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 %
RWG
701
Regal Wealth Group
California
$56K
DBT
702
Dubuque Bank & Trust
Iowa
$55K
PVH
703
Psagot Value Holdings
Israel
$55K +$55K +760 New
NIM
704
NuWave Investment Management
New Jersey
$53K +$53K +750 New
TFA
705
Transamerica Financial Advisors
Florida
$51K -$530K -7,292 -91%
MFBTD
706
MB Financial Bank - Trust Department
Illinois
$51K
EWM
707
Endurance Wealth Management
Rhode Island
$50K
CAW
708
Cornerstone Advisors (Washington)
Washington
$50K
PCP
709
Proficio Capital Partners
Massachusetts
$50K +$71 +1 +0.1%
HFP
710
Holistic Financial Partners
Indiana
$50K +$430 +6 +0.9%
PSC
711
Prentiss Smith & Co
Vermont
$49K
WTB
712
Washington Trust Bank
Washington
$47K +$3.28K +45 +8%
FRA
713
Front Row Advisors
California
$47K +$3.29K +46 +8%
IIC
714
Integrated Investment Consultants
Michigan
$47K +$47K +651 New
VCM
715
Versant Capital Management
Arizona
$46K -$143 -2 -0.3%
GAM
716
Gemmer Asset Management
California
$46K
PA
717
Parallel Advisors
California
$46K
FNB
718
Farmers National Bank
Kentucky
$46K +$46K +634 New
OIA
719
Optimum Investment Advisors
Illinois
$46K +$46K +643 New
MPWT
720
MassMutual Private Wealth & Trust
Connecticut
$45.2K -$70.5K -980 -61%
IBOK
721
Independence Bank of Kentucky
Kentucky
$45K
SSB
722
Sandy Spring Bank
Maryland
$44K -$7.33K -100 -14%
SIAS
723
Shine Investment Advisory Services
Colorado
$44K
PCTC
724
Perkins Coie Trust Company
Washington
$41K
CAL
725
Capital Advisors Ltd
Ohio
$40K +$72 +1 +0.2%