DFS

Discover Financial Services

Delisted

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

1,049 hedge funds and large institutions have $29.3B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 99 funds opening new positions, 386 increasing their positions, 351 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,049
Holders Change
+27
Holders Change %
+2.64%
% of All Funds
15.17%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
99
Increased
386
Reduced
351
Closed
65
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
526
Greenleaf Trust
Michigan
$773K +$12.1K +86 +2%
OIA
527
OneDigital Investment Advisors
Kansas
$771K +$73.4K +523 +11%
SWM
528
Segment Wealth Management
Texas
$767K -$4.63K -33 -0.6%
CIA
529
Choate Investment Advisors
Massachusetts
$759K +$40.1K +286 +6%
EF
530
Empowered Funds
Pennsylvania
$741K -$953K -6,791 -56%
WB
531
WesBanco Bank
West Virginia
$736K -$59.8K -426 -8%
HWM
532
HB Wealth Management
Georgia
$735K +$104K +739 +16%
QCG
533
Quadrant Capital Group
Ohio
$730K +$14.2K +101 +2%
RMA
534
Roffman Miller Associates
Pennsylvania
$724K -$49.5K -353 -6%
OTL
535
Oak Thistle LLC
New York
$720K +$720K +5,132 New
WANY
536
Wealthspire Advisors (New York)
New York
$718K +$235K +1,674 +49%
AMM
537
American Money Management
California
$717K
FPCP
538
Fort Point Capital Partners
California
$716K +$4.91K +35 +0.7%
RCAG
539
Rehmann Capital Advisory Group
Michigan
$716K +$1.12K +8 +0.2%
NSAM
540
North Star Asset Management
Wisconsin
$708K -$516K -3,676 -42%
ONB
541
Old National Bancorp
Indiana
$703K +$300K +2,135 +74%
CCM
542
Corsair Capital Management
New York
$702K
VSQM
543
V-Square Quantitative Management
Illinois
$702K -$14.6K -104 -2%
WAM
544
Wolverine Asset Management
Illinois
$701K +$98.2K +700 +16%
HM
545
Harvest Management
New York
$701K +$351K +2,500 +100%
AIM
546
ARGA Investment Management
Connecticut
$698K
FFM
547
Forum Financial Management
Illinois
$688K -$7.16K -51 -1%
VCA
548
Verdence Capital Advisors
Maryland
$686K -$312K -2,225 -31%
GAM
549
Gotham Asset Management
New York
$682K -$2.26M -16,133 -77%
SPWM
550
Schrum Private Wealth Management
Florida
$675K +$324K +2,307 +92%