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DFS

Discover Financial Services

Delisted

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

896 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 317 increasing their positions, 301 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 73

4% more funds holding

Funds holding: 858896 (+38)

5% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 301

3% more capital invested

Capital invested by funds: $24B → $24.7B (+$780M)

5% less call options, than puts

Call options by funds: $226M | Put options by funds: $239M

1.13% less ownership

Funds ownership: 86.46%85.32% (-1.1%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
896
Holders Change
+38
Holders Change %
+4.43%
% of All Funds
15.73%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
317
Reduced
301
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
26
Barclays
United Kingdom
$183M +$18.4M +194,711 +11%
Legal & General Group
27
Legal & General Group
United Kingdom
$178M -$5.15M -54,626 -3%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$171M -$13.2M -139,772 -7%
Capital Research Global Investors
29
Capital Research Global Investors
California
$167M -$211M -2,236,136 -56%
PPA
30
Parametric Portfolio Associates
Washington
$160M -$4.52M -47,983 -3%
WRF
31
Waddell & Reed Financial
Kansas
$157M -$75.8M -804,251 -33%
Deutsche Bank
32
Deutsche Bank
Germany
$156M +$14.1M +149,945 +10%
Charles Schwab
33
Charles Schwab
California
$156M -$238M -2,526,262 -61%
UBS AM
34
UBS AM
Illinois
$145M +$12.8M +135,365 +10%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$142M +$9.35M +99,130 +7%
Hotchkis & Wiley Capital Management
36
Hotchkis & Wiley Capital Management
California
$140M -$104M -1,105,640 -43%
EVM
37
Eaton Vance Management
Massachusetts
$135M +$347K +3,683 +0.3%
Massachusetts Financial Services
38
Massachusetts Financial Services
Massachusetts
$134M +$5.6M +59,344 +4%
Invesco
39
Invesco
Georgia
$123M +$7.53M +79,872 +7%
ACM
40
Alua Capital Management
New York
$118M -$276K -2,928 -0.2%
Ameriprise
41
Ameriprise
Minnesota
$116M -$14.9M -157,892 -11%
Janus Henderson Group
42
Janus Henderson Group
United Kingdom
$115M -$8.22M -87,204 -7%
Nordea Investment Management
43
Nordea Investment Management
Sweden
$109M +$52.7M +558,572 +96%
TCAM
44
Turtle Creek Asset Management
Ontario, Canada
$109M +$783K +8,300 +0.7%
Barrow, Hanley, Mewhinney & Strauss
45
Barrow, Hanley, Mewhinney & Strauss
Texas
$106M -$2.49M -26,377 -2%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$101M -$6.93M -73,449 -7%
Allianz Asset Management
47
Allianz Asset Management
Germany
$99.5M -$7.07M -74,920 -7%
Parnassus Investments
48
Parnassus Investments
California
$99.1M -$18.5M -196,539 -16%
Robeco Institutional Asset Management
49
Robeco Institutional Asset Management
Netherlands
$98.5M +$6.27M +66,464 +7%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$95.9M +$51.3M +543,887 +117%

DFS Hedge Fund Activity: Q1 2021 in Review

896 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2021, worth a combined $24.7B — up 3.3% from $24B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFS positions and 73 closed out — a net gain of 47 holders — while 317 added to existing stakes and 301 trimmed.

The largest buyer was Capital International Investors, adding an estimated $870M. The largest seller was Fidelity Investments, cutting an estimated $370M.

  • 896 institutional investors held Discover Financial Services (DFS) as of Q1 2021, up from 858 in Q4 2020.
  • Funds reported $24.7B of Discover Financial Services stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 120 funds opened new Discover Financial Services positions in Q1 2021 and 73 closed out, a net change of +47 holders.
  • The largest Discover Financial Services buyer in Q1 2021 was Capital International Investors, an estimated $870M added.
  • The largest Discover Financial Services seller in Q1 2021 was Fidelity Investments, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2021.