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 %
ATC
851
Argent Trust Co
Tennessee
– – -1,440 Closed
TPWA
852
Twin Peaks Wealth Advisors
California
– – -1,433 Closed
BBHC
853
Brown Brothers Harriman & Co
New York
– – -1,422 Closed
LI
854
LRI Investments
Florida
– – -1,411 Closed
BB
855
Bell Bank
North Dakota
– – -1,408 Closed
HWA
856
HHM Wealth Advisors
Tennessee
– – -1,407 Closed
AA
857
AF Advisors
California
– – -1,405 Closed
RGF
858
Retirement Guys Formula
Ohio
– – -1,400 Closed
GS
859
GWN Securities
Florida
– – -1,398 Closed
GFP
860
Gryphon Financial Partners
Ohio
– – -1,388 Closed
MHC
861
Meyer Handelman Company
New York
– – -1,380 Closed
AIP
862
Almanack Investment Partners
Pennsylvania
– – -1,367 Closed
IC
863
Iconiq Capital
California
– – -1,360 Closed
EIC
864
Equity Investment Corp
Georgia
– – -1,354 Closed
TPI
865
Trust Point Inc
Wisconsin
– – -1,351 Closed
PTC
866
Private Trust Company
Ohio
– – -1,344 Closed
KCM
867
Kathmere Capital Management
Pennsylvania
– – -1,343 Closed
COCM
868
Charter Oak Capital Management
New Hampshire
– – -1,334 Closed
Lazard Asset Management
869
Lazard Asset Management
New York
– – -1,334 Closed
AWE
870
Avidian Wealth Enterprises
Texas
– – -1,334 Closed
SW
871
SkyOak Wealth
Michigan
– – -1,329 Closed
DAM
872
Doheny Asset Management
California
– – -1,325 Closed
HCM
873
Howard Capital Management
Georgia
– – -1,322 Closed
FMLI
874
Fukoku Mutual Life Insurance
Japan
– – -1,321 Closed
OAM
875
Ostrum Asset Management
France
– – -1,321 Closed
33 34
35
36 37