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DFS

Discover Financial Services

Delisted

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

736 hedge funds and large institutions have $25B invested in Discover Financial Services in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 286 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more call options, than puts

Call options by funds: $131M | Put options by funds: $112M

2% more funds holding

Funds holding: 724736 (+12)

2% more capital invested

Capital invested by funds: $24.5B → $25B (+$510M)

0.42% less ownership

Funds ownership: 84.65%84.23% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 286

Holders
736
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
21.36%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.96%
New
55
Increased
270
Reduced
286
Closed
34
Calls
$131M
Puts
$112M
Net Calls
+$19.3M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Prelude Capital Management
New York
$95K -$12.5K -200 -12%
PSI
652
Pinnacle Summer Investments
Virginia
$91K +$35.7K +569 +68%
CWG
653
C WorldWide Group
Denmark
$90K +$87.8K +1,400 New
RFA
654
Reilly Financial Advisors
California
$88K +$68.3K +1,090 +388%
SNT
655
Security National Trust
West Virginia
$86K
MIC
656
MU Investments Company
Japan
$84K
SSB
657
Sandy Spring Bank
Maryland
$81K +$21.3K +340 +37%
BBPWM
658
Blue Bell Private Wealth Management
Pennsylvania
$80K
Manulife (Manufacturers Life Insurance)
659
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$79.8K -$803K -12,812 -1%
IMS
660
Index Management Solutions
Pennsylvania
$74K +$10.4K +166 +17%
PTC
661
Private Trust Company
Ohio
$73K +$2.32K +37 +3%
BWFA
662
Baltimore-Washington Financial Advisors
Maryland
$64K
BRWM
663
B. Riley Wealth Management
Tennessee
$64K
FHA
664
First Horizon Advisors
Tennessee
$56K +$4.58K +73 +9%
WRM
665
Westport Resources Management
Connecticut
$54K
IRS
666
Invictus RG (Singapore)
Singapore
$52K -$22.4K -358 -31%
TCOV
667
Trust Company of Vermont
Vermont
$52K +$10K +160 +25%
WOC
668
West Oak Capital
California
$50.2K
GSC
669
Ground Swell Capital
South Carolina
$50K +$15.8K +252 +48%
SAM
670
Shamrock Asset Management
Texas
$49K
ClearBridge Investments
671
ClearBridge Investments
New York
$48K -$2.32K -37 -5%
NES
672
New England Securities
New York
$46K +$30.9K +493 +223%
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
OIA
674
Optimum Investment Advisors
Illinois
$45K
GAM
675
Gemmer Asset Management
California
$40K