DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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936 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 310 increasing their positions, 335 reducing their positions, and 90 closing their positions.

Holders
936
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.83%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
310
Reduced
335
Closed
90
Calls
$159M
Puts
$362M
Net Calls
-$202M
Net Calls Change
-$68.7M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$1.09B
2
Morgan Stanley
2
Morgan Stanley
New York
$352M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$163M
4
Ameriprise
4
Ameriprise
Minnesota
$295M
5
Citadel Advisors
5
Citadel Advisors
Florida
$143M

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.47B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$942M
3
State Street
3
State Street
Massachusetts
$1.14B
4
PAM
4
Panagora Asset Management
Massachusetts
$4.1M
5
Truist Financial
5
Truist Financial
North Carolina
$121M
Name Market Value Shares Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
976
Kovitz Investment Group Partners
Illinois
– – -2,434 Closed
KIA
977
KCM Investment Advisors
California
– – -2,423 Closed
B
978
Barings
North Carolina
– – -2,420 Closed
PPWM
979
PFG Private Wealth Management
Florida
– – -2,398 Closed
MOS
980
MGO One Seven
Ohio
– – -2,335 Closed
CPA
981
Capital Planning Advisors
California
– – -2,262 Closed
MCM
982
MAI Capital Management
Ohio
– – -2,252 Closed
PP
983
Patten & Patten
Tennessee
– – -2,191 Closed
LA
984
Legacy Advisors
Pennsylvania
– – -2,155 Closed
GP
985
Girard Partners
Pennsylvania
– – -2,153 Closed
HA
986
HYA Advisors
Missouri
– – -2,107 Closed
EIP
987
Epoch Investment Partners
New York
– – -2,083 Closed
JWCA
988
J.W. Coons Advisors
Ohio
– – -2,071 Closed
CW
989
CreativeOne Wealth
Kansas
– – -2,069 Closed
CBOR
990
Community Bank of Raymore
Missouri
– – -2,060 Closed
EFS
991
Essex Financial Services
Connecticut
– – -2,056 Closed
TSS
992
Two Sigma Securities
New York
– – -2,050 Closed
AIP
993
Almanack Investment Partners
Pennsylvania
– – -2,026 Closed
FWTB
994
First Western Trust Bank
Colorado
– – -2,007 Closed
IWM
995
IHT Wealth Management
Illinois
– – -2,002 Closed
EVM
996
Evelyn V. Moreno
– – -1,991 Closed
BFPW
997
BOK Financial Private Wealth
Colorado
– – -1,979 Closed
CBFP
998
Cedar Brook Financial Partners
Ohio
– – -1,974 Closed
JC
999
JB Capital
Connecticut
– – -1,951 Closed
WIS
1000
Wright Investors Service
Connecticut
– – -1,941 Closed
38 39
40
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