DFS

Discover Financial Services

Delisted

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

1,161 hedge funds and large institutions have $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 350 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+112
Holders Change %
+10.68%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
350
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
VWM
601
Venturi Wealth Management
Texas
$727K +$672K +3,880 +1,228%
BP
602
Ballentine Partners
Massachusetts
$725K -$4.33K -25 -0.6%
DC
603
Davenport & Co
Virginia
$724K +$33.6K +194 +5%
BRWA
604
B. Riley Wealth Advisors
Florida
$719K +$3.64K +21 +0.5%
RA
605
RFG Advisory
Alabama
$712K -$12K -69 -2%
GCP
606
GSA Capital Partners
United Kingdom
$711K +$711K +4,107 New
O
607
Ossiam
France
$700K -$311K -1,795 -31%
SACTSONJ
608
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$693K
FIM
609
Fruth Investment Management
Texas
$692K
WS
610
Wedbush Securities
California
$686K -$9.01K -52 -1%
LSAG
611
Lake Street Advisors Group
New Hampshire
$681K -$18.2K -105 -3%
EH
612
Equitable Holdings
New York
$680K +$3.47K +20 +0.5%
RWA
613
River Wealth Advisors
Pennsylvania
$678K -$13.9K -80 -2%
SCA
614
Snowden Capital Advisors
New York
$674K +$7.8K +45 +1%
PA
615
Profund Advisors
Maryland
$672K -$14K -81 -2%
EIP
616
Epoch Investment Partners
New York
$671K -$1.66M -9,604 -71%
LFA
617
Laraway Financial Advisors
Minnesota
$668K -$4.33K -25 -0.6%
AAIS
618
ABN AMRO Investment Solutions
$658K +$10.4K +60 +2%
MC
619
Machina Capital
France
$658K -$305K -1,763 -32%
ACA
620
Aptus Capital Advisors
Alabama
$650K +$170K +980 +35%
MSA
621
MUFG Securities Americas
New York
$642K +$642K +3,707 New
TWC
622
TD Waterhouse Canada
Ontario, Canada
$639K -$30.2K -174 -5%
Wolverine Trading
623
Wolverine Trading
Illinois
$637K +$287K +1,666 +82%
TW
624
TrinityPoint Wealth
Connecticut
$633K +$37.2K +215 +6%
CIA
625
Concurrent Investment Advisors
Florida
$627K -$9.7K -56 -2%