DFS

Discover Financial Services

Delisted

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

891 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 314 increasing their positions, 299 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
891
Holders Change
+38
Holders Change %
+4.45%
% of All Funds
15.69%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
314
Reduced
299
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M
Name Holding Trade Value Shares
Change
Shares
Change %
GT
601
Greenleaf Trust
Michigan
$315K +$71K +749 +29%
PK
602
Pflug Koory
Nebraska
$312K -$54.6K -575 -15%
BUB
603
BBVA USA Bancshares
Texas
$312K -$4.75K -50 -1%
ASN
604
Advisory Services Network
Georgia
$311K +$119K +1,256 +62%
SAM
605
Silvercrest Asset Management
New York
$308K -$9.51K -100 -3%
LSAG
606
Lake Street Advisors Group
New Hampshire
$307K +$4.75K +50 +2%
HWA
607
HCR Wealth Advisors
California
$306K +$665 +7 +0.2%
QSS
608
Quantitative Systematic Strategies
Florida
$305K +$305K +3,216 New
JWCA
609
J.W. Coons Advisors
Ohio
$304K -$79.1K -835 -21%
WP
610
WealthSource Partners
California
$303K +$24K +253 +9%
SIM
611
Sentry Investment Management
Wisconsin
$300K +$300K +3,159 New
CWM
612
Chicago Wealth Management
Illinois
$297K
FHB
613
First Hawaiian Bank
Hawaii
$293K -$192K -2,017 -40%
EF
614
Empirical Finance
Pennsylvania
$292K
JIC
615
Johnson Investment Counsel
Ohio
$292K +$292K +3,075 New
Nomura Holdings
616
Nomura Holdings
Japan
$291K -$1.06M -11,148 -78%
AIA
617
Arbor Investment Advisors
North Carolina
$291K -$3.8K -40 -1%
FB
618
Fulton Bank
Pennsylvania
$291K
MAM
619
Meeder Asset Management
Ohio
$291K +$3.89K +41 +1%
T
620
TRUADVICE
Florida
$290K +$290K +2,538 New
SFG
621
SevenBridge Financial Group
Pennsylvania
$286K
UB
622
UMB Bank
Missouri
$286K +$8.76K +92 +3%
IWA
623
Intercontinental Wealth Advisors
Texas
$283K
CI Investments Inc
624
CI Investments Inc
Ontario, Canada
$279K -$61K -643 -18%
JIR
625
James Investment Research
Ohio
$277K +$277K +2,912 New