DFS

Discover Financial Services

Delisted

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

918 hedge funds and large institutions have $20.5B invested in Discover Financial Services in 2022 Q3 according to their latest regulatory filings, with 85 funds opening new positions, 298 increasing their positions, 334 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
918
Holders Change
-18
Holders Change %
-1.92%
% of All Funds
15.87%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
85
Increased
298
Reduced
334
Closed
93
Calls
$164M
Puts
$259M
Net Calls
-$94.7M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
SPC
551
Sigma Planning Corp
Michigan
$417K +$14.2K +156 +4%
CAAS
552
Capital Asset Advisory Services
Michigan
$415K -$4.46K -49 -1%
NP
553
NorthRock Partners
Minnesota
$414K +$40.9K +449 +11%
VCA
554
Verdence Capital Advisors
Maryland
$414K +$143K +1,572 +53%
Loomis, Sayles & Company
555
Loomis, Sayles & Company
Massachusetts
$414K +$149K +1,635 +56%
EGA
556
E&G Advisors
Texas
$409K
BCV
557
Banque Cantonale Vaudoise
Switzerland
$400K
LFA
558
Laraway Financial Advisors
Minnesota
$400K
WS
559
Wedbush Securities
California
$399K +$21.5K +236 +6%
SS
560
Simplicity Solutions
Minnesota
$397K -$396K -4,365 -50%
TCWM
561
Total Clarity Wealth Management
Illinois
$397K +$261K +2,871 +193%
MFG
562
MidWestOne Financial Group
Iowa
$383K -$194K -2,136 -34%
OQS
563
Occudo Quantitative Strategies
Florida
$383K +$383K +4,212 New
TMAM
564
Tokio Marine Asset Management
Japan
$382K +$48.2K +531 +14%
CCA
565
Checchi Capital Advisers
California
$373K
ATC
566
Argent Trust Co
Tennessee
$367K
SACTSONJ
567
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$364K
FIM
568
Fruth Investment Management
Texas
$363K
CBT
569
CoreFirst Bank & Trust
Kansas
$355K
WIC
570
Woodmont Investment Counsel
Tennessee
$352K +$352K +3,871 New
OPS
571
Orion Portfolio Solutions
Nebraska
$351K -$17.5K -193 -5%
CSB
572
City State Bank
Iowa
$351K
ABLA
573
Alan B. Lancz & Associates
Ohio
$350K
PP
574
Patron Partners
Texas
$348K +$31K +340 +10%
BJL
575
Brighton Jones LLC
Washington
$345K -$30.4K -335 -8%