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 %
LD
901
Lipe & Dalton
New York
$222K – – –
RCA
902
Resonant Capital Advisors
Wisconsin
$222K +$222K +1,299 New
SFA
903
Souders Financial Advisors
Ohio
$222K +$222K +1,298 New
YIA
904
YHB Investment Advisors
Connecticut
$221K – – –
GIA
905
GHP Investment Advisors
Colorado
$219K +$854 +5 +0.4%
TNBTD
906
Trustmark National Bank Trust Department
Mississippi
$218K +$218K +1,278 New
PCP
907
Proficio Capital Partners
Massachusetts
$218K +$12.1K +71 +6%
FB
908
First Bancorp
Maine
$218K -$13.1K -77 -6%
NB
909
Northwest Bancshares
Pennsylvania
$216K – – –
QFA
910
Quantum Financial Advisors
California
$215K +$171 +1 +0.1%
PWP
911
Perfromance Wealth Partners
Illinois
$215K +$341 +2 +0.2%
CPW
912
Cove Private Wealth
New York
$213K – – –
NAMP
913
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$213K – – –
OWA
914
One Wealth Advisors
California
$212K -$105K -613 -33%
PWPS
915
Pinnacle Wealth Planning Services
Ohio
$211K – – –
BIG
916
Brookwood Investment Group
Arizona
$211K +$211K +1,237 New
SWM
917
Silverlake Wealth Management
Vermont
$211K – – –
First Manhattan
918
First Manhattan
New York
$210K +$210K +1,233 New
PCM
919
Penserra Capital Management
California
$209K -$14.1M -82,913 -99%
KIA
920
KCM Investment Advisors
California
$209K – – –
SAG
921
SageView Advisory Group
California
$208K -$51.7K -303 -20%
CCFM
922
Clear Creek Financial Management
Washington
$208K +$1.37K +8 +0.7%
DWP
923
Daymark Wealth Partners
Ohio
$208K +$8.02K +47 +4%
JG
924
Jain Global
New York
$205K +$205K +1,200 New
GVAG
925
Great Valley Advisor Group
Delaware
$203K -$7.87K -46 -4%
35 36
37
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