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 1,135 closing their positions.

New
Increased
Maintained
Reduced
Closed
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
1,135
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IA
IFP Advisors
Florida
+$171K
2
SS
Sunbelt Securities
Texas
+$1.56K

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$5.32B
2
Capital World Investors
Capital World Investors
California
-$3.53B
3
BlackRock
BlackRock
New York
-$3.51B
4
State Street
State Street
Massachusetts
-$1.87B
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.1B
Name Holding Trade Value Shares
Change 		Shares
Change %
CW
726
CreativeOne Wealth
Kansas
– -$399K -2,340 Closed
GL
727
Graypoint LLC
New York
– -$397K -2,328 Closed
MOS
728
MGO One Seven
Ohio
– -$394K -2,306 Closed
EWA
729
EverSource Wealth Advisors
Alabama
– -$391K -2,292 Closed
RBFC
730
Roman Butler Fullerton & Co
Missouri
– -$365K -2,278 Closed
FIB
731
First Interstate Bank
Montana
– -$388K -2,273 Closed
SPC
732
Sigma Planning Corp
Michigan
– -$386K -2,261 Closed
BPA
733
Beacon Pointe Advisors
California
– -$385K -2,254 Closed
BAM
734
Berkshire Asset Management
Pennsylvania
– -$428K -2,228 Closed
OL
735
Optas LLC
Texas
– -$380K -2,227 Closed
RG
736
Renaissance Group
Kentucky
– -$379K -2,222 Closed
JC
737
JBF Capital
Colorado
– -$376K -2,200 Closed
CI
738
CX Institutional
Indiana
– -$373K -2,186 Closed
EWM
739
Empirical Wealth Management
Washington
– -$372K -2,180 Closed
ISWM
740
Independent Solutions Wealth Management
New York
– -$371K -2,171 Closed
VST
741
Van Strum & Towne
California
– -$370K -2,170 Closed
JCM
742
J2 Capital Management
Michigan
– -$368K -2,155 Closed
CAG
743
Csenge Advisory Group
Florida
– -$343K -2,149 Closed
AFG
744
Atomi Financial Group
New York
– -$365K -2,139 Closed
RCA
745
Ranch Capital Advisors
Florida
– -$365K -2,136 Closed
NFC
746
Northeast Financial Consultants
Connecticut
– -$364K -2,130 Closed
FNFDCM
747
Folger Nolan Fleming Douglas Capital Management
District of Columbia
– -$363K -2,128 Closed
PCIA
748
Prime Capital Investment Advisors
Kansas
– -$362K -2,121 Closed
CWS
749
Confluence Wealth Services
Pennsylvania
– -$375K -2,098 Closed
SC
750
SouthState Corp
Florida
– -$356K -2,087 Closed
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