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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
LGA
501
Lebenthal Global Advisors
New York
$521K +$206K +1,929 +54%
KCM
502
Kendall Capital Management
Maryland
$520K +$11.8K +110 +2%
FFM
503
Forum Financial Management
Illinois
$519K +$42.2K +394 +8%
PNC
504
Park National Corp
Ohio
$509K -$10.9K -102 -2%
TCM
505
Teza Capital Management
Illinois
$508K +$67.9K +635 +13%
KA
506
Kozak & Associates
Colorado
$505K +$2.57K +24 +0.5%
SWM
507
SeaCrest Wealth Management
New York
$504K -$2.14K -20 -0.4%
CWM
508
Calamos Wealth Management
Illinois
$502K
SP
509
Symmetry Partners
Connecticut
$499K -$300K -2,804 -35%
MC
510
Moors & Cabot
Massachusetts
$498K -$32K -299 -5%
SSA
511
Schonfeld Strategic Advisors
New York
$497K +$562K +5,253 New
WG
512
Winton Group
United Kingdom
$494K +$559K +5,223 New
PMA
513
Prudent Man Advisors
Illinois
$494K +$559K +5,225 New
RCA
514
Roberts Capital Advisors
Colorado
$492K
CIC
515
Cutler Investment Counsel
Oregon
$490K
YC
516
Yarbrough Capital
Tennessee
$488K -$159K -1,490 -22%
BAM
517
Belpointe Asset Management
Nevada
$487K -$627K -5,860 -53%
RCAG
518
Rehmann Capital Advisory Group
Michigan
$486K +$4.17K +39 +0.8%
CIA
519
Choate Investment Advisors
Massachusetts
$485K -$2.49M -23,248 -82%
CCM
520
Corsair Capital Management
New York
$485K
QCG
521
Quadrant Capital Group
Ohio
$483K +$32.5K +304 +6%
SF
522
Summit Financial
New Jersey
$482K +$59.8K +559 +12%
FFG
523
Fortem Financial Group
California
$480K +$543K +5,076 New
MCCP
524
Mission Creek Capital Partners
California
$478K -$21.2K -198 -4%
FPCP
525
Fort Point Capital Partners
California
$478K

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.