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
$408M
2
Capital World Investors
Capital World Investors
California
$3.53B
3
RCM
Rokos Capital Management
United Kingdom
$292M
4
DKCM
Davidson Kempner Capital Management
New York
$185M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$210M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$4.21M
2
Boston Partners
Boston Partners
Massachusetts
$618M
3
BlackRock
BlackRock
New York
$3.51B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ILI
1226
Invesco LLC (Illinois)
Illinois
– -$252K -1,456 Closed
SFWC
1227
Strategic Family Wealth Counselors
New Jersey
– -$249K -1,437 Closed
SIA
1228
Sovereign Investment Advisors
Arizona
– -$249K -1,435 Closed
OM
1229
OV Management
Minnesota
– -$238K -1,373 Closed
MBTD
1230
Mechanics Bank - Trust Department
California
– -$234K -1,350 Closed
SSWM
1231
Smith Salley Wealth Management
North Carolina
– -$220K -1,267 Closed
ISFAN
1232
Investor's Fiduciary Advisor Network
Washington
– -$218K -1,264 Closed
ICP
1233
Impact Capital Partners
Colorado
– -$218K -1,259 Closed
CFGS
1234
Concourse Financial Group Securities
Alabama
– -$247K -1,249 Closed
BWP
1235
Baldwin Wealth Partners
Massachusetts
– -$214K -1,237 Closed
AWM
1236
AE Wealth Management
Kansas
– -$209K -1,206 Closed
CIC
1237
Carnegie Investment Counsel
Ohio
– -$209K -1,205 Closed
AC
1238
ASB Consultores
Florida
– -$208K -1,201 Closed
FMWA
1239
Forvis Mazars Wealth Advisors
Missouri
– -$203K -1,171 Closed
PGWM
1240
Parisi Gray Wealth Management
New Jersey
– -$202K -1,168 Closed
GJWM
1241
Gilliland Jeter Wealth Management
Arkansas
– -$202K -1,164 Closed
CCG
1242
Catalina Capital Group
California
– -$201K -1,161 Closed
TCA
1243
Transcend Capital Advisors
New Jersey
– -$201K -1,160 Closed
ST
1244
Sabal Trust
Florida
– -$200K -1,157 Closed
EPM
1245
Equitec Proprietary Markets
Illinois
– -$173K -1,000 Closed
RS
1246
R Squared
Hong Kong
– -$132K -760 Closed
PCWA
1247
Pacific Capital Wealth Advisors
California
– -$86.6K -500 Closed
JSAM
1248
J. Safra Asset Management
New York
– -$60K -348 Closed
FF
1249
Friedenthal Financial
New Jersey
– -$50.8K -293 Closed
DRP
1250
Decker Retirement Planning
Utah
– -$46.8K -270 Closed
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