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DFS

Discover Financial Services

Delisted

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

941 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 313 increasing their positions, 336 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 90

1% less funds holding

Funds holding: 950941 (-9)

7% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 336

1.85% less ownership

Funds ownership: 83.85%82% (-1.9%)

15% less capital invested

Capital invested by funds: $25.5B → $21.7B (-$3.76B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

56% less call options, than puts

Call options by funds: $159M | Put options by funds: $362M

Holders
941
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.85%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.1%
New
98
Increased
313
Reduced
336
Closed
90
Calls
$159M
Puts
$362M
Net Calls
-$202M
Net Calls Change
-$68.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
301
Lido Advisors
California
$2.44M +$138K +1,290 +5%
MCM
302
Marathon Capital Management
Maryland
$2.37M -$8.03K -75 -0.3%
Daiwa Securities Group
303
Daiwa Securities Group
Japan
$2.35M -$230K -2,149 -8%
PAG
304
Private Advisor Group
New Jersey
$2.33M -$2.28M -21,308 -46%
BCI
305
Brinker Capital Investments
Pennsylvania
$2.33M -$742K -6,930 -22%
Walleye Trading
306
Walleye Trading
New York
$2.31M +$1.69M +15,817 +183%
NSEDCP
307
NJ State Employees Deferred Compensation Plan
New Jersey
$2.3M
X
308
Xponance
Pennsylvania
$2.3M -$1.2M -11,206 -32%
ZIM
309
Zacks Investment Management
Illinois
$2.3M -$9.2K -86 -0.4%
LWCFA
310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.27M
SAM
311
Securian Asset Management
Minnesota
$2.25M -$79K -738 -3%
TH
312
TCTC Holdings
Texas
$2.22M
Creative Planning
313
Creative Planning
Kansas
$2.21M +$322K +3,012 +15%
LWAC
314
Laurel Wealth Advisors (California)
California
$2.21M -$39.2K -366 -2%
CPIG
315
Chicago Partners Investment Group
Illinois
$2.2M +$18.3K +171 +0.8%
AP
316
Advisor Partners
California
$2.17M -$224K -2,093 -8%
APF
317
Alaska Permanent Fund
Alaska
$2.17M +$235K +2,200 +11%
Wealthfront Advisers
318
Wealthfront Advisers
California
$2.15M -$267K -2,499 -10%
MME
319
Meag Munich Ergo
Germany
$2.15M -$811K -7,576 -25%
EMPI
320
Elo Mutual Pension Insurance
Finland
$2.12M -$63.3K -592 -3%
OPERF
321
Oregon Public Employees Retirement Fund
Oregon
$2.12M -$116K -1,080 -5%
CFP
322
Cypress Financial Planning
New Jersey
$2.1M +$2.38M +22,224 New
BC
323
Barnett & Company
Tennessee
$2.1M +$10.7K +100 +0.5%
CAN
324
Cetera Advisor Networks
California
$2.08M -$358K -3,341 -13%
SIG
325
Stonegate Investment Group
Alabama
$2.06M -$333K -3,115 -13%

DFS Hedge Fund Activity: Q2 2022 in Review

941 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2022, worth a combined $21.7B — down 15% from $25.5B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new DFS positions and 90 closed out — a net gain of 8 holders — while 313 added to existing stakes and 336 trimmed.

The largest buyer was Capital World Investors, adding an estimated $221M. The largest seller was Capital International Investors, cutting an estimated $479M.

  • 941 institutional investors held Discover Financial Services (DFS) as of Q2 2022, down from 950 in Q1 2022.
  • Funds reported $21.7B of Discover Financial Services stock for Q2 2022, down 15% quarter-over-quarter.
  • 98 funds opened new Discover Financial Services positions in Q2 2022 and 90 closed out, a net change of +8 holders.
  • The largest Discover Financial Services buyer in Q2 2022 was Capital World Investors, an estimated $221M added.
  • The largest Discover Financial Services seller in Q2 2022 was Capital International Investors, an estimated $479M sold.

Based on aggregated 13F filings for Q2 2022.