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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
FP
276
Factorial Partners
New York
$3.98M
TCM
277
Twin Capital Management
Pennsylvania
$3.91M +$20.4K +180 +0.5%
FC
278
Full18 Capital
Connecticut
$3.83M +$3.66M +32,400 New
HIMCH
279
Hartford Investment Management Co (HIMCO)
Connecticut
$3.81M -$160K -1,415 -4%
WBC
280
Westpac Banking Corp
Australia
$3.79M -$1.14M -10,063 -24%
LA
281
Lynch & Associates
Indiana
$3.76M +$395K +3,491 +12%
Lido Advisors
282
Lido Advisors
California
$3.76M +$5.88K +52 +0.2%
Wealthfront Advisers
283
Wealthfront Advisers
California
$3.75M +$711K +6,285 +25%
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$3.74M +$72.8K +644 +2%
AIP
285
Ameritas Investment Partners
Nebraska
$3.73M -$2.08M -18,383 -37%
BEAM
286
Baker Ellis Asset Management
Washington
$3.63M +$132K +1,164 +4%
N
287
Natixis
France
$3.62M -$28.8M -254,982 -89%
OAM
288
Origin Asset Management
United Kingdom
$3.6M
CA
289
Callahan Advisors
Texas
$3.58M
HIMC
290
Heritage Investors Management Corp
Maryland
$3.51M -$118K -1,040 -3%
PAS
291
Park Avenue Securities
New York
$3.48M +$291K +2,570 +10%
GC
292
Guggenheim Capital
Illinois
$3.44M +$1.4M +12,360 +74%
AP
293
Advisor Partners
California
$3.42M +$38.7K +342 +1%
RC
294
RegentAtlantic Capital
New Jersey
$3.4M +$135K +1,196 +4%
CG
295
Castellan Group
Kentucky
$3.4M +$3.24M +28,700 New
CCM
296
Condor Capital Management
New Jersey
$3.39M -$198K -1,755 -6%
DILIC
297
Dai-ichi Life Insurance Company
Japan
$3.38M
CHAM
298
Clear Harbor Asset Management
Connecticut
$3.35M -$408K -3,608 -11%
PI
299
PFS Investments
Georgia
$3.34M +$429K +3,791 +16%
Daiwa Securities Group
300
Daiwa Securities Group
Japan
$3.33M +$177K +1,565 +6%

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.