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 %
4WM
801
44 Wealth Management
Oregon
– – -1,722 Closed
KDA
802
Kraft Davis & Associates
Missouri
– – -1,716 Closed
GF
803
Gries Financial
Ohio
– – -1,716 Closed
NEWAS
804
N.E.W. Advisory Services
Wisconsin
– – -1,707 Closed
FBT
805
First Bank & Trust
South Dakota
– – -1,703 Closed
APC
806
Aspire Private Capital
North Carolina
– – -1,683 Closed
BWA
807
Burt Wealth Advisors
Maryland
– – -1,673 Closed
PCS
808
Personal CFO Solutions
New Jersey
– – -1,660 Closed
WIC
809
Woodmont Investment Counsel
Tennessee
– – -1,654 Closed
PI
810
PFG Investments
New York
– – -1,648 Closed
SB
811
Sunflower Bank
Texas
– – -1,645 Closed
AP
812
Americana Partners
Texas
– – -1,627 Closed
OFS
813
OneAscent Financial Services
Alabama
– – -1,621 Closed
FFA
814
First Foundation Advisors
California
– – -1,619 Closed
CSIC
815
Clifford Swan Investment Counsel
California
– – -1,615 Closed
IWM
816
IHT Wealth Management
Illinois
– – -1,605 Closed
NI
817
NDVR Inc
Massachusetts
– – -1,603 Closed
VCM
818
Versant Capital Management
Arizona
– – -1,597 Closed
LCWP
819
Legacy Capital Wealth Partners
Arkansas
– – -1,595 Closed
TTWM
820
TCV Trust & Wealth Management
Virginia
– – -1,567 Closed
CFB
821
Cullen/Frost Bankers
Texas
– – -1,566 Closed
BCM
822
Brookstone Capital Management
Illinois
– – -1,555 Closed
CFG
823
CMC Financial Group
Georgia
– – -1,553 Closed
WA
824
Waverly Advisors
Alabama
– – -1,549 Closed
PC
825
Permanens Capital
New York
– – -1,546 Closed
31 32
33
34 35