DFS

Discover Financial Services

Delisted

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

919 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 292 increasing their positions, 326 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
16.04%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
292
Reduced
326
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
ASC
601
Atalanta Sosnoff Capital
New York
$360K -$78.8K -666 -18%
SFG
602
SevenBridge Financial Group
Pennsylvania
$356K
UB
603
UMB Bank
Missouri
$356K +$1.06K +9 +0.3%
CC
604
Claybrook Capital
Massachusetts
$356K +$356K +3,007 New
GWM
605
Geneos Wealth Management
Colorado
$355K -$110K -914 -24%
SGAM
606
Smith Group Asset Management
Texas
$354K +$332K +2,809 +1,510%
SW
607
SteelPeak Wealth
California
$354K +$354K +2,995 New
APC
608
Aspire Private Capital
North Carolina
$353K +$121K +1,027 +52%
Kovitz Investment Group Partners
609
Kovitz Investment Group Partners
Illinois
$352K +$32.8K +277 +10%
IC
610
IEQ Capital
California
$351K +$351K +2,969 New
BPA
611
Beacon Pointe Advisors
California
$350K +$350K +2,957 New
AIM
612
Aigen Investment Management
New York
$349K +$349K +2,948 New
WI
613
Wedgewood Investors
Pennsylvania
$344K
TI
614
Tidal Investments
Wisconsin
$344K +$344K +2,911 New
FMLI
615
Fukoku Mutual Life Insurance
Japan
$343K
CWP
616
CFM Wealth Partners
Texas
$343K
TMAM
617
Tokio Marine Asset Management
Japan
$341K +$40.5K +342 +13%
CPA
618
Court Place Advisors
Maryland
$339K
WWM
619
Western Wealth Management
Colorado
$337K +$13.3K +112 +4%
SFA
620
Sequoia Financial Advisors
Ohio
$334K +$67.4K +570 +25%
SICM
621
Sustainable Insight Capital Management
New York
$332K -$117K -989 -26%
TAM
622
Trust Asset Management
Texas
$330K +$39K +330 +13%
T
623
TRUADVICE
Florida
$328K +$12.1K +97 +4%
VCG
624
Vantage Consulting Group
Virginia
$327K +$56.3K +476 +21%
MHC
625
Meyer Handelman Company
New York
$326K