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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
Barclays
26
Barclays
United Kingdom
$237M +$8.61M +76,159 +4%
PPA
27
Parametric Portfolio Associates
Washington
$231M +$30.2M +266,841 +16%
Lord, Abbett & Co
28
Lord, Abbett & Co
New Jersey
$217M -$67.7M -598,738 -25%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$208M -$5.55M -49,050 -3%
Invesco
30
Invesco
Georgia
$204M +$48.1M +425,159 +33%
Charles Schwab
31
Charles Schwab
California
$192M -$2.02M -17,849 -1%
Deutsche Bank
32
Deutsche Bank
Germany
$176M -$18.1M -159,921 -10%
Massachusetts Financial Services
33
Massachusetts Financial Services
Massachusetts
$170M +$3.31M +29,296 +2%
EVM
34
Eaton Vance Management
Massachusetts
$168M -$258K -2,282 -0.2%
UBS Group
35
UBS Group
Switzerland
$165M +$62.5M +553,028 +66%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$163M -$13.5M -119,255 -8%
UBS AM
37
UBS AM
Illinois
$151M -$28.6M -252,910 -17%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$134M -$962K -8,504 -0.7%
Barrow, Hanley, Mewhinney & Strauss
39
Barrow, Hanley, Mewhinney & Strauss
Texas
$128M -$4.01M -35,502 -3%
Acadian Asset Management
40
Acadian Asset Management
Massachusetts
$128M +$120M +1,058,820 +4,970%
Ameriprise
41
Ameriprise
Minnesota
$128M -$16.1M -142,018 -12%
TCAM
42
Turtle Creek Asset Management
Ontario, Canada
$128M -$7.23M -63,950 -6%
Parnassus Investments
43
Parnassus Investments
California
$123M
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$121M +$1.73M +15,307 +2%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$119M +$48.9M +432,288 +75%
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M -$2.55M -22,563 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$113M -$8.07M -71,343 -7%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$110M -$12.3M -108,741 -10%
Hotchkis & Wiley Capital Management
49
Hotchkis & Wiley Capital Management
California
$97.7M -$73.3M -648,070 -44%
VOYA Investment Management
50
VOYA Investment Management
Georgia
$96.9M +$78.7M +695,959 +565%

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.