DFS

Discover Financial Services

Delisted

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

1,021 hedge funds and large institutions have $27.8B invested in Discover Financial Services in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 337 increasing their positions, 371 reducing their positions, and 81 closing their positions.

Holders
1,021
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
14.85%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
90
Increased
337
Reduced
371
Closed
81
Calls
$134M
Puts
$168M
Net Calls
-$33.3M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
651
Valeo Financial Advisors
Indiana
$345K +$16.5K +126 +5%
FBT
652
First Bank & Trust
South Dakota
$344K -$5.36K -41 -2%
APA
653
Astoria Portfolio Advisors
New York
$343K +$55.2K +422 +19%
TSS
654
Two Sigma Securities
New York
$343K +$343K +2,621 New
JWCA
655
J.W. Cole Advisors
Florida
$342K +$342K +2,614 New
CCA
656
Checchi Capital Advisers
California
$340K +$8.9K +68 +3%
MWM
657
Mission Wealth Management
California
$337K +$28.1K +215 +9%
SAM
658
Silvercrest Asset Management
New York
$336K -$71.9K -550 -18%
SAI
659
Systematic Alpha Investments
New Jersey
$333K
BMO
660
Beck Mack & Oliver
New York
$332K
GSB
661
Greenfield Savings Bank
Massachusetts
$332K +$392 +3 +0.1%
LGF
662
LGT Group Foundation
Liechtenstein
$330K
MWM
663
Modera Wealth Management
New Jersey
$330K +$262 +2 +0.1%
WI
664
Wedgewood Investors
Pennsylvania
$330K +$330K +2,520 New
PIP
665
Peachtree Investment Partners
Florida
$330K
LCWP
666
Legacy Capital Wealth Partners
Arkansas
$328K +$328K +2,508 New
SPWM
667
Schrum Private Wealth Management
Florida
$328K
HM
668
Harvest Management
New York
$327K +$327K +2,500 New
RFC
669
Regions Financial Corp
Alabama
$324K -$275K -2,103 -46%
IGAM
670
iA Global Asset Management
Quebec, Canada
$323K +$21K +161 +7%
CBT
671
Central Bank & Trust
Kentucky
$320K -$46.7K -357 -13%
TWM
672
TriaGen Wealth Management
California
$320K
RCA
673
Roberts Capital Advisors
Colorado
$318K
MG
674
Mather Group
Illinois
$318K -$9.7K -74 -3%
IFWM
675
Institute for Wealth Management
Colorado
$317K