DFS

Discover Financial Services

Delisted

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

1,161 hedge funds and large institutions have $37.6B invested in Discover Financial Services in 2024 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 350 increasing their positions, 412 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+112
Holders Change %
+10.68%
% of All Funds
15.46%
Holding in Top 10
37
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+68.18%
% of All Funds
0.49%
New
200
Increased
350
Reduced
412
Closed
69
Calls
$269M
Puts
$257M
Net Calls
+$11.7M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Shares
Change %
DWM
701
Dakota Wealth Management
Florida
$462K +$19.6K +113 +4%
Parallax Volatility Advisers
702
Parallax Volatility Advisers
California
$455K +$455K +2,625 New
LCWP
703
Legacy Capital Wealth Partners
Arkansas
$453K +$19.4K +112 +4%
BAM
704
Berkshire Asset Management
Pennsylvania
$450K -$13.5K -67 -3%
RG
705
Renaissance Group
Kentucky
$450K -$18.4K -106 -4%
BBP
706
Banco BTG Pactual
Brazil
$449K +$449K +2,578 New
MG
707
Mather Group
Illinois
$449K +$18K +104 +4%
RFC
708
Regions Financial Corp
Alabama
$448K -$28.1K -162 -6%
MWM
709
Mission Wealth Management
California
$447K -$2.77K -16 -0.6%
CCA
710
Checchi Capital Advisers
California
$446K +$7.62K +44 +2%
CI
711
Cigna Investments
Connecticut
$445K -$6.42K -37 -1%
SAM
712
Silvercrest Asset Management
New York
$445K
OIA
713
OneDigital Investment Advisors
Kansas
$443K -$508K -2,933 -53%
VV
714
Verity & Verity
South Carolina
$443K -$315K -1,821 -42%
SAI
715
Systematic Alpha Investments
New Jersey
$441K
DIM
716
DLK Investment Management
California
$440K +$440K +2,539 New
GSB
717
Greenfield Savings Bank
Massachusetts
$439K
AF
718
Advisornet Financial
Minnesota
$437K +$66.7K +385 +18%
WI
719
Wedgewood Investors
Pennsylvania
$437K
PIP
720
Peachtree Investment Partners
Florida
$436K
FFA
721
Farther Finance Advisors
California
$436K +$103K +593 +31%
CW
722
CreativeOne Wealth
Kansas
$435K +$48.5K +280 +13%
BMO
723
Beck Mack & Oliver
New York
$433K -$6.93K -40 -2%
VFA
724
Valeo Financial Advisors
Indiana
$433K -$26.5K -153 -6%
GFA
725
Gallagher Fiduciary Advisors
Illinois
$424K +$61.7K +356 +17%