DFS

Discover Financial Services

Delisted

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

1,028 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 158 funds opening new positions, 286 increasing their positions, 397 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,028
Holders Change
+58
Holders Change %
+5.98%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
158
Increased
286
Reduced
397
Closed
84
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Shares
Change %
NIM
626
Nexus Investment Management
Ontario, Canada
$399K
CAAS
627
Capital Asset Advisory Services
Michigan
$394K -$22.9K -182 -5%
SWM
628
Spire Wealth Management
Virginia
$391K +$655 +5 +0.2%
C
629
Certuity
Florida
$389K -$6.03K -46 -2%
BIG
630
Brooklyn Investment Group
New York
$388K -$37.3K -288 -9%
WANY
631
Wealthspire Advisors (New York)
New York
$387K -$22K -168 -5%
AIA
632
Arbor Investment Advisors
North Carolina
$387K
FNFDCM
633
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$387K
PAM
634
Panagora Asset Management
Massachusetts
$385K -$150K -1,146 -28%
BP
635
Ballentine Partners
Massachusetts
$379K +$11.3K +86 +3%
TW
636
TrinityPoint Wealth
Connecticut
$373K +$23.1K +176 +7%
MAM
637
Madison Asset Management
Wisconsin
$373K
DT
638
Diversified Trust
Tennessee
$371K -$525K -4,005 -59%
RIL
639
Rothschild Investment LLC
Illinois
$370K +$14.6K +111 +4%
CBT
640
Central Bank & Trust
Kentucky
$368K -$23.1K -176 -6%
HAIM
641
Hunter Associates Investment Management
Pennsylvania
$367K -$52.4K -400 -13%
Financial Engines Advisors
642
Financial Engines Advisors
California
$366K +$366K +2,792 New
AIP
643
Ameritas Investment Partners
Nebraska
$364K
OWA
644
One Wealth Advisors
California
$362K -$30.7K -234 -8%
SFI
645
Siemens Fonds Invest
Germany
$359K -$16.5K -126 -4%
AMBIA
646
Allen Mooney & Barnes Investment Advisors
Georgia
$357K
RG
647
Renaissance Group
Kentucky
$354K +$26.3K +201 +8%
ISWM
648
Independent Solutions Wealth Management
New York
$350K -$17.2K -131 -5%
FBT
649
First Bank & Trust
South Dakota
$350K +$3.41K +26 +1%
RGC
650
Roberts, Glore & Co
Illinois
$348K