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 %
IPW
751
Inlet Private Wealth
Florida
$379K -$173K -1,000 -31%
PPWP
752
Premier Path Wealth Partners
New Jersey
$376K
MC
753
Maverick Capital
Texas
$375K +$375K +2,164 New
EWA
754
EverSource Wealth Advisors
Alabama
$374K -$5.72K -33 -2%
VA
755
Valmark Advisers
Ohio
$371K +$74.1K +428 +25%
AFG
756
Atomi Financial Group
New York
$371K +$23.7K +137 +7%
RCA
757
Ranch Capital Advisors
Florida
$370K
HI
758
Harbour Investments
Wisconsin
$370K +$8.66K +50 +2%
NFC
759
Northeast Financial Consultants
Connecticut
$369K
FNFDCM
760
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$369K -$71.4K -412 -16%
SBIA
761
Sheaff Brock Investment Advisors
Indiana
$365K +$106K +610 +41%
PWM
762
Perigon Wealth Management
California
$364K +$12.4K +67 +4%
BWP
763
Barlow Wealth Partners
Kentucky
$364K
GCM
764
Gallacher Capital Management
Colorado
$360K +$27.5K +159 +8%
CBT
765
CoreFirst Bank & Trust
Kansas
$359K
WAM
766
Walker Asset Management
Missouri
$358K +$866 +5 +0.2%
CI
767
CX Institutional
Indiana
$358K -$173 -1 -0%
APW
768
Acima Private Wealth
Virginia
$356K
RZH
769
Relyea Zuckerberg Hanson
Connecticut
$355K +$2.6K +15 +0.7%
AI
770
Atom Investors
Texas
$355K -$250K -1,441 -41%
CAM
771
Cozad Asset Management
Illinois
$353K
FA
772
Fedenia Advisers
Wisconsin
$352K +$352K +2,032 New
BFA
773
Bragg Financial Advisors
North Carolina
$350K
FWTB
774
First Western Trust Bank
Colorado
$350K
BIM
775
Bridges Investment Management
Nebraska
$350K -$1.27M -7,319 -78%