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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

924 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 294 increasing their positions, 328 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more capital invested

Capital invested by funds: $24.7B → $30.5B (+$5.78B)

3% more funds holding

Funds holding: 896924 (+28)

0.41% less ownership

Funds ownership: 85.32%84.91% (-0.41%)

6% less call options, than puts

Call options by funds: $254M | Put options by funds: $270M

10% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 328

Holders
924
Holders Change
+28
Holders Change %
+3.13%
% of All Funds
16.08%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
294
Reduced
328
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
251
Putnam Investments
Massachusetts
$5.22M -$5.55M -49,108 -53%
Neuberger Berman Group
252
Neuberger Berman Group
New York
$5.2M +$92.4K +817 +2%
Public Employees Retirement Association of Colorado
253
Public Employees Retirement Association of Colorado
Colorado
$5.04M
Franklin Resources
254
Franklin Resources
California
$4.9M +$1.54M +13,642 +49%
CII
255
Capital International Inc
California
$4.83M +$426K +3,769 +10%
II
256
IFM Investors
Australia
$4.79M +$702K +6,212 +18%
UIM
257
USS Investment Management
United Kingdom
$4.79M -$181K -1,600 -4%
M&T Bank
258
M&T Bank
New York
$4.71M -$161K -1,421 -3%
WB
259
WesBanco Bank
West Virginia
$4.7M -$181K -1,600 -4%
CA
260
Capitolis Advisors
New York
$4.56M -$12.4M -109,392 -74%
COPPSERS
261
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.52M -$17.9K -158 -0.4%
Jacobs Levy Equity Management
262
Jacobs Levy Equity Management
New Jersey
$4.5M +$4.3M +38,044 New
DZ Bank
263
DZ Bank
Germany
$4.5M -$4.61M -40,772 -52%
PA
264
Pinnacle Associates
New York
$4.45M -$1.85M -16,373 -30%
AIMCA
265
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.37M -$12.9K -114 -0.3%
JG
266
Jefferies Group
New York
$4.14M +$2.78M +24,575 +235%
BWM
267
BerganKDV Wealth Management
Minnesota
$4.12M +$178K +1,578 +5%
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$4.12M -$48.1K -425 -1%
NAM
269
Nissay Asset Management
Japan
$4.12M +$451K +3,988 +13%
KTA
270
Keeley-Teton Advisors
Illinois
$4.1M -$70K -619 -2%
Cambridge Investment Research Advisors
271
Cambridge Investment Research Advisors
Iowa
$4.09M +$718K +6,354 +22%
Cerity Partners
272
Cerity Partners
New York
$4.06M -$129K -1,142 -3%
TPCM
273
Three Peaks Capital Management
Colorado
$4.05M +$44.3K +392 +1%
CG
274
Colony Group
Massachusetts
$4.03M +$65K +575 +2%
X
275
Xponance
Pennsylvania
$4.03M +$2.37M +20,933 +159%

DFS Hedge Fund Activity: Q2 2021 in Review

924 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2021, worth a combined $30.5B — up 23% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new DFS positions and 82 closed out — a net gain of 36 holders — while 294 added to existing stakes and 328 trimmed.

The largest buyer was Capital International Investors, adding an estimated $432M. The largest seller was Nuveen, cutting an estimated $182M.

  • 924 institutional investors held Discover Financial Services (DFS) as of Q2 2021, up from 896 in Q1 2021.
  • Funds reported $30.5B of Discover Financial Services stock for Q2 2021, up 23% quarter-over-quarter.
  • 118 funds opened new Discover Financial Services positions in Q2 2021 and 82 closed out, a net change of +36 holders.
  • The largest Discover Financial Services buyer in Q2 2021 was Capital International Investors, an estimated $432M added.
  • The largest Discover Financial Services seller in Q2 2021 was Nuveen, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2021.