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 %
RE
651
RBC Europe
United Kingdom
$312K +$124K +1,070 +66%
WWM
652
Western Wealth Management
Colorado
$311K +$311K +2,705 New
AssetMark Inc
653
AssetMark Inc
California
$308K +$233K +2,016 +309%
CCA
654
Checchi Capital Advisers
California
$306K +$7.64K +66 +3%
IFWM
655
Institute for Wealth Management
Colorado
$304K
VF
656
Virtu Financial
New York
$302K -$72.8K -630 -19%
MGP
657
Metis Global Partners
California
$302K +$302K +2,613 New
GD
658
Grandfield & Dodd
New York
$300K
BMO
659
Beck Mack & Oliver
New York
$300K
WANY
660
Wealthspire Advisors (New York)
New York
$299K -$107K -924 -26%
Kovitz Investment Group Partners
661
Kovitz Investment Group Partners
Illinois
$299K +$73.9K +815 +33%
MG
662
Mather Group
Illinois
$299K +$299K +2,586 New
SC
663
SouthState Corp
Florida
$296K -$1.39K -12 -0.5%
SAI
664
Systematic Alpha Investments
New Jersey
$294K
DA
665
DCM Advisors
New York
$293K -$1.25M -10,863 -81%
AAS
666
Ameritas Advisory Services
Nebraska
$291K +$291K +2,522 New
DMBA
667
Deseret Mutual Benefit Administrators
Utah
$289K -$17.4K -150 -6%
PIP
668
Peachtree Investment Partners
Florida
$289K
HA
669
HYA Advisors
Missouri
$289K +$578 +5 +0.2%
PFBT
670
Parkside Financial Bank & Trust
Missouri
$289K +$250K +2,156 +632%
GG
671
Gofen & Glossberg
Illinois
$287K -$24.2K -210 -8%
FFA
672
Founders Financial Alliance
North Carolina
$285K +$4.5K +39 +2%
B
673
Barings
North Carolina
$280K -$50.8K -439 -15%
SIA
674
SkyView Investment Advisors
New Jersey
$280K +$31.1K +622 +13%
KIA
675
KCM Investment Advisors
California
$280K +$280K +2,423 New