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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
AIM
701
Advantage Investment Management
Iowa
$8K
PO
702
Private Ocean
California
$8K
LWM
703
LBA Wealth Management
Florida
$7K
PFSC
704
Peoples Financial Services Corp
Pennsylvania
$7K
WTC
705
WhitTier Trust Company
Nevada
$7K
LNB
706
Ledyard National Bank
$6K -$78.3K -1,440 -93%
GI
707
Gradient Investments
Minnesota
$6K -$7.67K -141 -54%
CAW
708
Cornerstone Advisors (Washington)
Washington
$6K
PFBT
709
Parkside Financial Bank & Trust
Missouri
$6K
PG
710
Patten Group
Tennessee
$5.2K
PCP
711
Proficio Capital Partners
Massachusetts
$5K -$1.96K -36 -31%
NYLT
712
New York Life Trust
New York
$5K +$4.68K +86 New
PRS
713
Pinkerton Retirement Specialists
Idaho
$5K +$4.68K +86 New
AF
714
Allworth Financial
California
$4K
ARMC
715
American Research & Management Company
Massachusetts
$4K
JIC
716
Joel Isaacson & Co
New York
$4K
JCM
717
Jacobi Capital Management
Pennsylvania
$4K +$3.7K +68 New
HCM
718
Highlander Capital Management
New Jersey
$3K
VIA
719
Vantage Investment Advisors
Pennsylvania
$3K +$2.94K +54 New
AIM
720
Anchor Investment Management
South Carolina
$2.68K
ECM
721
Estabrook Capital Management
New York
$2.68K
BFEC
722
Benjamin F. Edwards & Company
Missouri
$2K -$10.9K -200 -83%
DPA
723
Delphi Private Advisors
California
$2K +$1.14K +21 +124%
SCM
724
Southport Capital Management
Tennessee
$2K +$1.79K +33 New
MUS
725
Mitsubishi UFJ Securities
Japan
$2K +$2.18K +40 New