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 %
RBC
1051
Roble Belko & Company
Pennsylvania
$22K – – –
SC
1052
Solstein Capital
California
$21.9K – – –
BBPWM
1053
Blue Bell Private Wealth Management
Pennsylvania
$21.9K – – –
OP
1054
ORG Partners
Indiana
$21.7K -$3.92K -23 -15%
CWM
1055
Compass Wealth Management
Connecticut
$21.3K – – –
CIAS
1056
CBIZ Investment Advisory Services
Ohio
$20.5K -$1.54K -9 -7%
PWA
1057
Physician Wealth Advisors
Utah
$20.5K – – –
AW
1058
Avion Wealth
Texas
$19K – – –
PFSC
1059
Peoples Financial Services Corp
Pennsylvania
$18.6K – – –
RAM
1060
Riggs Asset Management
Pennsylvania
$18.4K – – –
OPTFSNA
1061
Old Point Trust & Financial Services N A
Virginia
$18.3K – – –
CWM
1062
CarsonAllaria Wealth Management
Illinois
$17.1K +$17.1K +100 New
CHC
1063
City Holding Co
West Virginia
$17.1K -$17.1K -100 -50%
GI
1064
GS Investments
Minnesota
$17.1K – – –
WTA
1065
Washington Trust Advisors
Massachusetts
$17.1K – – –
OW
1066
Olistico Wealth
Oklahoma
$17.1K – – –
CMP
1067
Coston McIsaac & Partners
Maine
$17K -$2.72K -16 -14%
CAM
1068
Close Asset Management
United Kingdom
$17K – – –
PWMG
1069
Private Wealth Management Group
New Jersey
$16.9K – – –
SCB
1070
Saudi Central Bank
Saudi Arabia
$16.9K +$16.9K +99 New
CT
1071
Colonial Trust
South Carolina
$16.3K -$170 -1 -1%
GWP
1072
Gen-Wealth Partners
Michigan
$16.2K – – –
VNA
1073
Valley National Advisers
Pennsylvania
$16K +$337 +2 +2%
MCM
1074
Manchester Capital Management
Vermont
$15.7K +$1.88K +11 +14%
NC
1075
NewSquare Capital
Pennsylvania
$15.5K +$11.9K +70 +333%
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