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DFS

Discover Financial Services

Delisted

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

729 hedge funds and large institutions have $18.6B invested in Discover Financial Services in 2016 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 267 increasing their positions, 280 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 48

14% more call options, than puts

Call options by funds: $177M | Put options by funds: $155M

3% more funds holding

Funds holding: 707729 (+22)

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$679M)

5% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 280

3.02% less ownership

Funds ownership: 87.27%84.25% (-3%)

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
729
Holders Change
+22
Holders Change %
+3.11%
% of All Funds
19.46%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.29%
New
77
Increased
267
Reduced
280
Closed
48
Calls
$177M
Puts
$155M
Net Calls
+$22.1M
Net Calls Change
-$40.7M
Name Holding Trade Value Shares
Change
Change in
Stake
HIIFS
676
Harel Insurance Investments & Financial Services
Israel
$27K +$27.2K +500 New
ACS
677
Archford Capital Strategies
Illinois
$27K +$27.7K +510 New
BWA
678
Burt Wealth Advisors
Maryland
$23K -$1.47K -27 -6%
NCM
679
Nelson Capital Management
California
$23K +$23.7K +435 New
HR
680
Howe & Rusling
New York
$21K -$67.6K -1,242 -76%
MRCM
681
M&R Capital Management
New Jersey
$21K +$21.8K +400 New
FPB
682
First PREMIER Bank
South Dakota
$20K +$15.8K +290 +372%
IR
683
Invictus RG
Bermuda
$20K +$20.7K +380 New
CFA
684
Carroll Financial Associates
North Carolina
$18K
SSB
685
Sandy Spring Bank
Maryland
$18K
ATC
686
Adirondack Trust Company
New York
$17K
M
687
MOTCO
Texas
$17K
SAM
688
Shamrock Asset Management
Texas
$17K
WP
689
WealthPLAN Partners
Nebraska
$16.1K +$44.9K +825 New
FPFS
690
First Personal Financial Services
North Carolina
$15K +$15.4K +283 New
TFO
691
Tarbox Family Office
California
$14K
WA
692
WealthTrust-Arizona
Arizona
$14K
SBL
693
Sargent Bickham Lagudis
Colorado
$14K +$2.72K +50 +24%
Carson Wealth (CWM LLC)
694
Carson Wealth (CWM LLC)
Nebraska
$13K
WAS
695
WESPAC Advisors SoCal
California
$11.3K
RFA
696
Reilly Financial Advisors
California
$11K -$2.72K -50 -19%
IPC
697
Independent Portfolio Consultants
Florida
$10K -$59.6K -1,095 -86%
KF
698
Krilogy Financial
Missouri
$10K +$5.28K +97 +114%
CCM
699
Cribstone Capital Management
Maine
$10K +$10.1K +185 New
PFO
700
Pathstone Family Office
New Jersey
$9K +$9.52K +175 New