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 %
WJWM
851
Williams Jones Wealth Management
New York
– -$249K -1,456 Closed
SWM
852
Seed Wealth Management
Illinois
– -$248K -1,453 Closed
ECM
853
Evergreen Capital Management
Washington
– -$248K -1,452 Closed
LIM
854
Leavell Investment Management
Alabama
– -$248K -1,450 Closed
AA
855
Alta Advisers
United Kingdom
– -$248K -1,450 Closed
TWM
856
Tanager Wealth Management
United Kingdom
– -$246K -1,443 Closed
ATC
857
Argent Trust Co
Tennessee
– -$246K -1,440 Closed
TPWA
858
Twin Peaks Wealth Advisors
California
– -$229K -1,433 Closed
BBHC
859
Brown Brothers Harriman & Co
New York
– -$243K -1,422 Closed
LI
860
LRI Investments
Florida
– -$241K -1,411 Closed
BB
861
Bell Bank
North Dakota
– -$240K -1,408 Closed
HWA
862
HHM Wealth Advisors
Tennessee
– -$240K -1,407 Closed
AA
863
AF Advisors
California
– -$240K -1,405 Closed
RGF
864
Retirement Guys Formula
Ohio
– -$239K -1,400 Closed
GS
865
GWN Securities
Florida
– -$271K -1,398 Closed
GFP
866
Gryphon Financial Partners
Ohio
– -$237K -1,388 Closed
MHC
867
Meyer Handelman Company
New York
– -$236K -1,380 Closed
AIP
868
Almanack Investment Partners
Pennsylvania
– -$233K -1,367 Closed
IC
869
Iconiq Capital
California
– -$232K -1,360 Closed
EIC
870
Equity Investment Corp
Georgia
– -$231K -1,354 Closed
TPI
871
Trust Point Inc
Wisconsin
– -$231K -1,351 Closed
PTC
872
Private Trust Company
Ohio
– -$229K -1,344 Closed
KCM
873
Kathmere Capital Management
Pennsylvania
– -$229K -1,343 Closed
Lazard Asset Management
874
Lazard Asset Management
New York
– -$227K -1,334 Closed
AWE
875
Avidian Wealth Enterprises
Texas
– -$228K -1,334 Closed
33 34
35
36 37