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 %
Kovitz Investment Group Partners
576
Kovitz Investment Group Partners
Illinois
$586K -$251K -3,832 -30%
BRWA
577
B. Riley Wealth Advisors
Florida
$575K -$57.4K -412 -9%
DEA
578
DoubleLine ETF Adviser
Florida
$573K -$38.2K -272 -6%
LSAG
579
Lake Street Advisors Group
New Hampshire
$566K +$561 +4 +0.1%
NCFG
580
New Century Financial Group
New Jersey
$565K +$39.1K +279 +7%
WS
581
Wedbush Securities
California
$563K +$1.82K +13 +0.3%
IF
582
Insight Folios
North Carolina
$562K -$16K -114 -3%
SACTSONJ
583
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K
FIM
584
Fruth Investment Management
Texas
$561K
RWA
585
River Wealth Advisors
Pennsylvania
$561K +$5.33K +38 +1%
DC
586
Davenport & Co
Virginia
$559K -$28.1K -200 -5%
PA
587
Profund Advisors
Maryland
$556K +$26.1K +186 +5%
EH
588
Equitable Holdings
New York
$548K +$8K +57 +1%
GI
589
GAMMA Investing
California
$548K +$34.2K +244 +7%
PCS
590
Personal CFO Solutions
New Jersey
$546K -$34.5K -246 -6%
LFA
591
Laraway Financial Advisors
Minnesota
$544K
SCA
592
Snowden Capital Advisors
New York
$539K +$313K +2,231 +138%
SG
593
Sienna Gestion
France
$531K +$531K +3,792 New
TWC
594
TD Waterhouse Canada
Ontario, Canada
$525K -$409 -3 -0.1%
AAIS
595
ABN AMRO Investment Solutions
$525K -$135K -960 -20%
SMC
596
Smith, Moore & Co
Missouri
$521K -$140K -997 -21%
MCM
597
MAI Capital Management
Ohio
$518K -$367K -2,615 -41%
DAS
598
Diversify Advisory Services
Utah
$518K +$13.4K +92 +3%
RWM
599
Ritholtz Wealth Management
New York
$517K -$11.4K -81 -2%
CIA
600
Concurrent Investment Advisors
Florida
$516K +$30.4K +217 +6%