DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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898 hedge funds and large institutions have $18.2B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 313 increasing their positions, 343 reducing their positions, and 142 closing their positions.

Holders
898
Holders Change
-68
Holders Change %
-7.04%
% of All Funds
14.32%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
87
Increased
313
Reduced
343
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$744M
2
BWA
2
Brave Warrior Advisors
New York
$206M
3
Hotchkis & Wiley Capital Management
3
Hotchkis & Wiley Capital Management
California
$110M
4
Citadel Advisors
4
Citadel Advisors
Florida
$97.2M
5
PCM
5
Palestra Capital Management
New York
$81.9M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$0
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$249K
4
Ameriprise
4
Ameriprise
Minnesota
$85.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.8B
Name Market Value Shares Shares
Change 		Shares
Change %
CPA
1001
Court Place Advisors
Maryland
– – -1,869 Closed
OIA
1002
OneDigital Investment Advisors
Kansas
– – -1,867 Closed
PWMG
1003
Provence Wealth Management Group
California
– – -1,855 Closed
KA
1004
Kovack Advisors
Florida
– – -1,822 Closed
MAM
1005
McLean Asset Management
Virginia
– – -1,799 Closed
AIP
1006
Almanack Investment Partners
Pennsylvania
– – -1,790 Closed
MGIA
1007
Moneta Group Investment Advisors
Missouri
– – -1,787 Closed
AAM
1008
Advisors Asset Management
Colorado
– – -1,783 Closed
SCM
1009
Shelton Capital Management
Colorado
– – -1,773 Closed
DWP
1010
Daymark Wealth Partners
Ohio
– – -1,756 Closed
KFGK
1011
Keystone Financial Group (Kentucky)
Kentucky
– – -1,748 Closed
TW
1012
TrinityPoint Wealth
Connecticut
– – -1,742 Closed
GL
1013
Graypoint LLC
New York
– – -1,740 Closed
TTWM
1014
TCV Trust & Wealth Management
Virginia
– – -1,738 Closed
WJWM
1015
Williams Jones Wealth Management
New York
– – -1,738 Closed
FIA
1016
Foundations Investment Advisors
Arizona
– – -1,730 Closed
PAI
1017
Pittenger & Anderson Inc
Nebraska
– – -1,500 Closed
TAIM
1018
TD Ameritrade Investment Management
Nebraska
– – -1,003 Closed
Jones Financial Companies
1019
Jones Financial Companies
Missouri
– – -564 Closed
SSG
1020
Summit Securities Group
New York
– – -331 Closed
CFO
1021
CVA Family Office
Colorado
– – -296 Closed
TFP
1022
Tilia Fiduciary Partners
North Carolina
– – -235 Closed
RFA
1023
Resurgent Financial Advisors
Georgia
– – -226 Closed
BWS
1024
Buck Wealth Strategies
Colorado
– – -221 Closed
Fuller & Thaler Asset Management
1025
Fuller & Thaler Asset Management
California
– – -185 Closed
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