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 %
LS
776
Livforsakringsbolaget Skandia
Sweden
– -$333K -1,949 Closed
PPWP
777
Premier Path Wealth Partners
New Jersey
– -$332K -1,942 Closed
BWP
778
Barlow Wealth Partners
Kentucky
– -$359K -1,940 Closed
JWCA
779
J.W. Coons Advisors
Ohio
– -$331K -1,938 Closed
VA
780
Valmark Advisers
Ohio
– -$328K -1,923 Closed
AWM
781
Aviso Wealth Management
Washington
– -$328K -1,920 Closed
IPW
782
Inlet Private Wealth
Florida
– -$326K -1,910 Closed
FFA
783
Founders Financial Alliance
North Carolina
– -$326K -1,910 Closed
CSB
784
City State Bank
Iowa
– -$323K -1,892 Closed
CWM
785
Calamos Wealth Management
Illinois
– -$322K -1,887 Closed
CPA
786
Court Place Advisors
Maryland
– -$321K -1,878 Closed
PWM
787
Perigon Wealth Management
California
– -$315K -1,848 Closed
VC
788
Vicus Capital
Pennsylvania
– -$316K -1,848 Closed
MPM
789
MBB Public Markets
Illinois
– -$315K -1,846 Closed
MAM
790
McLean Asset Management
Virginia
– -$273K -1,843 Closed
APA
791
Astoria Portfolio Advisors
New York
– -$329K -1,841 Closed
RZH
792
Relyea Zuckerberg Hanson
Connecticut
– -$313K -1,836 Closed
LDB
793
Lee, Danner & Bass
Tennessee
– -$312K -1,825 Closed
WT
794
Washington Trust
Rhode Island
– -$310K -1,818 Closed
AWA
795
Arkadios Wealth Advisors
Georgia
– -$310K -1,817 Closed
FIA
796
Foundations Investment Advisors
Arizona
– -$309K -1,811 Closed
BCWM
797
Bartlett & Co Wealth Management
Ohio
– -$309K -1,810 Closed
GIA
798
Gladstone Institutional Advisory
Florida
– -$308K -1,805 Closed
BFC
799
Bedel Financial Consulting
Indiana
– -$336K -1,786 Closed
SWP
800
Sagespring Wealth Partners
Tennessee
– -$305K -1,785 Closed
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