We are live on ! Find out more
DFS

Discover Financial Services

Delisted

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

756 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 255 increasing their positions, 346 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $106M | Put options by funds: $77.1M

0% more capital invested

Capital invested by funds: $20.9B → $20.9B (+$4.81M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.65% less ownership

Funds ownership: 83.37%82.71% (-0.65%)

3% less funds holding

Funds holding: 778756 (-22)

19% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 70

26% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 346

Holders
756
Holders Change
-22
Holders Change %
-2.83%
% of All Funds
20.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
57
Increased
255
Reduced
346
Closed
70
Calls
$106M
Puts
$77.1M
Net Calls
+$28.4M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$344K +$350K +5,967 New
PMG
577
ProVise Management Group
Florida
$342K +$77.2K +1,315 +29%
WGCA
578
Wolf Group Capital Advisors
Virginia
$337K -$70.4K -1,200 -17%
CPA
579
Court Place Advisors
Maryland
$337K -$5.81K -99 -2%
HW
580
Hedeker Wealth
Illinois
$333K +$339K +5,770 New
KCM
581
Karp Capital Management
California
$330K -$17.6K -300 -5%
BKBG
582
BHF Kleinwort Benson Group
Belgium
$327K -$17.4K -296 -5%
FBFS
583
First Business Financial Services
Wisconsin
$326K +$16.3K +278 +5%
FTC
584
Farmers Trust Company
Ohio
$322K -$12.1K -206 -4%
BGIM
585
Boussard & Gavaudan Investment Management
United Kingdom
$317K +$54.5K +929 +20%
BFG
586
Beacon Financial Group
Texas
$316K +$12.3K +209 +4%
JPTCCM
587
J.P. Turner & Co Capital Management
Georgia
$314K +$316K +5,380 New
PAG
588
Private Advisor Group
New Jersey
$307K +$98.5K +1,678 +46%
NPC
589
National Planning Corporation
California
$299K +$316K +5,381 New
CIC
590
Cutler Investment Counsel
Oregon
$298K
BAM
591
Berkshire Asset Management
Pennsylvania
$295K -$320K -5,457 -52%
FBT
592
First Bankers Trust
Kentucky
$294K -$5.87K -100 -2%
SIG
593
Schooner Investment Group
Pennsylvania
$292K
Balyasny Asset Management
594
Balyasny Asset Management
Illinois
$290K +$296K +5,040 New
1SB
595
1ST Source Bank
Indiana
$287K -$117K -1,997 -29%
GS
596
GAM Systematic
United Kingdom
$283K +$56.5K +962 +24%
WTB
597
Washington Trust Bank
Washington
$282K +$293 +5 +0.1%
RBC
598
Ronald Blue & Co
Georgia
$281K +$28.7K +489 +11%
FTIOP
599
Fiduciary Trust International of Pennsylvania
Pennsylvania
$275K -$11.7K -200 -4%
TNBTD
600
Trustmark National Bank Trust Department
Mississippi
$272K -$59.8K -1,019 -18%