DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.96%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$220M
2
Wells Fargo
2
Wells Fargo
California
$117M
3
PWAG
3
Polaris Wealth Advisory Group
California
$39.5M
4
BlackRock
4
BlackRock
New York
$2.31B
5
N
5
Natixis
France
$33.6M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$231M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.28B
3
Ensign Peak Advisors
3
Ensign Peak Advisors
Utah
$136M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$290M
5
Barrow, Hanley, Mewhinney & Strauss
5
Barrow, Hanley, Mewhinney & Strauss
Texas
$4.98M
Name Market Value Shares Shares
Change 		Shares
Change %
CGFA
976
Colton Groome Financial Advisors
North Carolina
– – -4,004 Closed
SC
977
Scotia Capital
Ontario, Canada
– – -3,955 Closed
WIC
978
Woodmont Investment Counsel
Tennessee
– – -3,871 Closed
SC
979
Slow Capital
California
– – -3,818 Closed
SWM
980
Silverlake Wealth Management
Vermont
– – -3,816 Closed
HWIS
981
Hancock Whitney Investment Services
Louisiana
– – -3,676 Closed
YIA
982
YHB Investment Advisors
Connecticut
– – -3,500 Closed
MPM
983
MBB Public Markets
Illinois
– – -2,844 Closed
VF
984
Virtu Financial
New York
– – -2,612 Closed
YIH
985
Y-Intercept (HK)
Hong Kong
– – -2,402 Closed
RBFC
986
Roman Butler Fullerton & Co
Missouri
– – -2,344 Closed
CC
987
Courier Capital
New York
– – -2,302 Closed
GAM
988
Gotham Asset Management
New York
– – -2,290 Closed
GVAG
989
Great Valley Advisor Group
Delaware
– – -2,256 Closed
ASC
990
Atalanta Sosnoff Capital
New York
– – -2,251 Closed
EAM
991
Empirical Asset Management
Massachusetts
– – -2,078 Closed
SC
992
Sonen Capital
California
– – -2,072 Closed
EN1L
993
Engine No 1 LLC
California
– – -2,006 Closed
ACM
994
Antonetti Capital Management
Florida
– – -2,000 Closed
AO
995
Advisor OS
Illinois
– – -1,981 Closed
APP
996
Avantax Planning Partners
Iowa
– – -1,981 Closed
FIBT
997
First International Bank & Trust
North Dakota
– – -1,966 Closed
4WM
998
44 Wealth Management
Oregon
– – -1,940 Closed
JIR
999
James Investment Research
Ohio
– – -1,936 Closed
SW
1000
SteelPeak Wealth
California
– – -1,849 Closed
38 39
40
41 42