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 $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 349 increasing their positions, 412 reducing their positions, and 69 closing their positions.

Holders
1,160
Holders Change
+112
Holders Change %
+10.69%
% of All Funds
15.45%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
349
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M

Top Buyers

1
FCM
1
Farallon Capital Management
California
$738M
2
UBS Group
2
UBS Group
Switzerland
$368M
3
UOC
3
UBS O'Connor
Illinois
$202M
4
BlackRock
4
BlackRock
New York
$3.77B
5
TCA
5
Taconic Capital Advisors
New York
$204M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.38B
2
SCA
2
Southpoint Capital Advisors
New York
$0
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$1.22M
4
BWA
4
Brave Warrior Advisors
New York
$437M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$91M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPI
901
Trust Point Inc
Wisconsin
$220K +$220K +1,269 New
NB
902
Northwest Bancshares
Pennsylvania
$220K +$220K +1,268 New
SSWM
903
Smith Salley Wealth Management
North Carolina
$220K +$220K +1,267 New
AWE
904
Avidian Wealth Enterprises
Texas
$219K +$219K +1,264 New
QFA
905
Quantum Financial Advisors
California
$218K +$218K +1,261 New
ICP
906
Impact Capital Partners
Colorado
$218K +$218K +1,259 New
ISFAN
907
Investor's Fiduciary Advisor Network
Washington
$218K +$218K +1,264 New
PWP
908
Perfromance Wealth Partners
Illinois
$218K +$218K +1,256 New
CPW
909
Cove Private Wealth
New York
$217K +$217K +1,250 New
NAMP
910
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$217K +$217K +1,250 New
AIA
911
AssuredPartners Investment Advisors
Florida
$215K +$215K +1,241 New
PWPS
912
Pinnacle Wealth Planning Services
Ohio
$215K -$46.1K -266 -18%
BWP
913
Baldwin Wealth Partners
Massachusetts
$214K -$329K -1,901 -61%
SWM
914
Silverlake Wealth Management
Vermont
$214K +$214K +1,236 New
GVAG
915
Great Valley Advisor Group
Delaware
$213K +$213K +1,232 New
KIA
916
KCM Investment Advisors
California
$212K +$212K +1,223 New
CCFM
917
Clear Creek Financial Management
Washington
$210K +$210K +1,210 New
PCP
918
Proficio Capital Partners
Massachusetts
$209K +$209K +1,207 New
AWM
919
AE Wealth Management
Kansas
$209K +$209K +1,206 New
CIC
920
Carnegie Investment Counsel
Ohio
$209K +$209K +1,205 New
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$208K +$208K +1,203 New
AC
922
ASB Consultores
Florida
$208K +$208K +1,201 New
FMWA
923
Forvis Mazars Wealth Advisors
Missouri
$203K +$203K +1,171 New
DWP
924
Daymark Wealth Partners
Ohio
$203K +$203K +1,170 New
PGWM
925
Parisi Gray Wealth Management
New Jersey
$202K +$202K +1,168 New
35 36
37
38 39