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 %
FCAS
1026
First Command Advisory Services
Texas
– – -145 Closed
AGWCA
1027
Annis Gardner Whiting Capital Advisors
Florida
– – -141 Closed
GKIM
1028
GW&K Investment Management
Massachusetts
– – -135 Closed
BWL
1029
Bogart Wealth LLC
Virginia
– – -131 Closed
BL
1030
BFSG LLC
California
– – -130 Closed
RBC
1031
Roble Belko & Company
Pennsylvania
– – -129 Closed
SC
1032
Solstein Capital
California
– – -128 Closed
BBPWM
1033
Blue Bell Private Wealth Management
Pennsylvania
– – -128 Closed
OP
1034
ORG Partners
Indiana
– – -127 Closed
CWM
1035
Compass Wealth Management
Connecticut
– – -125 Closed
PWA
1036
Physician Wealth Advisors
Utah
– – -120 Closed
CIAS
1037
CBIZ Investment Advisory Services
Ohio
– – -120 Closed
AW
1038
Avion Wealth
Texas
– – -113 Closed
PFSC
1039
Peoples Financial Services Corp
Pennsylvania
– – -109 Closed
RAM
1040
Riggs Asset Management
Pennsylvania
– – -108 Closed
OPTFSNA
1041
Old Point Trust & Financial Services N A
Virginia
– – -107 Closed
WA
1042
Whipplewood Advisors
Colorado
– – -105 Closed
WTA
1043
Washington Trust Advisors
Massachusetts
– – -100 Closed
CHC
1044
City Holding Co
West Virginia
– – -100 Closed
CWM
1045
CarsonAllaria Wealth Management
Illinois
– – -100 Closed
GI
1046
GS Investments
Minnesota
– – -100 Closed
OW
1047
Olistico Wealth
Oklahoma
– – -100 Closed
CMP
1048
Coston McIsaac & Partners
Maine
– – -100 Closed
PWMG
1049
Private Wealth Management Group
New Jersey
– – -99 Closed
SCB
1050
Saudi Central Bank
Saudi Arabia
– – -99 Closed
40 41
42
43 44