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 %
FMP
1101
Financial Management Professionals
Texas
$7.85K -$3.59K -21 -31%
MHR
1102
Matthew Hamilton Rosenberg
$7.51K – – –
BCMLT
1103
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.85K – – –
IWP
1104
IAG Wealth Partners
Wisconsin
$6.83K – – –
FGA
1105
Fortis Group Advisors
New Jersey
$6.49K – – –
NC
1106
North Capital
Utah
$6.49K +$6.49K +38 New
VFM
1107
Vision Financial Markets
Connecticut
$6K +$6K +35 New
MSWM
1108
Mowery & Schoenfeld Wealth Management
Illinois
$5.98K -$1.02K -6 -15%
CFD
1109
Creative Financial Designs
Indiana
$5.98K +$683 +4 +13%
1L
1110
10Elms LLP
Oklahoma
$5.29K – – –
TFM
1111
TFC Financial Management
Massachusetts
$5.14K – – –
BAM
1112
Byrne Asset Management
New Jersey
$5.12K +$341 +2 +7%
GSWM
1113
Golden State Wealth Management
California
$4.95K -$853 -5 -15%
PWMG
1114
Prestige Wealth Management Group
New Jersey
$4.78K – – –
WCM
1115
WealthTrak Capital Management
Virginia
$4.78K +$2.9K +17 +155%
TF
1116
Tompkins Financial
New York
$4.44K +$4.44K +26 New
CTB
1117
Country Trust Bank
Illinois
$4.44K +$4.44K +26 New
RTL
1118
Red Tortoise LLC
Georgia
$4.44K – – –
CA
1119
Crewe Advisors
Utah
$4.27K – – –
HCM
1120
Hollencrest Capital Management
California
$4.27K – – –
FPF
1121
First Pacific Financial
Washington
$4.27K +$4.27K +25 New
CA
1122
Continuum Advisory
Idaho
$4.1K -$3.07K -18 -43%
PWA
1123
Provenance Wealth Advisors
Florida
$4.1K – – –
DF
1124
Dunhill Financial
United Kingdom
$3.93K -$2.4K -14 -38%
GP
1125
Greenline Partners
New York
$3.59K +$3.59K +21 New
43 44
45
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