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 %
GC
1126
Garde Capital
Washington
$3.41K +$3.41K +20 New
HFS
1127
Hughes Financial Services
Virginia
$3.24K +$3.24K +19 New
AWM
1128
Abound Wealth Management
Tennessee
$3.08K -$2.05K -12 -40%
CFFP
1129
Center for Financial Planning
Michigan
$3.07K – – –
FMTCOCP
1130
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
CWC
1131
Carolinas Wealth Consulting
North Carolina
$2.9K -$54.8K -321 -95%
Kayne Anderson Rudnick Investment Management
1132
Kayne Anderson Rudnick Investment Management
California
$2.9K -$1.88K -11 -39%
NRG
1133
Nemes Rush Group
Michigan
$2.73K – – –
NL
1134
NVWM LLC
Pennsylvania
$2.73K +$341 +2 +14%
PWAM
1135
Private Wealth Asset Management
Iowa
$2.73K +$2.73K +16 New
DI
1136
DAGCO Inc
Ohio
$2.05K +$2.05K +12 New
PWA
1137
Principia Wealth Advisory
Texas
$1.88K +$854 +5 +83%
RWM
1138
Rialto Wealth Management
New York
$1.88K +$1.88K +11 New
CWM
1139
Cranbrook Wealth Management
Michigan
$1.54K – – –
TWD
1140
True Wealth Design
Ohio
$1.54K +$1.54K +9 New
TCM
1141
TD Capital Management
Tennessee
$1.38K – – –
BHWM
1142
Bay Harbor Wealth Management
Maryland
$1.37K +$1.37K +8 New
WW
1143
Winnow Wealth
Texas
$1.27K +$474 +3 +60%
RWM
1144
Ruedi Wealth Management
Illinois
$1.2K – – –
TC
1145
Trust Company
Kansas
$1.2K – – –
BHWM
1146
Beaird Harris Wealth Management
Texas
$1.2K – – –
WA
1147
WestEnd Advisors
North Carolina
$1.2K +$683 +4 +133%
AAG
1148
Accordant Advisory Group
Maryland
$1.2K +$1.2K +7 New
FNWA
1149
Financial Network Wealth Advisors
Utah
$1.2K +$1.2K +7 New
HWP
1150
Highline Wealth Partners
California
$1.2K +$1.2K +7 New
44 45
46
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