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 $30.7B invested in Discover Financial Services in 2021 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 298 increasing their positions, 363 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 68

2% more funds holding

Funds holding: 924941 (+17)

1% more capital invested

Capital invested by funds: $30.5B → $30.7B (+$192M)

1.27% less ownership

Funds ownership: 84.91%83.64% (-1.3%)

12% less call options, than puts

Call options by funds: $248M | Put options by funds: $282M

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

18% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 363

Holders
941
Holders Change
+17
Holders Change %
+1.84%
% of All Funds
16.47%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
96
Increased
298
Reduced
363
Closed
68
Calls
$248M
Puts
$282M
Net Calls
-$33.3M
Net Calls Change
-$17.3M
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$238M +$140M +1,119,395 +137%
Ensign Peak Advisors
27
Ensign Peak Advisors
Utah
$237M -$27.1M -215,988 -10%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$231M +$16M +127,237 +7%
Truist Financial
29
Truist Financial
North Carolina
$229M -$28.8M -230,049 -11%
UBS Group
30
UBS Group
Switzerland
$206M +$35.4M +282,586 +20%
PPA
31
Parametric Portfolio Associates
Washington
$202M -$38.5M -307,136 -16%
Charles Schwab
32
Charles Schwab
California
$194M -$5.66M -45,143 -3%
Lord, Abbett & Co
33
Lord, Abbett & Co
New Jersey
$193M -$33.8M -269,828 -15%
Invesco
34
Invesco
Georgia
$179M -$32.7M -261,138 -15%
EVM
35
Eaton Vance Management
Massachusetts
$171M -$3.26M -26,019 -2%
Deutsche Bank
36
Deutsche Bank
Germany
$164M -$18.9M -150,969 -10%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$158M -$18.3M -145,661 -10%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$157M -$13.1M -104,866 -8%
UBS AM
39
UBS AM
Illinois
$151M -$6.53M -52,126 -4%
Allianz Asset Management
40
Allianz Asset Management
Germany
$151M +$51.2M +408,385 +50%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$146M +$2.32M +18,475 +2%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$137M +$4.35M +34,667 +3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$134M +$11.6M +92,260 +10%
Barrow, Hanley, Mewhinney & Strauss
44
Barrow, Hanley, Mewhinney & Strauss
Texas
$130M -$2.8M -22,348 -2%
Ameriprise
45
Ameriprise
Minnesota
$126M -$7.18M -57,293 -5%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$121M -$2.97M -23,658 -2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$119M -$7.17M -57,204 -6%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$114M +$156K +1,244 +0.1%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109M -$11.8M -93,883 -10%
TCAM
50
Turtle Creek Asset Management
Ontario, Canada
$102M -$31.1M -247,800 -23%

DFS Hedge Fund Activity: Q3 2021 in Review

941 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2021, worth a combined $30.7B — up 0.63% from $30.5B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new DFS positions and 68 closed out — a net gain of 28 holders — while 298 added to existing stakes and 363 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $163M. The largest seller was Macquarie Group, cutting an estimated $267M.

  • 941 institutional investors held Discover Financial Services (DFS) as of Q3 2021, up from 924 in Q2 2021.
  • Funds reported $30.7B of Discover Financial Services stock for Q3 2021, up 0.63% quarter-over-quarter.
  • 96 funds opened new Discover Financial Services positions in Q3 2021 and 68 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q3 2021 was Arrowstreet Capital, an estimated $163M added.
  • The largest Discover Financial Services seller in Q3 2021 was Macquarie Group, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2021.