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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
FC
401
FORA Capital
Florida
$1.46M +$1.4M +12,353 New
DA
402
DCM Advisors
New York
$1.44M -$102K -901 -7%
BCV
403
Banque Cantonale Vaudoise
Switzerland
$1.41M +$701K +6,200 +109%
B
404
Bailard
California
$1.39M
Mercer Global Advisors
405
Mercer Global Advisors
Colorado
$1.34M +$271K +2,399 +27%
CP
406
Covenant Partners
Tennessee
$1.34M
RJT
407
Raymond James Trust
Florida
$1.32M -$12.9K -114 -1%
SMC
408
Smith, Moore & Co
Missouri
$1.3M -$52.5K -464 -4%
Wealth Enhancement Advisory Services
409
Wealth Enhancement Advisory Services
Minnesota
$1.29M +$1.18M +10,426 New
MPPLM
410
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$1.23M +10,859 New
BFG
411
Beacon Financial Group
Texas
$1.28M +$45.1K +399 +4%
AIM
412
Achmea Investment Management
Netherlands
$1.28M
EC
413
Estate Counselors
Wisconsin
$1.27M +$1.22M +10,785 New
CFB
414
Cullen/Frost Bankers
Texas
$1.27M -$95.7K -846 -7%
WJWM
415
Williams Jones Wealth Management
New York
$1.27M +$78.2K +692 +7%
AAM
416
Advisors Asset Management
Colorado
$1.24M +$31.3K +277 +3%
PFO
417
Pathstone Family Office
New Jersey
$1.22M +$52.8K +467 +5%
LNC
418
Lincoln National Corp
Pennsylvania
$1.22M +$134K +1,186 +13%
UIA
419
UBP Investment Advisors
Switzerland
$1.21M +$1.16M +10,240 New
RIA
420
Regal Investment Advisors
Michigan
$1.2M +$1.15M +10,172 New
SP
421
Symmetry Partners
Connecticut
$1.2M +$231K +2,043 +25%
VPIM
422
Vanguard Personalized Indexing Management
California
$1.19M -$541K -4,786 -32%
OPW
423
Oxler Private Wealth
New York
$1.18M
AFA
424
Abacus FCF Advisors
Florida
$1.17M +$572K +5,056 +114%
Impax Asset Management Group
425
Impax Asset Management Group
United Kingdom
$1.16M -$678 -6 -0.1%

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.