DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

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10 hedge funds and large institutions have $16.7M invested in Discover Financial Services in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1,128 closing their positions.

Holders
10
Holders Change
-1,150
Holders Change %
-99.14%
% of All Funds
0.13%
Holding in Top 10
–
Holding in Top 10 Change
-40
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
2
Reduced
5
Closed
1,128
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
1
IFP Advisors
Florida
$554K
2
OLVIG
2
Oliver Lagore Vanvalin Investment Group
Michigan
$32.1K
3
SS
3
Sunbelt Securities
Texas
$54.6K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$0
2
Capital World Investors
2
Capital World Investors
California
$0
3
BlackRock
3
BlackRock
New York
$0
4
State Street
4
State Street
Massachusetts
$0
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPC
726
Sigma Planning Corp
Michigan
– – -2,261 Closed
BPA
727
Beacon Pointe Advisors
California
– – -2,254 Closed
BAM
728
Berkshire Asset Management
Pennsylvania
– – -2,228 Closed
OL
729
Optas LLC
Texas
– – -2,227 Closed
RG
730
Renaissance Group
Kentucky
– – -2,222 Closed
JC
731
JBF Capital
Colorado
– – -2,200 Closed
CI
732
CX Institutional
Indiana
– – -2,186 Closed
EWM
733
Empirical Wealth Management
Washington
– – -2,180 Closed
ISWM
734
Independent Solutions Wealth Management
New York
– – -2,171 Closed
VST
735
Van Strum & Towne
California
– – -2,170 Closed
JCM
736
J2 Capital Management
Michigan
– – -2,155 Closed
CAG
737
Csenge Advisory Group
Florida
– – -2,149 Closed
AFG
738
Atomi Financial Group
New York
– – -2,139 Closed
RCA
739
Ranch Capital Advisors
Florida
– – -2,136 Closed
NFC
740
Northeast Financial Consultants
Connecticut
– – -2,130 Closed
FNFDCM
741
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– – -2,128 Closed
PCIA
742
Prime Capital Investment Advisors
Kansas
– – -2,121 Closed
CWS
743
Confluence Wealth Services
Pennsylvania
– – -2,098 Closed
SC
744
SouthState Corp
Florida
– – -2,087 Closed
PFBT
745
Parkside Financial Bank & Trust
Missouri
– – -2,073 Closed
WAM
746
Walker Asset Management
Missouri
– – -2,072 Closed
CBT
747
CoreFirst Bank & Trust
Kansas
– – -2,071 Closed
ARC
748
Advisor Resource Council
Texas
– – -2,069 Closed
APW
749
Acima Private Wealth
Virginia
– – -2,056 Closed
WF
750
Welch & Forbes
Massachusetts
– – -2,048 Closed
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