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DFS

Discover Financial Services

Delisted

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

925 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 294 increasing their positions, 328 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 119 | 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: 896925 (+29)

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
925
Holders Change
+29
Holders Change %
+3.24%
% of All Funds
16.1%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
119
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
NCM
501
Narwhal Capital Management
Georgia
$647K +$187K +1,654 +43%
JCM
502
Jacobi Capital Management
Pennsylvania
$638K -$6.11K -54 -1%
OWA
503
Outlook Wealth Advisors
Texas
$634K +$42.6K +377 +8%
ATC
504
Argent Trust Co
Tennessee
$633K
DT
505
Diversified Trust
Tennessee
$617K +$80.8K +715 +16%
SPC
506
Sigma Planning Corp
Michigan
$616K +$308K +2,720 +109%
VAS
507
Vestmark Advisory Solutions
Massachusetts
$614K +$59.1K +523 +11%
CIC
508
Cutler Investment Counsel
Oregon
$613K
LNWWM
509
Laird Norton Wetherby Wealth Management
California
$610K +$7.8K +69 +1%
VI
510
Vestcor Inc
New Brunswick, Canada
$609K -$63.3K -560 -10%
MMG
511
Monetary Management Group
Missouri
$609K
BAMF
512
BI Asset Management Fondsmaeglerselskab
Denmark
$608K +$324K +2,870 +127%
RCAG
513
Rehmann Capital Advisory Group
Michigan
$608K +$5.88K +52 +1%
HPC
514
HM Payson & Co
Maine
$607K
SWM
515
SeaCrest Wealth Management
New York
$604K -$11.3K -100 -2%
CAAS
516
Capital Asset Advisory Services
Michigan
$601K -$24.2K -214 -4%
PAMP
517
Polar Asset Management Partners
Ontario, Canada
$601K +$574K +5,078 New
RI
518
Ridgewood Investments
New Jersey
$598K -$171K -1,509 -23%
FPCP
519
Fort Point Capital Partners
California
$598K
TIS
520
Tortoise Index Solutions
Kansas
$589K -$126K -1,111 -18%
GA
521
Gateway Advisory
New Jersey
$588K +$304K +2,693 +118%
SIA
522
Strategic Investment Advisors
Michigan
$587K +$237K +2,098 +73%
RA
523
RFG Advisory
Alabama
$583K +$12K +106 +2%
TW
524
Transform Wealth
Colorado
$582K +$2.71K +24 +0.5%
DCM
525
Dupont Capital Management
Delaware
$576K -$171K -1,514 -24%

DFS Hedge Fund Activity: Q2 2021 in Review

925 of the 5,746 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: 119 funds opened new DFS positions and 82 closed out — a net gain of 37 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.

  • 925 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.
  • 119 funds opened new Discover Financial Services positions in Q2 2021 and 82 closed out, a net change of +37 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.