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 %
ONST
1026
Old North State Trust
North Carolina
– – -238 Closed
CSWM
1027
Cassady Schiller Wealth Management
Ohio
– – -208 Closed
EPM
1028
Equitec Proprietary Markets
Illinois
– – -195 Closed
EBA
1029
Eagle Bay Advisors
New York
– – -169 Closed
FAM
1030
Fred Alger Management
New York
– – -168 Closed
BAM
1031
Barrett Asset Management
New York
– – -166 Closed
BAM
1032
Baldrige Asset Management
Pennsylvania
– – -147 Closed
DWA
1033
Delos Wealth Advisors
Texas
– – -118 Closed
AIM
1034
AHL Investment Management
Florida
– – -104 Closed
CWS
1035
Confluence Wealth Services
Pennsylvania
– – -103 Closed
AWA
1036
Amplius Wealth Advisors
Pennsylvania
– – -102 Closed
RI
1037
Rinkey Investments
California
– – -83 Closed
TC
1038
TAP Consulting
Missouri
– – -67 Closed
JWM
1039
Janiczek Wealth Management
Colorado
$0 4 -54 -93%
DFCM
1040
Dark Forest Capital Management
Puerto Rico
– – -48 Closed
EWM
1041
Edge Wealth Management
New York
– – -32 Closed
HF
1042
Halpern Financial
Virginia
– – -30 Closed
Jones Financial Companies
1043
Jones Financial Companies
Missouri
– – -29 Closed
JFA
1044
JNBA Financial Advisors
Minnesota
– – -26 Closed
HNWA
1045
Henrickson Nauta Wealth Advisors
Michigan
– – -15 Closed
CCM
1046
Chilton Capital Management
Texas
– – -13 Closed
CAC
1047
Core Alternative Capital
Georgia
– – -12 Closed
FCAS
1048
First Command Advisory Services
Texas
– – -9 Closed
CTB
1049
Country Trust Bank
Illinois
– – -7 Closed
RPCONE
1050
Retirement Planning Company of New England
Rhode Island
– – -7 Closed
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