DFS

Discover Financial Services

Delisted

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

833 hedge funds and large institutions have $19.7B invested in Discover Financial Services in 2019 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 259 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
833
Holders Change
-4
Holders Change %
-0.48%
% of All Funds
18.06%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
96
Increased
259
Reduced
348
Closed
92
Calls
$100M
Puts
$74.1M
Net Calls
+$26.4M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Shares
Change %
TIS
626
Tortoise Index Solutions
Kansas
$179K +$179K +2,516 New
FWM
627
Focused Wealth Management
New York
$164K
IWA
628
Intercontinental Wealth Advisors
Texas
$164K +$41.7K +587 +34%
FIB
629
First Interstate Bank
Montana
$161K
LC
630
Lindbrook Capital
California
$151K +$2.48K +35 +2%
WT
631
Whittier Trust
California
$147K -$22.8K -320 -13%
TF
632
Tompkins Financial
New York
$147K
APW
633
Acima Private Wealth
Virginia
$147K
RCC
634
Red Cedar Capital
Nebraska
$142K
CCM
635
Covington Capital Management
California
$141K -$25K -350 -15%
JCM
636
Jacobi Capital Management
Pennsylvania
$139K +$11.9K +167 +9%
AP
637
Atwood & Palmer
Missouri
$132K
CAPTRUST Financial Advisors
638
CAPTRUST Financial Advisors
North Carolina
$124K -$7.17K -101 -5%
PCM
639
Prelude Capital Management
New York
$124K +$118K +1,661 +1,931%
FNBOSM
640
First National Bank of South Miami
Florida
$120K
CAM
641
Cresset Asset Management
Illinois
$118K -$5.48K -77 -4%
VFA
642
Valeo Financial Advisors
Indiana
$117K +$143 +2 +0.1%
ASN
643
Advisory Services Network
Georgia
$114K -$22.2K -312 -16%
OC
644
Oakworth Capital
Alabama
$114K
IUHSA
645
Itau Unibanco Holding S.A.
Brazil
$113K
PAI
646
Pittenger & Anderson Inc
Nebraska
$107K
LGWM
647
Litman Gregory Wealth Management
California
$107K
Capstone Investment Advisors
648
Capstone Investment Advisors
New York
$107K +$102K +1,431 +1,988%
OAM
649
Oppenheimer Asset Management
New York
$104K -$5.11K -72 -5%
PCM
650
Penserra Capital Management
California
$104K +$104K +1,462 New