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 %
TAM
626
Trust Asset Management
Texas
$345K
SB
627
Sunflower Bank
Texas
$344K -$19.9K -172 -5%
CWP
628
CFM Wealth Partners
Texas
$344K
PFGIA
629
Patriot Financial Group Insurance Agency
Massachusetts
$344K +$131K +1,132 +61%
AIA
630
Affinity Investment Advisors
California
$343K +$343K +2,965 New
GCM
631
Graham Capital Management
Connecticut
$337K +$337K +2,922 New
WI
632
Wedgewood Investors
Pennsylvania
$336K
RZH
633
Relyea Zuckerberg Hanson
Connecticut
$336K +$3.43K +30 +1%
IWA
634
Intercontinental Wealth Advisors
Texas
$335K
GWM
635
Geneos Wealth Management
Colorado
$331K -$6.59K -57 -2%
CPA
636
Court Place Advisors
Maryland
$331K +$116 +1 +0%
WPW
637
Waldron Private Wealth
Pennsylvania
$330K +$346 +3 +0.1%
SICM
638
Sustainable Insight Capital Management
New York
$329K +$4.51K +39 +1%
CIP
639
Convergence Investment Partners
Florida
$329K +$17K +147 +5%
MPM
640
MBB Public Markets
Illinois
$329K +$329K +2,844 New
MFA
641
Mayflower Financial Advisors
Massachusetts
$326K +$12.7K +110 +4%
Loomis, Sayles & Company
642
Loomis, Sayles & Company
Massachusetts
$325K +$325K +2,815 New
FPS
643
Fieldpoint Private Securities
Connecticut
$324K +$119K +1,027 +58%
PSUF
644
People's United Financial
Connecticut
$323K -$79.5K -688 -20%
MFW
645
Meristem Family Wealth
Minnesota
$321K
MHC
646
Meyer Handelman Company
New York
$319K
FB
647
Fulton Bank
Pennsylvania
$317K
TWM
648
TriaGen Wealth Management
California
$315K
GPA
649
Garrison Point Advisors
California
$312K
FBT
650
First Bank & Trust
South Dakota
$312K +$5.21K +45 +2%