DFS

Discover Financial Services

Delisted

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

850 hedge funds and large institutions have $22.2B invested in Discover Financial Services in 2018 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 248 increasing their positions, 351 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
850
Holders Change
+13
Holders Change %
+1.55%
% of All Funds
19.51%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.32%
New
97
Increased
248
Reduced
351
Closed
77
Calls
$107M
Puts
$130M
Net Calls
-$23M
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Shares
Change %
CIP
676
Convergence Investment Partners
Florida
$95K +$95K +1,316 New
WB
677
Webster Bank
Connecticut
$94K +$3.61K +50 +4%
GRP
678
Global Retirement Partners
California
$94K +$8.05K +112 +9%
SWA
679
Sutton Wealth Advisors
Florida
$93.8K
OFW
680
Omnia Family Wealth
Florida
$93K +$286 +4 +0.3%
CHP
681
Cable Hill Partners
Oregon
$92K
MGIA
682
Moneta Group Investment Advisors
Missouri
$89K +$76.4K +1,060 +606%
AssetMark Inc
683
AssetMark Inc
California
$87K -$31.1K -433 -26%
GWA
684
Guidant Wealth Advisors
Illinois
$87K +$759 +11 +0.9%
GFP
685
Gryphon Financial Partners
Ohio
$86K -$2.02K -28 -2%
AIM
686
Assured Investment Management
New York
$85K +$85K +1,184 New
CPA
687
Clear Perspective Advisors
Illinois
$83K -$14.5K -201 -15%
TCOV
688
Trust Company of Vermont
Vermont
$82K -$3.62K -50 -4%
Lazard Asset Management
689
Lazard Asset Management
New York
$82K +$79.3K +1,109 +2,918%
NIT
690
NumerixS Investment Technologies
British Columbia, Canada
$73K +$73K +1,036 New
AIM
691
Arcadia Investment Management
Michigan
$71K
DSI
692
Daiwa SB Investments
Japan
$66K -$498K -6,940 -88%
WCM
693
Wealthcare Capital Management
Virginia
$66K
SP
694
SWS Partners
Ohio
$65K +$280 +4 +0.4%
BWA
695
Burt Wealth Advisors
Maryland
$61K
GLI
696
Guardian Life Insurance
New York
$60K -$26.6K -371 -31%
THWM
697
Taylor Hoffman Wealth Management
Virginia
$60K
BBA
698
Braun-Bostich & Associates
Pennsylvania
$59K -$54.4K -761 -48%
JFA
699
JNBA Financial Advisors
Minnesota
$57K
WOC
700
West Oak Capital
California
$56.1K