DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

Back to rankings

891 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 314 increasing their positions, 299 reducing their positions, and 73 closing their positions.

Holders
891
Holders Change
+38
Holders Change %
+4.45%
% of All Funds
15.69%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
314
Reduced
299
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$1.6B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.38B
3
BlackRock
3
BlackRock
New York
$1.93B
4
State Street
4
State Street
Massachusetts
$1.28B
5
CBT
5
Capital Bank & Trust
California
$62M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.6B
2
DZ Bank
2
DZ Bank
Germany
$7.49M
3
Charles Schwab
3
Charles Schwab
California
$156M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$167M
5
Primecap Management
5
Primecap Management
California
$422M
Name Market Value Shares Shares
Change 		Shares
Change %
BF
926
BOK Financial
Oklahoma
– – -3,825 Closed
OQS
927
Occudo Quantitative Strategies
Florida
– – -3,273 Closed
GSEP
928
Golden State Equity Partners
California
– – -2,630 Closed
IWP
929
Icon Wealth Partners
Texas
– – -2,527 Closed
VWA
930
V Wealth Advisors
Kansas
– – -2,519 Closed
ICP
931
Interchange Capital Partners
Pennsylvania
– – -2,328 Closed
NAS
932
Nicolet Advisory Services
Wisconsin
– – -2,255 Closed
BWA
933
Burt Wealth Advisors
Maryland
– – -1,442 Closed
PWPS
934
Pinnacle Wealth Planning Services
Ohio
– – -1,429 Closed
BAM
935
Belpointe Asset Management
Nevada
– – -1,134 Closed
AWG
936
Altus Wealth Group
Colorado
– – -997 Closed
PHK
937
Point72 Hong Kong
Hong Kong
– – -947 Closed
FCH
938
Freestone Capital Holdings
Washington
– – -906 Closed
RWG
939
Regal Wealth Group
California
– – -784 Closed
VC
940
Vestor Capital
Illinois
– – -716 Closed
PWM
941
Perigon Wealth Management
California
– – -650 Closed
FPCG
942
Fort Pitt Capital Group
Pennsylvania
– – -600 Closed
FTDI
943
First Trust Direct Indexing
Massachusetts
– – -573 Closed
CDIA
944
Capital Directions Investment Advisors
Georgia
– – -540 Closed
CWA
945
Core Wealth Advisors
Florida
– – -475 Closed
AL
946
AJO LP
Pennsylvania
– – -456 Closed
ADL
947
Asset Dedication LLC
California
– – -438 Closed
FWM
948
FSA Wealth Management
Massachusetts
– – -376 Closed
LGA
949
Lebenthal Global Advisors
New York
– – -338 Closed
AWM
950
Avior Wealth Management
Nebraska
$0 2 -330 -99%
35 36 37
38
39