DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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972 hedge funds and large institutions have $21.6B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 329 increasing their positions, 324 reducing their positions, and 64 closing their positions.

Holders
972
Holders Change
+54
Holders Change %
+5.88%
% of All Funds
15.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
135
Increased
329
Reduced
324
Closed
64
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$482M
2
Capital World Investors
2
Capital World Investors
California
$1.85B
3
EC
3
Eminence Capital
New York
$102M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$276M
5
Millennium Management
5
Millennium Management
New York
$218M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$166M
2
Citadel Advisors
2
Citadel Advisors
Florida
$106M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$682M
4
Parnassus Investments
4
Parnassus Investments
California
$0
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$160M
Name Market Value Shares Shares
Change 		Shares
Change %
MPCL
951
My Personal CFO LLC
Washington
$1.96K 20 +20 New
TC
952
Truvestments Capital
Florida
$1.96K 20 +20 New
TFM
953
TFC Financial Management
Massachusetts
$1.77K 18 – –
CFFP
954
Center for Financial Planning
Michigan
$1.76K 18 – –
RFS
955
Retirement Financial Solutions
Tennessee
$1.76K 18 +18 New
WWM
956
Wolff Wiese Magana
California
$1.47K 15 -48 -76%
NC
957
NewSquare Capital
Pennsylvania
$1.37K 14 – –
Kayne Anderson Rudnick Investment Management
958
Kayne Anderson Rudnick Investment Management
California
$1.17K 12 +5 +71%
DWA
959
Delos Wealth Advisors
Texas
$1.08K 11 – –
TFA
960
Transamerica Financial Advisors
Florida
$1K 1 – –
FMTCOCP
961
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K 15 – –
Jones Financial Companies
962
Jones Financial Companies
Missouri
$1K 13 +13 New
MWM
963
MinichMacGregor Wealth Management
New York
$978 10 +10 New
MYAM
964
Meiji Yasuda Asset Management
Japan
$925 9,452 -1,350 -12%
BHWM
965
Beaird Harris Wealth Management
Texas
$783 8 -98 -92%
FA
966
Fiduciary Alliance
South Carolina
$783 8 +8 New
MSCM
967
McElhenny Sheffield Capital Management
Texas
$685 7 +7 New
ECM
968
Everence Capital Management
Indiana
$528 5,400 -4,170 -44%
JWM
969
Janiczek Wealth Management
Colorado
$424 4 – –
ACP
970
Arcus Capital Partners
Georgia
$196 2 +2 New
CAM
971
CenterStar Asset Management
Illinois
– – – –
CTA
972
Colonial Trust Advisors
South Carolina
$98 1 +1 New
CMP
973
Coston McIsaac & Partners
Maine
$9 100 – –
Parnassus Investments
974
Parnassus Investments
California
– – -800,869 Closed
Balyasny Asset Management
975
Balyasny Asset Management
Illinois
– – -593,251 Closed
37 38
39
40 41