DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

Back to rankings

1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M

Top Buyers

1
SC
1
Sessa Capital
New York
$335M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$356M
3
Millennium Management
3
Millennium Management
New York
$279M
4
PCM
4
Pentwater Capital Management
Florida
$203M
5
Norges Bank
5
Norges Bank
Norway
$560M

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$531M
2
Morgan Stanley
2
Morgan Stanley
New York
$602M
3
Capital World Investors
3
Capital World Investors
California
$2.19B
4
MA
4
Marshfield Associates
District of Columbia
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$3.99B
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
926
Creekmur Asset Management
Illinois
$19.7K 150 -29 -16%
FUBT
927
First United Bank & Trust
Maryland
$19.7K 150 – –
SWC
928
Spectrum Wealth Counsel
Indiana
$19.7K 150 – –
LB
929
Legacy Bridge
Iowa
$19.7K 150 – –
FCAS
930
First Command Advisory Services
Texas
$19K 145 – –
CA
931
CoreCap Advisors
Michigan
$18.9K 144 +144 New
WTC
932
WhitTier Trust Company
Nevada
$17.2K 131 – –
RBC
933
Roble Belko & Company
Pennsylvania
$17K 129 – –
SC
934
Solstein Capital
California
$16.8K 128 – –
CWM
935
Compass Wealth Management
Connecticut
$16.4K 125 – –
AGWCA
936
Annis Gardner Whiting Capital Advisors
Florida
$16.4K 125 +4 +3%
PBK
937
Peoples Bank (Kansas)
Kansas
$16.1K 123 – –
VWM
938
Venturi Wealth Management
Texas
$16K 122 +28 +30%
FFC
939
First Financial Corp
Indiana
$16K 122 +122 New
S
940
Sachetta
Massachusetts
$15.8K 141 – –
VWA
941
Valued Wealth Advisors
Utah
$15.5K 118 +60 +103%
BWL
942
Bogart Wealth LLC
Virginia
$15.2K 116 – –
CMP
943
Coston McIsaac & Partners
Maine
$15K 116 – –
CIAS
944
CBIZ Investment Advisory Services
Ohio
$14.9K 114 +114 New
RAM
945
Riggs Asset Management
Pennsylvania
$14.6K 111 – –
PFSC
946
Peoples Financial Services Corp
Pennsylvania
$14.3K 109 – –
GI
947
Gradient Investments
Minnesota
$14.2K 108 -830 -88%
OPTFSNA
948
Old Point Trust & Financial Services N A
Virginia
$14K 107 +107 New
AAP
949
Arax Advisory Partners
Colorado
$13.5K 103 – –
GI
950
GS Investments
Minnesota
$13.1K 100 – –
36 37
38
39 40