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DFS

Discover Financial Services

Delisted

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

729 hedge funds and large institutions have $18.6B invested in Discover Financial Services in 2016 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

14% more call options, than puts

Call options by funds: $177M | Put options by funds: $155M

3% more funds holding

Funds holding: 707729 (+22)

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$679M)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

3.02% less ownership

Funds ownership: 87.27%84.25% (-3%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
729
Holders Change
+22
Holders Change %
+3.11%
% of All Funds
19.45%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
77
Increased
267
Reduced
280
Closed
48
Calls
$177M
Puts
$155M
Net Calls
+$22.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
651
Capital Analysts LLC
Pennsylvania
$50.8K
CHP
652
Cable Hill Partners
Oregon
$49K
WCM
653
Wealthcare Capital Management
Virginia
$49K
BIG
654
Bellwether Investment Group
Tennessee
$48K +$49.2K +904 New
ST
655
Smithfield Trust
Pennsylvania
$47K -$21.8K -400 -31%
DSI
656
Daiwa SB Investments
Japan
$47K +$3.81K +70 +9%
JFA
657
JNBA Financial Advisors
Minnesota
$43K +$43.3K +796 New
RWG
658
Regal Wealth Group
California
$42K
WOC
659
West Oak Capital
California
$41.8K
EWM
660
Endurance Wealth Management
Rhode Island
$38K
CF
661
CenterStar Fund
Illinois
$37K
WEC
662
Winslow Evans & Crocker
Massachusetts
$35.3K -$21.2K -390 -37%
GAM
663
Gemmer Asset Management
California
$34K
VNA
664
Valley National Advisers
Pennsylvania
$31K +$598 +11 +2%
TCOV
665
Trust Company of Vermont
Vermont
$30K +$2.07K +38 +7%
EFSCE
666
Enterprise Financial Services Corp (EFSC)
Missouri
$29K
CAL
667
Capital Advisors Ltd
Ohio
$29K +$54 +1 +0.2%
VCM
668
Versant Capital Management
Arizona
$29K +$490 +9 +2%
KT
669
Kanaly Trust
Texas
$29K +$8.11K +149 +38%
OFS
670
Orrstown Financial Services
Pennsylvania
$29K +$29.4K +540 New
PMFA
671
Plante Moran Financial Advisors
Michigan
$29K +$29.8K +547 New
IIC
672
Integrated Investment Consultants
Michigan
$28K -$2.72K -50 -9%
NFG
673
Next Financial Group
Texas
$28K
TDC
674
Thompson Davis & Co
Virginia
$28K +$163 +3 +0.6%
TCM
675
Tradewinds Capital Management
Washington
$27K