We are live on ! Find out more
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
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$714K +$58.1K +543 +8%
QI
452
Qtron Investments
Massachusetts
$713K +$149K +1,391 +23%
ACA
453
Atlas Capital Advisors
Wyoming
$711K -$12.2K -114 -1%
DI
454
Diligent Investors
California
$706K
EGM
455
Engineers Gate Manager
New York
$703K +$362K +3,385 +84%
BAM
456
Blueshift Asset Management
New Jersey
$703K +$795K +7,432 New
MYLI
457
Meiji Yasuda Life Insurance
Japan
$693K
ONB
458
Old National Bancorp
Indiana
$691K +$782K +7,311 New
P
459
&Partners
Tennessee
$690K +$792K +7,401 New
RMA
460
Roffman Miller Associates
Pennsylvania
$689K +$14.7K +137 +2%
AAM
461
Advisors Asset Management
Colorado
$686K -$148K -1,383 -16%
CT
462
Chicago Trust
Illinois
$677K +$19.5K +182 +3%
S
463
SignatureFD
Georgia
$663K +$15.3K +143 +2%
FIM
464
Freedom Investment Management
Connecticut
$661K +$148K +1,379 +25%
SM
465
Sciencast Management
New Jersey
$647K -$807K -7,539 -54%
DT
466
Diversified Trust
Tennessee
$634K +$4.28K +40 +0.6%
HI
467
Horizon Investments
North Carolina
$631K +$398K +3,719 +126%
SQA
468
Simon Quick Advisors
New Jersey
$627K +$655K +6,122 New
PCS
469
Personal CFO Solutions
New Jersey
$622K -$285K -2,659 -29%
SF
470
Synovus Financial
Georgia
$611K +$44.9K +420 +7%
MWM
471
MorganRosel Wealth Management
Colorado
$607K -$151K -1,410 -18%
MFG
472
MidWestOne Financial Group
Iowa
$600K -$25.6K -239 -4%
SC
473
Savant Capital
Illinois
$594K +$20.8K +194 +3%
FHB
474
First Hawaiian Bank
Hawaii
$592K -$1.07K -10 -0.2%
TAM
475
Tocqueville Asset Management
New York
$588K +$59.5K +556 +10%

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.