DFS

Discover Financial Services

Delisted

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

977 hedge funds and large institutions have $28B invested in Discover Financial Services in 2021 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 327 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
977
Holders Change
+41
Holders Change %
+4.38%
% of All Funds
15.09%
Holding in Top 10
9
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-40%
% of All Funds
0.14%
New
143
Increased
327
Reduced
318
Closed
87
Calls
$154M
Puts
$226M
Net Calls
-$72.4M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
701
Washington Trust
Rhode Island
$253K -$29.2K -253 -10%
TU
702
TDAM USA
Ontario, Canada
$252K -$6.82K -59 -3%
DW
703
Domani Wealth
Pennsylvania
$250K
GP
704
Girard Partners
Pennsylvania
$248K
RCA
705
Ranch Capital Advisors
Florida
$247K
EWA
706
EverSource Wealth Advisors
Alabama
$245K +$245K +2,117 New
CPA
707
Capital Planning Advisors
California
$242K -$1.16K -10 -0.5%
CA
708
Cetera Advisors
Colorado
$241K -$34.5K -299 -13%
NSIM
709
North Star Investment Management
Illinois
$240K
EAM
710
Empirical Asset Management
Massachusetts
$240K +$240K +2,078 New
JWCA
711
J.W. Coons Advisors
Ohio
$239K -$2.89K -25 -1%
ST
712
Smithfield Trust
Pennsylvania
$239K
SC
713
Sonen Capital
California
$239K +$239K +2,072 New
TC
714
Trust Company
Kansas
$238K -$45.8K -397 -16%
APW
715
Acima Private Wealth
Virginia
$238K
CBOR
716
Community Bank of Raymore
Missouri
$238K
MAM
717
McLean Asset Management
Virginia
$235K -$2.94K -23 -1%
CAM
718
Cozad Asset Management
Illinois
$233K
EN1L
719
Engine No 1 LLC
California
$232K +$232K +2,006 New
ACM
720
Antonetti Capital Management
Florida
$231K
RCC
721
Red Cedar Capital
Nebraska
$231K
VWA
722
V Wealth Advisors
Kansas
$230K -$11.5K -100 -5%
PA
723
Parallel Advisors
California
$229K -$22.5K -195 -9%
IWM
724
IHT Wealth Management
Illinois
$229K +$116 +1 +0.1%
APP
725
Avantax Planning Partners
Iowa
$229K +$7.28K +63 +3%