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 %
MMA
1001
Miracle Mile Advisors
California
– – -1,795 Closed
FCBT
1002
First Citizens Bank & Trust
North Carolina
– – -1,791 Closed
DADC
1003
D.A. Davidson & Co
Montana
– – -1,783 Closed
RP
1004
Riverwater Partners
Wisconsin
– – -1,780 Closed
TNB
1005
Thomasville National Bank
Georgia
– – -1,746 Closed
AWM
1006
Axxcess Wealth Management
California
– – -1,737 Closed
DBT
1007
Dubuque Bank & Trust
Iowa
– – -1,732 Closed
QCM
1008
Quantinno Capital Management
New York
– – -1,731 Closed
WPC
1009
Wedmont Private Capital
Pennsylvania
– – -1,576 Closed
KCM
1010
KRS Capital Management
Michigan
– – -1,366 Closed
NIM
1011
NuWave Investment Management
New Jersey
– – -1,084 Closed
HFS
1012
Horizon Financial Services
North Carolina
– – -990 Closed
JC
1013
JBF Capital
Colorado
– – -800 Closed
CAM
1014
Costello Asset Management
Pennsylvania
– – -700 Closed
BHWM
1015
Bay Harbor Wealth Management
Maryland
– – -659 Closed
CA
1016
Cornerstone Advisory
Maryland
– – -600 Closed
RIA
1017
Richwood Investment Advisors
Ohio
– – -348 Closed
BA
1018
Bellwether Advisors
Nebraska
– – -325 Closed
LAS
1019
Lloyd Advisory Services
Georgia
– – -322 Closed
WFS
1020
Widmann Financial Services
Maryland
– – -311 Closed
AWM
1021
AllSquare Wealth Management
New York
– – -301 Closed
HFS
1022
Hantz Financial Services
Michigan
– – -284 Closed
GM
1023
GeoWealth Management
Illinois
– – -262 Closed
SFM
1024
Signet Financial Management
New Jersey
– – -261 Closed
CQS
1025
Credential Qtrade Securities
– – -250 Closed
39 40
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