DFS

Discover Financial Services

Delisted

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

919 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 292 increasing their positions, 326 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
16.04%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
292
Reduced
326
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
651
IHT Wealth Management
Illinois
$291K +$4.02K +34 +1%
FHB
652
First Hawaiian Bank
Hawaii
$288K -$76.3K -645 -21%
OPS
653
Orion Portfolio Solutions
Nebraska
$286K +$11.2K +95 +4%
HI
654
Horizon Investments
North Carolina
$286K +$16.8K +142 +6%
OSAM
655
O'Shaughnessy Asset Management
Connecticut
$285K +$196K +1,662 +222%
CCA
656
Checchi Capital Advisers
California
$282K +$282K +2,382 New
MGIA
657
Moneta Group Investment Advisors
Missouri
$278K -$13.4K -113 -5%
CC
658
Courier Capital
New York
$278K
JWCA
659
J.W. Coons Advisors
Ohio
$277K -$105K -880 -27%
RZH
660
Relyea Zuckerberg Hanson
Connecticut
$277K +$5.21K +44 +2%
RBFC
661
Roman Butler Fullerton & Co
Missouri
$276K +$118 +1 +0%
FIA
662
Foundations Investment Advisors
Arizona
$276K +$276K +2,256 New
GIA
663
Gladstone Institutional Advisory
Florida
$276K +$276K +2,331 New
JIR
664
James Investment Research
Ohio
$275K -$69.7K -589 -20%
AO
665
Advisor OS
Illinois
$271K +$1.3K +11 +0.5%
RG
666
Renaissance Group
Kentucky
$267K -$220K -1,863 -45%
MAFM
667
Mid Atlantic Financial Management
Pennsylvania
$267K +$267K +2,258 New
RIL
668
Rothschild Investment LLC
Illinois
$263K -$315K -2,662 -55%
FCBT
669
First Citizens Bank & Trust
North Carolina
$262K +$262K +2,218 New
CL
670
CPWM LLC
Washington
$259K
GCP
671
GSA Capital Partners
United Kingdom
$258K +$258K +2,184 New
DW
672
Domani Wealth
Pennsylvania
$256K
RCA
673
Ranch Capital Advisors
Florida
$252K
FIB
674
First Interstate Bank
Montana
$252K +$252K +2,132 New
CPA
675
Capital Planning Advisors
California
$251K +$251K +2,126 New