DFS

Discover Financial Services

Delisted

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

1,160 hedge funds and large institutions have $36.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 386 increasing their positions, 437 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,160
Holders Change
-1
Holders Change %
-0.09%
% of All Funds
15.76%
Holding in Top 10
40
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.11%
% of All Funds
0.54%
New
130
Increased
386
Reduced
437
Closed
110
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
701
Valeo Financial Advisors
Indiana
$446K +$19.1K +112 +4%
CL
702
CSS LLC
Illinois
$443K +$443K +2,598 New
AWM
703
Axxcess Wealth Management
California
$442K -$12.6K -74 -3%
CCA
704
Checchi Capital Advisers
California
$439K -$1.02K -6 -0.2%
EFS
705
Essex Financial Services
Connecticut
$438K -$50.5K -296 -10%
CBA
706
Coastal Bridge Advisors
Connecticut
$437K +$437K +2,560 New
IAN
707
Integrated Advisors Network
Texas
$436K -$378K -2,213 -46%
MWM
708
Mission Wealth Management
California
$436K -$4.44K -26 -1%
SAI
709
Systematic Alpha Investments
New Jersey
$435K
CI
710
Cigna Investments
Connecticut
$434K -$4.62K -27 -1%
GSB
711
Greenfield Savings Bank
Massachusetts
$433K
Fisher Asset Management
712
Fisher Asset Management
Washington
$432K +$53.1K +311 +14%
HI
713
Harbour Investments
Wisconsin
$432K +$68.1K +399 +19%
AF
714
Advisornet Financial
Minnesota
$431K +$854 +5 +0.2%
GFA
715
Gallagher Fiduciary Advisors
Illinois
$431K +$12.8K +75 +3%
PIP
716
Peachtree Investment Partners
Florida
$430K
BAM
717
Berkshire Asset Management
Pennsylvania
$428K
HIIFS
718
Harel Insurance Investments & Financial Services
Israel
$427K +$427K +2,500 New
BMO
719
Beck Mack & Oliver
New York
$427K
ONB
720
Old National Bancorp
Indiana
$423K -$189K -1,106 -31%
RFC
721
Regions Financial Corp
Alabama
$418K -$24.1K -141 -5%
KA
722
Kozak & Associates
Colorado
$418K
AIP
723
Ameritas Investment Partners
Nebraska
$418K
TWM
724
TriaGen Wealth Management
California
$417K
IQI
725
Integrated Quantitative Investments
Washington
$417K