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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
Bessemer Group
676
Bessemer Group
New Jersey
$37K
WEC
677
Winslow Evans & Crocker
Massachusetts
$34.5K -$10.2K -162 -23%
CAL
678
Capital Advisors Ltd
Ohio
$34K +$63 +1 +0.2%
PMAM
679
Picton Mahoney Asset Management
Ontario, Canada
$32.4K +$1.97M +31,500 +7%
PO
680
Private Ocean
California
$32K
TCM
681
Tradewinds Capital Management
Washington
$32K
TDC
682
Thompson Davis & Co
Virginia
$32K +$125 +2 +0.4%
CFA
683
Carroll Financial Associates
North Carolina
$30K
FANJ
684
Financial Architects (New Jersey)
New Jersey
$29K
CFG
685
CKW Financial Group
Hawaii
$29K +$7.96K +127 +39%
SF
686
Synovus Financial
Georgia
$28K
MHS
687
M Holdings Securities
Oregon
$26K +$25.1K +400 New
LNB
688
Ledyard National Bank
$25K +$10.3K +165 +74%
JIC
689
Joel Isaacson & Co
New York
$24K +$18.6K +297 +424%
ZTNA
690
Zions Trust National Association
Utah
$22K
M
691
MOTCO
Texas
$20K
ATC
692
Adirondack Trust Company
New York
$17K
WA
693
WealthTrust-Arizona
Arizona
$17K
PIM
694
Parasol Investment Management
Illinois
$16K
TFO
695
Tarbox Family Office
California
$16K +$376 +6 +3%
HCC
696
Hirtle Callaghan & Co
Pennsylvania
$14K
PFPT
697
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K
TWA
698
TCI Wealth Advisors
Arizona
$14K
WA
699
Waverly Advisors
Alabama
$14K +$3.51K +56 +35%
MAS
700
Madden Advisory Services
Florida
$13K