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 %
IPW
776
Inlet Private Wealth
Florida
– – -1,910 Closed
FFA
777
Founders Financial Alliance
North Carolina
– – -1,910 Closed
CSB
778
City State Bank
Iowa
– – -1,892 Closed
CWM
779
Calamos Wealth Management
Illinois
– – -1,887 Closed
CPA
780
Court Place Advisors
Maryland
– – -1,878 Closed
PWM
781
Perigon Wealth Management
California
– – -1,848 Closed
VC
782
Vicus Capital
Pennsylvania
– – -1,848 Closed
MPM
783
MBB Public Markets
Illinois
– – -1,846 Closed
MAM
784
McLean Asset Management
Virginia
– – -1,843 Closed
APA
785
Astoria Portfolio Advisors
New York
– – -1,841 Closed
RZH
786
Relyea Zuckerberg Hanson
Connecticut
– – -1,836 Closed
LDB
787
Lee, Danner & Bass
Tennessee
– – -1,825 Closed
WT
788
Washington Trust
Rhode Island
– – -1,818 Closed
AWA
789
Arkadios Wealth Advisors
Georgia
– – -1,817 Closed
FIA
790
Foundations Investment Advisors
Arizona
– – -1,811 Closed
BCWM
791
Bartlett & Co Wealth Management
Ohio
– – -1,810 Closed
GIA
792
Gladstone Institutional Advisory
Florida
– – -1,805 Closed
BFC
793
Bedel Financial Consulting
Indiana
– – -1,786 Closed
SWP
794
Sagespring Wealth Partners
Tennessee
– – -1,785 Closed
AFA
795
AA Financial Advisors
Ohio
– – -1,770 Closed
PRI
796
Prepared Retirement Institute
Pennsylvania
– – -1,752 Closed
TLFA
797
True Link Financial Advisors
California
– – -1,749 Closed
CS
798
Cannell & Spears
New York
– – -1,740 Closed
HBT
799
Hills Bank & Trust
Iowa
– – -1,724 Closed
AAS
800
Ameritas Advisory Services
Nebraska
– – -1,723 Closed
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