DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$225M
2
Ameriprise
2
Ameriprise
Minnesota
$260M
3
Invesco
3
Invesco
Georgia
$243M
4
Boston Partners
4
Boston Partners
Massachusetts
$502M
5
BlackRock
5
BlackRock
New York
$2.38B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.47B
2
Wells Fargo
2
Wells Fargo
California
$78.5M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$67M
5
Capital International Investors
5
Capital International Investors
California
$2.31B
Name Market Value Shares Shares
Change 		Shares
Change %
DAS
1026
Dynamic Advisor Solutions
Arizona
– – -1,857 Closed
DS
1027
DRW Securities
Illinois
– – -1,844 Closed
SFS
1028
Strategic Financial Services
New York
– – -1,799 Closed
CAG
1029
Csenge Advisory Group
Florida
– – -1,774 Closed
IWA
1030
IBEX Wealth Advisors
New Jersey
– – -1,752 Closed
LPT
1031
Legacy Private Trust
Wisconsin
– – -1,700 Closed
BFPW
1032
BOK Financial Private Wealth
Colorado
– – -1,698 Closed
WP
1033
WMS Partners
Maryland
– – -1,690 Closed
SFA
1034
Souders Financial Advisors
Ohio
– – -1,661 Closed
CIC
1035
Carnegie Investment Counsel
Ohio
– – -1,654 Closed
WFI
1036
West Family Investments
California
– – -1,654 Closed
CG
1037
Caprock Group
Idaho
– – -1,649 Closed
MC
1038
Maverick Capital
Texas
– – -1,061 Closed
CFA
1039
Cahill Financial Advisors
Minnesota
– – -942 Closed
CI
1040
CX Institutional
Indiana
– – -694 Closed
AL
1041
ADE LLC
Maryland
– – -653 Closed
LWM
1042
Liberty Wealth Management
California
– – -649 Closed
CDIA
1043
Capital Directions Investment Advisors
Georgia
– – -540 Closed
CPC
1044
Consolidated Planning Corp
Georgia
– – -426 Closed
AS
1045
Altshuler Shaham
Israel
– – -369 Closed
GPA
1046
Guidance Point Advisors
Massachusetts
– – -344 Closed
CA
1047
Clearstead Advisors
Ohio
– – -288 Closed
KIG
1048
Kowal Investment Group
Wisconsin
– – -272 Closed
IF
1049
Ironwood Financial
Arizona
– – -247 Closed
NICM
1050
Neo Ivy Capital Management
New York
– – -238 Closed
40 41
42
43 44