DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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970 hedge funds and large institutions have $24.9B invested in Discover Financial Services in 2023 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 304 increasing their positions, 337 reducing their positions, and 81 closing their positions.

Holders
970
Holders Change
+72
Holders Change %
+8.02%
% of All Funds
14.22%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.19%
New
168
Increased
304
Reduced
337
Closed
81
Calls
$335M
Puts
$334M
Net Calls
+$1.4M
Net Calls Change
-$799K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$998M
2
Truist Financial
2
Truist Financial
North Carolina
$228M
3
MA
3
Marshfield Associates
District of Columbia
$278M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$121M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$749M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.31M
2
Nordea Investment Management
2
Nordea Investment Management
Sweden
$43.5M
3
Capital World Investors
3
Capital World Investors
California
$2.32B
4
Goldman Sachs
4
Goldman Sachs
New York
$192M
5
1SP
5
140 Summer Partners
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFD
951
Creative Financial Designs
Indiana
$2.81K 25 -131 -84%
MSG
952
Main Street Group
Virginia
$2.81K 25 +25 New
PWA
953
Provenance Wealth Advisors
Florida
$2.7K 24 – –
EBA
954
Eagle Bay Advisors
New York
$2.36K 21 – –
DF
955
Dunhill Financial
United Kingdom
$2.1K 19 +19 New
TFM
956
TFC Financial Management
Massachusetts
$2.04K 18 – –
CFFP
957
Center for Financial Planning
Michigan
$2.02K 18 – –
FMTCOCP
958
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 15 – –
Kayne Anderson Rudnick Investment Management
959
Kayne Anderson Rudnick Investment Management
California
$1.91K 17 -7 -29%
FFA
960
Frazier Financial Advisors
Ohio
$1.69K 15 +15 New
DWA
961
Delos Wealth Advisors
Texas
$1.24K 11 – –
AW
962
Avion Wealth
Texas
$1K 6 -94 -94%
HFM
963
Harvest Fund Management
China
$1K 8 – –
TFA
964
Transamerica Financial Advisors
Florida
$1K 1 – –
CAL
965
Capital Analysts LLC
Pennsylvania
$1K 7 +7 New
BHWM
966
Beaird Harris Wealth Management
Texas
$787 7 +7 New
JWM
967
Janiczek Wealth Management
Colorado
$562 5 -7 -58%
AIMA
968
Ables Iannone Moore & Associates
Georgia
$562 5 +5 New
WWM
969
Wolff Wiese Magana
California
$562 5 +5 New
DWM
970
Dogwood Wealth Management
Kansas
– – – –
1SP
971
140 Summer Partners
New York
– – -475,670 Closed
JAM
972
Jupiter Asset Management
United Kingdom
– – -348,232 Closed
TC
973
TwinBeech Capital
New York
– – -200,117 Closed
ACL
974
Azora Capital LP
Florida
– – -168,715 Closed
ACM
975
Aquatic Capital Management
Illinois
– – -113,100 Closed
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