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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
ECG
351
Edge Capital Group
Georgia
$2.35M +$113 +1 +0%
SMDAM
352
Sumitomo Mitsui DS Asset Management
Japan
$2.33M -$17.3K -153 -0.8%
Pacer Advisors
353
Pacer Advisors
Pennsylvania
$2.27M +$142K +1,259 +7%
CSS
354
Cubist Systematic Strategies
Connecticut
$2.26M -$15.1M -133,568 -88%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$2.25M
Northwestern Mutual Wealth Management
356
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$547K +4,836 +35%
PGFC
357
Peapack-Gladstone Financial Corp
New Jersey
$2.19M +$1.13M +10,023 +119%
BMSSC
358
B. Metzler seel. Sohn & Co
Germany
$2.16M -$31.8K -281 -2%
NA
359
NewEdge Advisors
Louisiana
$2.13M -$456K -4,036 -18%
WIS
360
Wright Investors Service
Connecticut
$2.11M -$65.9K -583 -3%
KRS
361
Kentucky Retirement Systems
Kentucky
$2.1M -$245K -2,163 -11%
DDC
362
DF Dent & Co
Maryland
$2.1M -$28.4K -251 -1%
CGH
363
Crossmark Global Holdings
Texas
$2.09M +$191K +1,691 +11%
BPM
364
Bowling Portfolio Management
Ohio
$2.02M +$1.17M +10,377 +156%
SCM
365
Shelton Capital Management
Colorado
$2.01M
Creative Planning
366
Creative Planning
Kansas
$1.99M -$136K -1,205 -7%
AI
367
Atria Investments
North Carolina
$1.99M -$136K -1,200 -7%
GAM
368
Griffin Asset Management
New York
$1.98M -$11.3K -100 -0.6%
BNP Paribas Asset Management
369
BNP Paribas Asset Management
France
$1.97M +$222K +1,966 +13%
Jane Street
370
Jane Street
New York
$1.96M +$1.87M +16,556 New
RC
371
RBF Capital
California
$1.95M
AI
372
AdvisorShares Investments
Maryland
$1.95M +$1.86M +16,440 New
CAPTRUST Financial Advisors
373
CAPTRUST Financial Advisors
North Carolina
$1.88M +$194K +1,714 +12%
CIC
374
Cornercap Investment Counsel
Georgia
$1.87M +$1.79M +15,793 New
DF
375
Donoghue Forlines
Massachusetts
$1.85M +$385K +3,408 +28%

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.