DFS

Discover Financial Services

Delisted

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

919 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 292 increasing their positions, 326 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
919
Holders Change
+28
Holders Change %
+3.14%
% of All Funds
16.04%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
292
Reduced
326
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Shares
Change %
APP
701
Avantax Planning Partners
Iowa
$227K +$227K +1,915 New
SOW
702
State of Wyoming
Wyoming
$224K +$167K +1,412 +290%
WT
703
Whittier Trust
California
$223K
SWMG
704
Strategic Wealth Management Group
Maryland
$223K +$223K +1,884 New
SAM
705
Strategy Asset Managers
California
$223K +$223K +1,884 New
MAM
706
McLean Asset Management
Virginia
$222K +$222K +1,841 New
FMI
707
F/M Investments
District of Columbia
$219K +$219K +1,859 New
LDB
708
Lee, Danner & Bass
Tennessee
$216K +$216K +1,825 New
SW
709
SVB Wealth
Massachusetts
$215K +$215K +1,818 New
SCA
710
Snowden Capital Advisors
New York
$214K +$214K +1,807 New
SFS
711
Strategic Financial Services
New York
$213K +$213K +1,799 New
ALAM
712
Asahi Life Asset Management
Japan
$213K +$213K +1,800 New
BFPW
713
BOK Financial Private Wealth
Colorado
$212K +$212K +1,793 New
MMA
714
Miracle Mile Advisors
California
$212K +$212K +1,795 New
MIA
715
MainStreet Investment Advisors
Illinois
$212K +$212K +1,795 New
AIP
716
Almanack Investment Partners
Pennsylvania
$210K +$210K +1,777 New
BSW
717
Buckingham Strategic Wealth
Missouri
$210K +$210K +1,779 New
PA
718
Parallel Advisors
California
$207K +$41.9K +355 +25%
HBT
719
Hills Bank & Trust
Iowa
$206K
FPS
720
Fieldpoint Private Securities
Connecticut
$205K +$144K +1,090 +237%
DS
721
DRW Securities
Illinois
$204K +$204K +1,725 New
CRI
722
Colonial River Investments
Virginia
$202K +$202K +1,705 New
LPT
723
Legacy Private Trust
Wisconsin
$201K +$201K +1,700 New
WPW
724
Waldron Private Wealth
Pennsylvania
$201K +$201K +1,702 New
WP
725
WMS Partners
Maryland
$200K +$200K +1,690 New