DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M

Top Buyers

1
UOC
UBS O'Connor
Illinois
+$209M
2
Capital World Investors
Capital World Investors
California
+$202M
3
RCM
Rokos Capital Management
United Kingdom
+$197M
4
DKCM
Davidson Kempner Capital Management
New York
+$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$167M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$259M
2
Boston Partners
Boston Partners
Massachusetts
-$203M
3
BlackRock
BlackRock
New York
-$201M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$191M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
1026
Sound Income Strategies
Florida
$33.2K +$3.76K +22 +13%
MFS
1027
Mattson Financial Services
Michigan
$33.1K – – –
AA
1028
Addison Advisors
Vermont
$32.8K +$4.44K +26 +16%
DPW
1029
DiNuzzo Private Wealth
Pennsylvania
$32.4K +$341 +2 +1%
FMII
1030
Farmers & Merchants Investments Inc
Nebraska
$32.3K – – –
ETS
1031
ESL Trust Services
New York
$30.7K – – –
BWAM
1032
Boyd Watterson Asset Management
Ohio
$29.5K – – –
MAM
1033
Meeder Asset Management
Ohio
$28.7K +$14.9K +87 +107%
TSMHT
1034
Thurston Springer Miller Herd & Titak
Indiana
$28.7K +$3.07K +18 +12%
WA
1035
WPG Advisers
Maryland
$28K +$12.6K +74 +82%
S
1036
Sachetta
Massachusetts
$26.3K -$1.2K -7 -4%
MCM
1037
MV Capital Management
Maryland
$26.3K +$854 +5 +3%
CIA
1038
Cape Investment Advisory
Georgia
$26.1K -$512 -3 -2%
OWP
1039
ORG Wealth Partners
Texas
$25.7K +$25.7K +150 New
CAM
1040
Creekmur Asset Management
Illinois
$25.6K -$854 -5 -3%
SWC
1041
Spectrum Wealth Counsel
Indiana
$25.6K – – –
LB
1042
Legacy Bridge
Iowa
$25.6K – – –
FUBT
1043
First United Bank & Trust
Maryland
$25.6K – – –
OWA
1044
Opal Wealth Advisors
New York
$24.9K +$24.9K +146 New
FCAS
1045
First Command Advisory Services
Texas
$24.8K – – –
VWA
1046
Valued Wealth Advisors
Utah
$24.7K +$1.53K +9 +7%
AGWCA
1047
Annis Gardner Whiting Capital Advisors
Florida
$24.1K -$1.02K -6 -4%
GKIM
1048
GW&K Investment Management
Massachusetts
$23K +$3.92K +23 +21%
BWL
1049
Bogart Wealth LLC
Virginia
$22.4K +$1.2K +7 +6%
BL
1050
BFSG LLC
California
$22.2K -$11.9K -70 -35%
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