DFS

Discover Financial Services

Delisted

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

936 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 310 increasing their positions, 335 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.83%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
310
Reduced
335
Closed
90
Calls
$159M
Puts
$362M
Net Calls
-$202M
Net Calls Change
-$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
IIA
526
Integral Investment Advisors
California
$456K -$7K -74 -2%
EWA
527
EP Wealth Advisors
California
$455K +$46.1K +487 +11%
FIM
528
Fruth Investment Management
Texas
$453K
HIM
529
Hillsdale Investment Management
Ontario, Canada
$453K +$453K +4,800 New
AAS
530
Avantax Advisory Services
Texas
$443K +$64K +677 +17%
FF
531
FourThought Financial
Florida
$440K -$9.18K -97 -2%
DF
532
Donoghue Forlines
Massachusetts
$437K -$976K -10,311 -69%
JIC
533
Johnson Investment Counsel
Ohio
$437K +$13.6K +144 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
534
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$436K -$10.3M -108,689 -96%
CAAS
535
Capital Asset Advisory Services
Michigan
$436K -$14.5K -153 -3%
MGP
536
Metis Global Partners
California
$436K -$2.17K -23 -0.5%
DWA
537
Douglass Winthrop Advisors
New York
$435K -$993K -10,500 -70%
FAIM
538
Financial Advocates Investment Management
Washington
$430K +$430K +4,541 New
EGA
539
E&G Advisors
Texas
$426K
ESCM
540
Echo Street Capital Management
New York
$425K +$192K +2,032 +83%
SPC
541
Sigma Planning Corp
Michigan
$419K -$24.4K -258 -5%
SFA
542
Sequoia Financial Advisors
Ohio
$417K +$3.87K +41 +0.9%
LFA
543
Laraway Financial Advisors
Minnesota
$416K -$28.4K -300 -6%
BCV
544
Banque Cantonale Vaudoise
Switzerland
$416K
DA
545
Denali Advisors
California
$416K +$47.3K +500 +13%
LAM
546
Lingohr Asset Management
Germany
$415K
CCA
547
Checchi Capital Advisers
California
$414K +$130K +1,289 +46%
WJWM
548
Williams Jones Wealth Management
New York
$413K -$114K -1,209 -22%
WP
549
WealthSource Partners
California
$401K +$25.9K +274 +7%
TC
550
Trust Company
Kansas
$397K +$14.2K +150 +4%