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DFS

Discover Financial Services

Delisted

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

736 hedge funds and large institutions have $25B invested in Discover Financial Services in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 286 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more call options, than puts

Call options by funds: $131M | Put options by funds: $112M

2% more funds holding

Funds holding: 724736 (+12)

2% more capital invested

Capital invested by funds: $24.5B → $25B (+$510M)

0.42% less ownership

Funds ownership: 84.65%84.23% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 286

Holders
736
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
21.36%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.96%
New
55
Increased
270
Reduced
286
Closed
34
Calls
$131M
Puts
$112M
Net Calls
+$19.3M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VKH
551
Virtu KCG Holdings
New York
$457K +$70K +1,116 +19%
CWA
552
Constellation Wealth Advisors
New York
$441K -$5.01K -80 -1%
CRC
553
Curi RMB Capital
Illinois
$432K +$940 +15 +0.2%
SCM
554
SKBA Capital Management
California
$428K
YP
555
Yellowstone Partners
Idaho
$417K -$76.2K -1,215 -16%
SWM
556
SVA Wealth Management
Wisconsin
$416K
SM
557
Salzhauer Michael
$410K -$94K -1,500 -19%
SI
558
Stephens Inc
Arkansas
$406K
CAL
559
Capital Analysts LLC
Pennsylvania
$405K +$97K +1,547 +33%
SI
560
Scout Investments
Missouri
$404K +$17.4K +278 +5%
PGFC
561
Peapack-Gladstone Financial Corp
New Jersey
$403K
LNWWM
562
Laird Norton Wetherby Wealth Management
California
$401K +$6.83K +109 +2%
SI
563
SII Investments
Wisconsin
$393K +$22.6K +361 +6%
HIS
564
Horizon Investment Services
Indiana
$386K -$36K -575 -9%
CPA
565
Court Place Advisors
Maryland
$383K +$63 +1 +0%
WTB
566
Washington Trust Bank
Washington
$376K
MFBTD
567
MB Financial Bank - Trust Department
Illinois
$375K +$186K +2,970 +100%
MAM
568
Martingale Asset Management
Massachusetts
$359K -$226K -3,600 -39%
TBA
569
Train Babcock Advisors
New York
$348K
BKBG
570
BHF Kleinwort Benson Group
Belgium
$346K -$69.4K -1,107 -16%
HH
571
Hilltop Holdings
Texas
$345K +$25.1K +400 +8%
NB
572
Norinchukin Bank
Japan
$344K +$79.2K +1,263 +31%
MRCM
573
M&R Capital Management
New Jersey
$343K -$6.27K -100 -2%
TIA
574
Trust Investment Advisors
Indiana
$341K +$11.2K +179 +3%
GAG
575
GM Advisory Group
New York
$337K -$6.83K -109 -2%