
JFG
908
JDM Financial Group
Texas
$7.02K 71 – –
FRA
909
Front Row Advisors
California
$7K 66 +66 New
ST
910
Sageworth Trust
Pennsylvania
$6.23K 63 -13 -17%
VWM
911
Venturi Wealth Management
Texas
$5.93K 60 +60 New
BSB
912
Bangor Savings Bank
Maine
$5.63K 57 -41 -42%
MWM
913
Mascoma Wealth Management
New Hampshire
$5.59K 54 – –
MFT
914
Moisand Fitzgerald Tamayo
Florida
$5.54K 56 – –
Commonwealth Equity Services
915
Commonwealth Equity Services
Massachusetts
$5.47K 55,347 -4,158 -7%
HCM
916
Highlander Capital Management
New Jersey
$5K 50 – –
SCA
917
Stonebridge Capital Advisors
Minnesota
$4.94K 50 – –
RTL
918
Red Tortoise LLC
Georgia
$4.94K 50 – –
ECM
919
Estabrook Capital Management
New York
$4.94K 50 – –
MCM
920
Manchester Capital Management
Vermont
$4.65K 47 – –
DI
921
Disciplined Investments
Oklahoma
$4.45K 45 +7 +18%
SIS
922
Sound Income Strategies
Florida
$4.29K 43 -9 -17%
HS
923
Horan Securities
United States
$4.15K 42 – –
BCMLT
924
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.86K 39 – –
TF
925
TimeScale Financial
Massachusetts
$3.86K 39 – –
35 36
37
38 39