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 %
NAMP
901
NorthStar Asset Management (Pennsylvania)
Pennsylvania
– -$213K -1,250 Closed
OWA
902
One Wealth Advisors
California
– -$212K -1,242 Closed
OPPS
903
Obsidian Personal Planning Solutions
Maryland
– -$227K -1,241 Closed
PWPS
904
Pinnacle Wealth Planning Services
Ohio
– -$211K -1,239 Closed
BIG
905
Brookwood Investment Group
Arizona
– -$211K -1,237 Closed
SWM
906
Silverlake Wealth Management
Vermont
– -$211K -1,236 Closed
First Manhattan
907
First Manhattan
New York
– -$210K -1,233 Closed
PCM
908
Penserra Capital Management
California
– -$209K -1,229 Closed
KIA
909
KCM Investment Advisors
California
– -$209K -1,223 Closed
SAG
910
SageView Advisory Group
California
– -$208K -1,221 Closed
CCFM
911
Clear Creek Financial Management
Washington
– -$208K -1,218 Closed
DWP
912
Daymark Wealth Partners
Ohio
– -$208K -1,217 Closed
JG
913
Jain Global
New York
– -$205K -1,200 Closed
BBA
914
Baader Bank Aktiengesellschaft
Germany
– -$203K -1,187 Closed
JSW
915
Journey Strategic Wealth
New Jersey
– -$202K -1,186 Closed
GVAG
916
Great Valley Advisor Group
Delaware
– -$203K -1,186 Closed
PFGIA
917
Patriot Financial Group Insurance Agency
Massachusetts
– -$200K -1,174 Closed
OC
918
Oakworth Capital
Alabama
– -$196K -1,150 Closed
NS
919
NBC Securities
Alabama
– -$194K -1,142 Closed
TCA
920
Trifecta Capital Advisors
Illinois
– -$195K -1,142 Closed
PIM
921
Plato Investment Management
Australia
– -$191K -1,108 Closed
CAL
922
Capital Advisors Ltd
Ohio
– -$179K -1,048 Closed
CSP
923
Cary Street Partners
Virginia
– -$176K -1,031 Closed
CSPIA
924
Cary Street Partners Investment Advisory
Virginia
– -$175K -1,025 Closed
ANBT
925
American National Bank & Trust
Texas
– -$172K -1,008 Closed
35 36
37
38 39