DFS

Discover Financial Services
DFS

Overview Fund Activity
Delisted

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

Back to rankings

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 %
PFBT
751
Parkside Financial Bank & Trust
Missouri
– -$354K -2,073 Closed
WAM
752
Walker Asset Management
Missouri
– -$354K -2,072 Closed
CBT
753
CoreFirst Bank & Trust
Kansas
– -$354K -2,071 Closed
ARC
754
Advisor Resource Council
Texas
– -$316K -2,069 Closed
APW
755
Acima Private Wealth
Virginia
– -$351K -2,056 Closed
JF
756
Jump Financial
Illinois
– -$350K -2,048 Closed
WF
757
Welch & Forbes
Massachusetts
– -$350K -2,048 Closed
KWM
758
Kingsview Wealth Management
Oregon
– -$347K -2,036 Closed
CAM
759
Cozad Asset Management
Illinois
– -$348K -2,036 Closed
WWM
760
Western Wealth Management
Colorado
– -$347K -2,032 Closed
BFA
761
Bragg Financial Advisors
North Carolina
– -$345K -2,023 Closed
FWTB
762
First Western Trust Bank
Colorado
– -$345K -2,023 Closed
PI
763
Pettee Investors
Connecticut
– -$345K -2,020 Closed
BIM
764
Bridges Investment Management
Nebraska
– -$345K -2,020 Closed
EI
765
Ellevest Inc
New York
– -$344K -2,017 Closed
CAS
766
CTC Alternative Strategies
Illinois
– -$341K -2,000 Closed
SAM
767
Smartleaf Asset Management
Massachusetts
– -$318K -2,000 Closed
JC
768
JBGlobal.com
New York
– -$341K -1,996 Closed
DWM
769
Dakota Wealth Management
Florida
– -$340K -1,993 Closed
IAA
770
Independent Advisor Alliance
North Carolina
– -$340K -1,992 Closed
QC
771
Quent Capital
New York
– -$339K -1,989 Closed
GEM
772
Global Endowment Management
North Carolina
– -$339K -1,986 Closed
PP
773
PDS Planning
Ohio
– -$336K -1,971 Closed
LA
774
Legacy Advisors
Pennsylvania
– -$335K -1,965 Closed
CGL
775
Clarius Group LLC
Washington
– -$333K -1,953 Closed
29 30
31
32 33