DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

919 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 292 increasing their positions, 326 reducing their positions, and 82 closing their positions.

Holders
919
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
16.04%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
292
Reduced
326
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
BCV
401
Banque Cantonale Vaudoise
Switzerland
$1.41M +$733K +6,200 +109%
B
402
Bailard
California
$1.39M
Mercer Global Advisors
403
Mercer Global Advisors
Colorado
$1.34M +$284K +2,399 +27%
CP
404
Covenant Partners
Tennessee
$1.34M
RJT
405
Raymond James Trust
Florida
$1.32M -$13.5K -114 -1%
SMC
406
Smith, Moore & Co
Missouri
$1.3M -$54.9K -464 -4%
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$1.29M +10,426 New
MPPLM
408
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.29M +$1.29M +10,859 New
BFG
409
Beacon Financial Group
Texas
$1.28M +$48.4K +399 +4%
AIM
410
Achmea Investment Management
Netherlands
$1.28M
EC
411
Estate Counselors
Wisconsin
$1.28M +$1.28M +10,785 New
CFB
412
Cullen/Frost Bankers
Texas
$1.27M -$100K -846 -7%
WJWM
413
Williams Jones Wealth Management
New York
$1.27M +$81.9K +692 +7%
AAM
414
Advisors Asset Management
Colorado
$1.24M +$32.8K +277 +3%
PFO
415
Pathstone Family Office
New Jersey
$1.22M +$55.2K +467 +5%
LNC
416
Lincoln National Corp
Pennsylvania
$1.22M +$140K +1,186 +13%
UIA
417
UBP Investment Advisors
Switzerland
$1.21M +$1.21M +10,240 New
RIA
418
Regal Investment Advisors
Michigan
$1.2M +$1.2M +10,172 New
SP
419
Symmetry Partners
Connecticut
$1.2M +$242K +2,043 +25%
VPIM
420
Vanguard Personalized Indexing Management
California
$1.19M -$566K -4,786 -32%
OPW
421
Oxler Private Wealth
New York
$1.18M
AFA
422
Abacus FCF Advisors
Florida
$1.17M +$624K +5,056 +114%
Impax Asset Management Group
423
Impax Asset Management Group
United Kingdom
$1.16M -$710 -6 -0.1%
KPWS
424
Kestra Private Wealth Services
Texas
$1.15M -$380K -3,213 -25%
AF
425
Advisornet Financial
Minnesota
$1.14M -$15.3K -129 -1%