DFS

Discover Financial Services

Delisted

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

945 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 308 increasing their positions, 360 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
945
Holders Change
-32
Holders Change %
-3.28%
% of All Funds
14.95%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
90
Increased
308
Reduced
360
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
551
Sequoia Financial Advisors
Ohio
$482K +$122K +1,104 +34%
GT
552
Greenleaf Trust
Michigan
$478K +$63.9K +579 +15%
AF
553
Affiance Financial
Minnesota
$477K +$110 +1 +0%
EWA
554
EP Wealth Advisors
California
$476K -$2.97K -27 -0.6%
RA
555
RFG Advisory
Alabama
$476K +$2.87K +26 +0.6%
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$468K -$64.2K -583 -12%
OC
557
Optimas Capital
Hong Kong
$463K +$463K +4,199 New
BJL
558
Brighton Jones LLC
Washington
$461K +$8.26K +75 +2%
PA
559
Profund Advisors
Maryland
$454K -$83.3K -757 -16%
LAM
560
Lingohr Asset Management
Germany
$452K -$11K -100 -2%
UIA
561
UBP Investment Advisors
Switzerland
$450K -$208K -3,298 -32%
EGM
562
Engineers Gate Manager
New York
$446K -$693K -6,298 -61%
TC
563
Trust Company
Kansas
$445K +$218K +1,981 +96%
WS
564
Wedbush Securities
California
$442K -$46.9K -425 -10%
AAS
565
Avantax Advisory Services
Texas
$442K -$11.5K -104 -3%
SACTSONJ
566
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$441K
HAIM
567
Hunter Associates Investment Management
Pennsylvania
$441K
FIM
568
Fruth Investment Management
Texas
$440K
WP
569
WealthSource Partners
California
$437K +$20.5K +186 +5%
EI
570
Ethic Inc
New York
$433K +$3.08K +28 +0.7%
SIA
571
Schechter Investment Advisors
Michigan
$432K -$71.3K -647 -14%
DA
572
Denali Advisors
California
$430K -$33.1K -300 -7%
CBT
573
CoreFirst Bank & Trust
Kansas
$430K
BRWA
574
B. Riley Wealth Advisors
Florida
$430K +$75.9K +689 +21%
SWM
575
Spire Wealth Management
Virginia
$428K -$260K -2,361 -38%