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DFS

Discover Financial Services

Delisted

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

942 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: 951942 (-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
942
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.87%
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
C
476
Certuity
Florida
$587K -$95.9K -896 -13%
BFA
477
BMS Financial Advisors
South Dakota
$585K +$28.1K +263 +4%
RFC
478
Regions Financial Corp
Alabama
$584K +$22.4K +209 +4%
EF
479
Empirical Finance
Pennsylvania
$584K +$33.3K +311 +5%
LNWWM
480
Laird Norton Wetherby Wealth Management
California
$584K +$115K +1,071 +21%
RWA
481
River Wealth Advisors
Pennsylvania
$580K -$10.7K -100 -2%
PA
482
Parallel Advisors
California
$575K -$26.6K -249 -4%
VAS
483
Vestmark Advisory Solutions
Massachusetts
$572K -$52.9K -494 -8%
RA
484
RFG Advisory
Alabama
$568K +$132K +1,234 +29%
IF
485
Insight Folios
North Carolina
$562K +$7.38K +69 +1%
Bessemer Group
486
Bessemer Group
New Jersey
$552K +$16.5K +154 +3%
HPC
487
HM Payson & Co
Maine
$548K
JCM
488
Jacobi Capital Management
Pennsylvania
$546K +$42.4K +396 +7%
WWM
489
Western Wealth Management
Colorado
$542K -$107 -1 -0%
AAM
490
Aureus Asset Management
Massachusetts
$539K -$1.17M -10,951 -66%
FA
491
FDx Advisors
Illinois
$538K +$271K +2,531 +80%
LSA
492
Leonteq Securities AG
Switzerland
$536K +$208K +1,945 +52%
Pacer Advisors
493
Pacer Advisors
Pennsylvania
$535K -$5.79M -54,083 -91%
AIC
494
Archer Investment Corporation
Indiana
$534K
Wolverine Trading
495
Wolverine Trading
Illinois
$534K +$323K +3,015 +117%
CCM
496
Coldstream Capital Management
Washington
$533K +$52.2K +488 +9%
TWC
497
TD Waterhouse Canada
Ontario, Canada
$531K -$266K -2,485 -35%
PP
498
Paloma Partners
Connecticut
$529K -$87.3K -816 -13%
SI
499
Stephens Inc
Arkansas
$524K -$42.3K -395 -7%
GWSG
500
GPS Wealth Strategies Group
Colorado
$522K -$6.96K -65 -1%

DFS Hedge Fund Activity: Q2 2022 in Review

942 of the 5,937 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.

  • 942 institutional investors held Discover Financial Services (DFS) as of Q2 2022, down from 951 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.