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DFS

Discover Financial Services

Delisted

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

729 hedge funds and large institutions have $18.6B invested in Discover Financial Services in 2016 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

14% more call options, than puts

Call options by funds: $177M | Put options by funds: $155M

3% more funds holding

Funds holding: 707729 (+22)

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$679M)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

3.02% less ownership

Funds ownership: 87.27%84.25% (-3%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
729
Holders Change
+22
Holders Change %
+3.11%
% of All Funds
19.45%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
77
Increased
267
Reduced
280
Closed
48
Calls
$177M
Puts
$155M
Net Calls
+$22.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
601
Wolverine Trading
Illinois
$200K +$207K +3,812 New
GWM
602
Geneos Wealth Management
Colorado
$198K +$34.8K +640 +21%
Lazard Asset Management
603
Lazard Asset Management
New York
$182K
FMLI
604
Fukoku Mutual Life Insurance
Japan
$177K
CG
605
Cutler Group
California
$175K -$297K -5,454 -62%
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$169K -$22K -405 -11%
CCA
607
Checchi Capital Advisers
California
$165K -$17.5K -322 -9%
RA
608
Royce & Associates
New York
$150K
EA
609
Euclid Advisors
Connecticut
$150K +$152K +2,800 New
AssetMark Inc
610
AssetMark Inc
California
$146K +$16.6K +306 +13%
PAIA
611
Park Avenue Institutional Advisers
New York
$140K -$4.13K -76 -3%
SC
612
SRB Corp
Massachusetts
$138K -$21.5K -395 -13%
ARMT
613
Amica Retiree Medical Trust
Rhode Island
$136K
First Manhattan
614
First Manhattan
New York
$132K +$7.94K +146 +6%
FFC
615
First Financial Corp
Indiana
$130K -$279K -5,125 -68%
GWS
616
Glassman Wealth Services
Virginia
$129K +$131K +2,400 New
FNBT
617
FineMark National Bank & Trust
Florida
$128K
PWM
618
Perigon Wealth Management
California
$125K -$145K -2,660 -53%
SEC
619
Seven Eight Capital
New York
$124K +$126K +2,319 New
ASN
620
Advisory Services Network
Georgia
$121K +$21.3K +391 +21%
MWP
621
MYCIO Wealth Partners
Pennsylvania
$110K +$34K +625 +44%
EWM
622
Evercore Wealth Management
New York
$107K +$21.5K +396 +25%
WT
623
Whittier Trust
California
$102K
FANJ
624
Financial Architects (New Jersey)
New Jersey
$100K +$89.9K +1,652 +725%
WA
625
WFG Advisors
Texas
$97K +$326 +6 +0.3%