DFS

Discover Financial Services

Delisted

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

936 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 310 increasing their positions, 335 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
936
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.83%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
310
Reduced
335
Closed
90
Calls
$159M
Puts
$362M
Net Calls
-$202M
Net Calls Change
-$68.7M
Name Holding Trade Value Shares
Change
Shares
Change %
T
726
TOBAM
France
$136K +$136K +1,443 New
SWA
727
Sutton Wealth Advisors
Florida
$130K -$1.42K -15 -1%
CCM
728
Covington Capital Management
California
$129K
PCM
729
Penserra Capital Management
California
$124K -$6.01K -64 -5%
OC
730
Oakworth Capital
Alabama
$123K
AF
731
Allworth Financial
California
$122K -$41K -435 -25%
GIA
732
GHP Investment Advisors
Colorado
$121K -$21.5K -227 -15%
WB
733
Webster Bank
Connecticut
$119K
SOW
734
State of Wyoming
Wyoming
$117K -$65.5K -694 -36%
FPS
735
Fieldpoint Private Securities
Connecticut
$113K -$155K -1,640 -58%
TWA
736
TCI Wealth Advisors
Arizona
$104K +$10.4K +110 +11%
EWM
737
Evermay Wealth Management
Virginia
$102K
GRP
738
Global Retirement Partners
California
$100K +$663 +7 +0.7%
PWMG
739
Prestige Wealth Management Group
New Jersey
$99K
PSB
740
Piscataqua Savings Bank
New Hampshire
$98K +$84.9K +900 +647%
GC
741
Globeflex Capital
California
$96K +$96K +1,017 New
SM
742
SG3 Management
Puerto Rico
$95K +$95K +1,000 New
GI
743
Gradient Investments
Minnesota
$92K +$5.02K +53 +6%
HWMA
744
Heritage Wealth Management (Arizona)
Arizona
$90.1K
PTC
745
Private Trust Company
Ohio
$90K +$90K +948 New
VVP
746
Venture Visionary Partners
Ohio
$88.6K +$88.6K +936 New
ME
747
McIlrath & Eck
Washington
$86K
IFA
748
Interactive Financial Advisors
Illinois
$85K
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$84K -$45.5K -483 -35%
CMBA
750
C.M. Bidwell & Associates
Hawaii
$82K +$82K +869 New