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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
JFGIW
601
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$265K -$8.84K -141 -3%
ST
602
Smithfield Trust
Pennsylvania
$263K +$6.52K +104 +3%
EAMA
603
EFG Asset Management (Americas)
Florida
$262K +$55K +878 +28%
ICAS
604
Investors Capital Advisory Services
Massachusetts
$261K +$37K +590 +17%
EWA
605
EP Wealth Advisors
California
$256K +$13.3K +212 +6%
LYV
606
Live Your Vision
Pennsylvania
$253K
CAM
607
Cypress Asset Management
Texas
$248K
SCM
608
Shelton Capital Management
Colorado
$244K
BMO
609
Beck Mack & Oliver
New York
$243K
MC
610
Moors & Cabot
Massachusetts
$241K -$13.5K -215 -5%
NPC
611
National Planning Corporation
California
$240K -$251 -4 -0.1%
PGA
612
Portland Global Advisors
Maine
$240K
SC
613
SouthState Corp
Florida
$224K +$9.46K +151 +5%
WC
614
Whitnell & Co
Illinois
$224K +$218K +3,485 New
PFBT
615
Parkside Financial Bank & Trust
Missouri
$219K -$12.2K -195 -5%
GIM
616
Groesbeck Investment Management
New Jersey
$219K
OWD
617
Osborn Williams & Donohoe
Ohio
$219K
TCM
618
Twin Capital Management
Pennsylvania
$219K +$213K +3,400 New
KFS
619
KMS Financial Services
Washington
$218K -$56.7K -905 -21%
Lazard Asset Management
620
Lazard Asset Management
New York
$218K
CC
621
Cornerstone Capital
California
$214K
JIP
622
Jaffetilchin Investment Partners
Florida
$213K
BFC
623
Blue Fin Capital
Rhode Island
$213K +$208K +3,315 New
JMH
624
J.M. Hartwell
New York
$212K
GIS
625
Guardian Investor Services
New York
$211K -$14.2K -226 -6%