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 %
LB
1026
Legacy Bridge
Iowa
– -$25.6K -150 Closed
OWP
1027
ORG Wealth Partners
Texas
– -$25.7K -150 Closed
CAM
1028
Creekmur Asset Management
Illinois
– -$25.6K -150 Closed
FUBT
1029
First United Bank & Trust
Maryland
– -$25.6K -150 Closed
OWA
1030
Opal Wealth Advisors
New York
– -$24.9K -146 Closed
VWA
1031
Valued Wealth Advisors
Utah
– -$24.7K -145 Closed
FCAS
1032
First Command Advisory Services
Texas
– -$24.8K -145 Closed
AGWCA
1033
Annis Gardner Whiting Capital Advisors
Florida
– -$24.1K -141 Closed
GKIM
1034
GW&K Investment Management
Massachusetts
– -$23K -135 Closed
BWL
1035
Bogart Wealth LLC
Virginia
– -$22.4K -131 Closed
BL
1036
BFSG LLC
California
– -$22.2K -130 Closed
RBC
1037
Roble Belko & Company
Pennsylvania
– -$22K -129 Closed
SC
1038
Solstein Capital
California
– -$21.9K -128 Closed
BBPWM
1039
Blue Bell Private Wealth Management
Pennsylvania
– -$21.9K -128 Closed
OP
1040
ORG Partners
Indiana
– -$21.7K -127 Closed
CWM
1041
Compass Wealth Management
Connecticut
– -$21.3K -125 Closed
PWA
1042
Physician Wealth Advisors
Utah
– -$20.5K -120 Closed
CIAS
1043
CBIZ Investment Advisory Services
Ohio
– -$20.5K -120 Closed
AW
1044
Avion Wealth
Texas
– -$19K -113 Closed
PFSC
1045
Peoples Financial Services Corp
Pennsylvania
– -$18.6K -109 Closed
RAM
1046
Riggs Asset Management
Pennsylvania
– -$18.4K -108 Closed
OPTFSNA
1047
Old Point Trust & Financial Services N A
Virginia
– -$18.3K -107 Closed
WA
1048
Whipplewood Advisors
Colorado
– -$15.4K -105 Closed
GI
1049
GS Investments
Minnesota
– -$17.1K -100 Closed
WTA
1050
Washington Trust Advisors
Massachusetts
– -$17.1K -100 Closed
40 41
42
43 44