DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,021 hedge funds and large institutions have $27.8B invested in Discover Financial Services in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 337 increasing their positions, 371 reducing their positions, and 81 closing their positions.

Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
14.85%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
90
Increased
337
Reduced
371
Closed
81
Calls
$134M
Puts
$168M
Net Calls
-$33.3M
Net Calls Change
-$45.4M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.65B
2
VOYA Investment Management
2
VOYA Investment Management
Georgia
$222M
3
LCM
3
Laurion Capital Management
New York
$132M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$238M
5
BlackRock
5
BlackRock
New York
$2.53B

Top Sellers

1
Boston Partners
1
Boston Partners
Massachusetts
$222M
2
PCM
2
Pentwater Capital Management
Florida
$0
3
Barclays
3
Barclays
United Kingdom
$108M
4
PCM
4
Palestra Capital Management
New York
$0
5
EC
5
Eminence Capital
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
UWS
1001
Unique Wealth Strategies
Illinois
$2.62K 20 +20 New
Kayne Anderson Rudnick Investment Management
1002
Kayne Anderson Rudnick Investment Management
California
$2.62K 20 +3 +18%
CFFP
1003
Center for Financial Planning
Michigan
$2.36K 18 – –
FMTCOCP
1004
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2K 15 – –
RWM
1005
Ruedi Wealth Management
Illinois
$1.7K 13 +13 New
NL
1006
NVWM LLC
Pennsylvania
$1.57K 12 +2 +20%
CAS
1007
Coppell Advisory Solutions
Texas
$1.57K 12 +12 New
WIA
1008
Wetzel Investment Advisors
Indiana
$1.31K 10 -55 -85%
CWM
1009
Cranbrook Wealth Management
Michigan
$1.18K 9 – –
CAL
1010
Capital Analysts LLC
Pennsylvania
$1K 7 – –
TFA
1011
Transamerica Financial Advisors
Florida
$1K 1 – –
SFCL
1012
Strengthening Families & Communities LLC
Massachusetts
$1K 6 +6 New
EA
1013
Evolution Advisers
Virginia
$1K 10 +10 New
BHWM
1014
Beaird Harris Wealth Management
Texas
$916 7 – –
JWM
1015
Janiczek Wealth Management
Colorado
$785 6 – –
ECM
1016
Everence Capital Management
Indiana
$731 5,770 – –
WWM
1017
Wolff Wiese Magana
California
$655 5 – –
RWMG
1018
Redwood Wealth Management Group
New Jersey
$654 5 +5 New
GWSA
1019
Global Wealth Strategies & Associates
Colorado
$262 2 – –
WA
1020
WestEnd Advisors
North Carolina
$131 1 – –
DWM
1021
Dogwood Wealth Management
Kansas
– – – –
PCM
1022
Pentwater Capital Management
Florida
– – -1,550,000 Closed
PCM
1023
Palestra Capital Management
New York
– – -921,858 Closed
EC
1024
Eminence Capital
New York
– – -917,048 Closed
UOC
1025
UBS O'Connor
Illinois
– – -343,669 Closed
39 40
41
42 43