DFS

Discover Financial Services

Delisted

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

977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
YIA
601
YHB Investment Advisors
Connecticut
$404K
CCP
602
Corient Capital Partners
California
$402K -$220K -1,902 -35%
NAS
603
Nicolet Advisory Services
Wisconsin
$396K +$145K +1,251 +58%
PCM
604
Pennsylvania Capital Management
Pennsylvania
$395K
TMAM
605
Tokio Marine Asset Management
Japan
$391K +$27.8K +240 +8%
MA
606
Mutual Advisors
Nebraska
$382K -$22.1K -191 -5%
PK
607
Pflug Koory
Nebraska
$380K
SFA
608
Sequoia Financial Advisors
Ohio
$378K +$378K +3,268 New
SAM
609
Silvercrest Asset Management
New York
$374K
WFA
610
WMG Financial Advisors
Tennessee
$374K +$374K +3,200 New
HWA
611
HCR Wealth Advisors
California
$372K
BRWA
612
B. Riley Wealth Advisors
Florida
$372K +$29.7K +257 +9%
TI
613
Tidal Investments
Wisconsin
$370K -$101K -878 -22%
MI
614
Markston International
New York
$368K -$1.04K -9 -0.3%
VCG
615
Vantage Consulting Group
Virginia
$364K +$34.7K +300 +11%
SA
616
Syntax Advisors
New York
$364K +$364K +3,148 New
PP
617
Patron Partners
Texas
$363K +$112K +967 +44%
CWM
618
Chicago Wealth Management
Illinois
$361K
BPA
619
Beacon Pointe Advisors
California
$361K +$116K +1,005 +47%
FNFDCM
620
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K -$77.1K -666 -18%
SFI
621
Siemens Fonds Invest
Germany
$359K -$8.34K -72 -2%
SFG
622
SevenBridge Financial Group
Pennsylvania
$352K
AIA
623
Arbor Investment Advisors
North Carolina
$347K -$3.24K -28 -0.9%
SF
624
Summit Financial
New Jersey
$347K +$94.5K +818 +37%
RGC
625
Roberts, Glore & Co
Illinois
$346K