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 %
PBK
1076
Peoples Bank (Kansas)
Kansas
$15.4K -$5.12K -30 -25%
WA
1077
Whipplewood Advisors
Colorado
$15.4K +$2.2K +15 +17%
HNW
1078
High Note Wealth
Minnesota
$15K – – –
FFO
1079
Fortitude Family Office
Arizona
$14.9K – – –
CG
1080
Curat Global
New Hampshire
$14.5K +$14.5K +85 New
ACA
1081
American Capital Advisory
Idaho
$14.2K +$1.37K +8 +11%
GXJ
1082
Global X Japan
Japan
$14.2K -$2.22K -13 -14%
AFG
1083
Albion Financial Group
Utah
$14K – – –
SO
1084
Sierra Ocean
California
$13K +$2.22K +13 +21%
SIC
1085
SJS Investment Consulting
Ohio
$13K +$683 +4 +6%
CWP
1086
Concord Wealth Partners
Virginia
$13K – – –
JFG
1087
JDM Financial Group
Texas
$12.8K – – –
BIA
1088
Bell Investment Advisors
California
$11.3K -$854 -5 -7%
MFT
1089
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
CPG
1090
Cornerstone Planning Group
New Jersey
$9.83K +$5K +28 +104%
MWM
1091
Mascoma Wealth Management
New Hampshire
$9.22K – – –
AWM
1092
Activest Wealth Management
Florida
$9.22K +$8.88K +52 +2,600%
MSWA
1093
Marshall & Sterling Wealth Advisors
New York
$9.22K +$9.22K +54 New
LWANC
1094
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.05K -$10.1K -59 -53%
AEPWM
1095
Atlantic Edge Private Wealth Management
Florida
$8.54K – – –
ECM
1096
Estabrook Capital Management
New York
$8.54K – – –
PMFA
1097
Plante Moran Financial Advisors
Michigan
$8.54K +$8.54K +50 New
BI
1098
Binnacle Investments
Iowa
$8.54K +$8.54K +50 New
GCM
1099
Gladstone Capital Management
United Kingdom
$8.36K – – –
SFG
1100
Stonebridge Financial Group
Pennsylvania
$8.36K – – –
42 43
44
45 46