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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
ST
701
Stifel Trust
Missouri
$12K
HRIA
702
Haberer Registered Investment Advisor
Ohio
$10K
KT
703
Kanaly Trust
Texas
$10K
OC
704
Oakworth Capital
Alabama
$10K
SMG
705
Spectrum Management Group
Indiana
$10K
ANBT
706
American National Bank & Trust
Texas
$10K +$9.53K +152 New
FCCM
707
First City Capital Management
Georgia
$9.79K
DBT
708
Dubuque Bank & Trust
Iowa
$9K
PFSC
709
Peoples Financial Services Corp
Pennsylvania
$9K
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$9K +$7.83K +125 +625%
BAM
711
Barrett Asset Management
New York
$8K
LWM
712
LBA Wealth Management
Florida
$8K
WTC
713
WhitTier Trust Company
Nevada
$8K
MA
714
MCF Advisors
Kentucky
$8K +$7.33K +117 New
AC
715
Alexandria Capital
Virginia
$7K
AW
716
Alpha Windward
Massachusetts
$6K
BFEC
717
Benjamin F. Edwards & Company
Missouri
$6K
Acadian Asset Management
718
Acadian Asset Management
Massachusetts
$6K +$5.7K +91 New
ARMC
719
American Research & Management Company
Massachusetts
$5K
CWM
720
Cranbrook Wealth Management
Michigan
$5K
FFC
721
First Financial Corp
Indiana
$5K
GGPS
722
Gary Goldberg Planning Services
New York
$5K +$4.64K +74 New
FAM
723
Fortaleza Asset Management
Illinois
$4K -$1.25K -20 -25%
CAW
724
Cornerstone Advisors (Washington)
Washington
$4K -$627 -10 -15%
HCM
725
Highlander Capital Management
New Jersey
$3.22K