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 %
MSWA
1076
Marshall & Sterling Wealth Advisors
New York
– -$9.22K -54 Closed
MWM
1077
Mascoma Wealth Management
New Hampshire
– -$9.22K -54 Closed
AWM
1078
Activest Wealth Management
Florida
– -$9.22K -54 Closed
LWANC
1079
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$9.05K -53 Closed
PMFA
1080
Plante Moran Financial Advisors
Michigan
– -$8.54K -50 Closed
ECM
1081
Estabrook Capital Management
New York
– -$8.54K -50 Closed
BI
1082
Binnacle Investments
Iowa
– -$8.54K -50 Closed
AEPWM
1083
Atlantic Edge Private Wealth Management
Florida
– -$8.54K -50 Closed
SFG
1084
Stonebridge Financial Group
Pennsylvania
– -$8.36K -49 Closed
GCM
1085
Gladstone Capital Management
United Kingdom
– -$8.36K -49 Closed
FMP
1086
Financial Management Professionals
Texas
– -$7.85K -46 Closed
MHR
1087
Matthew Hamilton Rosenberg
– -$7.51K -44 Closed
BCMLT
1088
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$6.85K -40 Closed
IWP
1089
IAG Wealth Partners
Wisconsin
– -$6.83K -40 Closed
FGA
1090
Fortis Group Advisors
New Jersey
– -$6.49K -38 Closed
NC
1091
North Capital
Utah
– -$6.49K -38 Closed
VFM
1092
Vision Financial Markets
Connecticut
– -$6K -35 Closed
CFD
1093
Creative Financial Designs
Indiana
– -$5.98K -35 Closed
MSWM
1094
Mowery & Schoenfeld Wealth Management
Illinois
– -$5.98K -35 Closed
1L
1095
10Elms LLP
Oklahoma
– -$5.29K -31 Closed
TFM
1096
TFC Financial Management
Massachusetts
– -$5.14K -30 Closed
BAM
1097
Byrne Asset Management
New Jersey
– -$5.12K -30 Closed
GSWM
1098
Golden State Wealth Management
California
– -$4.95K -29 Closed
WCM
1099
WealthTrak Capital Management
Virginia
– -$4.78K -28 Closed
PWMG
1100
Prestige Wealth Management Group
New Jersey
– -$4.78K -28 Closed
42 43
44
45 46