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 %
CT
1051
Colonial Trust
South Carolina
– – -96 Closed
GWP
1052
Gen-Wealth Partners
Michigan
– – -95 Closed
VNA
1053
Valley National Advisers
Pennsylvania
– – -95 Closed
MCM
1054
Manchester Capital Management
Vermont
– – -92 Closed
NC
1055
NewSquare Capital
Pennsylvania
– – -91 Closed
PBK
1056
Peoples Bank (Kansas)
Kansas
– – -90 Closed
HNW
1057
High Note Wealth
Minnesota
– – -88 Closed
FFO
1058
Fortitude Family Office
Arizona
– – -87 Closed
CG
1059
Curat Global
New Hampshire
– – -85 Closed
ACA
1060
American Capital Advisory
Idaho
– – -83 Closed
GXJ
1061
Global X Japan
Japan
– – -83 Closed
AFG
1062
Albion Financial Group
Utah
– – -82 Closed
SIC
1063
SJS Investment Consulting
Ohio
– – -76 Closed
SO
1064
Sierra Ocean
California
– – -76 Closed
CWP
1065
Concord Wealth Partners
Virginia
– – -76 Closed
JFG
1066
JDM Financial Group
Texas
– – -75 Closed
BIA
1067
Bell Investment Advisors
California
– – -66 Closed
MFT
1068
Moisand Fitzgerald Tamayo
Florida
– – -61 Closed
CPG
1069
Cornerstone Planning Group
New Jersey
– – -55 Closed
MWM
1070
Mascoma Wealth Management
New Hampshire
– – -54 Closed
AWM
1071
Activest Wealth Management
Florida
– – -54 Closed
MSWA
1072
Marshall & Sterling Wealth Advisors
New York
– – -54 Closed
LWANC
1073
Laurel Wealth Advisors (North Carolina)
North Carolina
– – -53 Closed
AEPWM
1074
Atlantic Edge Private Wealth Management
Florida
– – -50 Closed
PMFA
1075
Plante Moran Financial Advisors
Michigan
– – -50 Closed
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