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DFS

Discover Financial Services

Delisted

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

756 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 255 increasing their positions, 346 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $106M | Put options by funds: $77.1M

0% more capital invested

Capital invested by funds: $20.9B → $20.9B (+$4.81M)

0% more funds holding in top 10

Funds holding in top 10: 1414 (0)

0.65% less ownership

Funds ownership: 83.37%82.71% (-0.65%)

3% less funds holding

Funds holding: 778756 (-22)

19% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 70

26% less repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 346

Holders
756
Holders Change
-22
Holders Change %
-2.83%
% of All Funds
20.37%
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.38%
New
57
Increased
255
Reduced
346
Closed
70
Calls
$106M
Puts
$77.1M
Net Calls
+$28.4M
Net Calls Change
-$25M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLT
676
New York Life Trust
New York
$72K -$3.11K -53 -4%
BBPWM
677
Blue Bell Private Wealth Management
Pennsylvania
$72K
JG
678
Jefferies Group
New York
$66K -$5.15M -87,735 -99%
EWM
679
Endurance Wealth Management
Rhode Island
$64K +$65.3K +1,112 New
MCM
680
Manchester Capital Management
Vermont
$58K
BRWM
681
B. Riley Wealth Management
Tennessee
$57K -$17.6K -300 -23%
WCM
682
Wealthcare Capital Management
Virginia
$57K -$2.35K -40 -4%
BWFA
683
Baltimore-Washington Financial Advisors
Maryland
$57K
AIM
684
Assured Investment Management
New York
$56K -$32.7K -558 -36%
ST
685
Smithfield Trust
Pennsylvania
$56K
VIA
686
Vident Investment Advisory
Georgia
$56K +$57.3K +977 New
CAL
687
Capital Analysts LLC
Pennsylvania
$52.2K
RA
688
Rational Advisors
New York
$52K -$5.52K -94 -9%
RFA
689
Reilly Financial Advisors
California
$52K
SC
690
Searle & Co
Connecticut
$49K
SSG
691
Summit Securities Group
New York
$49K +$49.6K +845 New
WOC
692
West Oak Capital
California
$44.9K
IRS
693
Invictus RG (Singapore)
Singapore
$41K +$41.7K +711 New
WEC
694
Winslow Evans & Crocker
Massachusetts
$40.2K
PSI
695
Pinnacle Summer Investments
Virginia
$40K -$42K -715 -51%
EDRH
696
Edmond de Rothschild Holding
Switzerland
$40K +$40.6K +691 New
FHA
697
First Horizon Advisors
Tennessee
$36K -$6.63K -113 -15%
GAM
698
Gemmer Asset Management
California
$36K
TCOV
699
Trust Company of Vermont
Vermont
$33K -$10.3K -176 -24%
ATC
700
Adirondack Trust Company
New York
$33K