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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
HI
526
Harbour Investments
Wisconsin
$576K -$3.84K -34 -0.7%
QCG
527
Quadrant Capital Group
Ohio
$576K +$4.18K +37 +0.8%
BTW
528
Boston Trust Walden
Massachusetts
$574K -$226K -2,000 -29%
SC
529
Savant Capital
Illinois
$574K +$678 +6 +0.1%
BAM
530
Belpointe Asset Management
Nevada
$563K +$538K +4,761 New
PHK
531
Point72 Hong Kong
Hong Kong
$562K +$537K +4,748 New
EP
532
Edgestream Partners
New Jersey
$551K -$4.43M -39,182 -89%
OPPTF
533
OPSEU Pension Plan Trust Fund
Ontario, Canada
$550K +$517K +4,576 New
WS
534
Wedbush Securities
California
$546K -$7.12K -63 -1%
GFS
535
GYL Financial Synergies
Connecticut
$540K +$2.83K +25 +0.6%
EGA
536
E&G Advisors
Texas
$532K -$509K -4,500 Closed
PA
537
Profund Advisors
Maryland
$526K -$25.3K -224 -5%
LP
538
LMR Partners
United Kingdom
$523K +$500K +4,423 New
Squarepoint
539
Squarepoint
New York
$522K -$6.84M -60,488 -93%
AAS
540
Avantax Advisory Services
Texas
$519K +$81K +716 +20%
CC
541
Centiva Capital
New York
$512K -$5.2K -46 -1%
AF
542
Affiance Financial
Minnesota
$511K +$113 +1 +0%
KFP
543
KB Financial Partners
New Jersey
$510K -$78K -690 -14%
CCP
544
Corient Capital Partners
California
$502K -$30.9K -273 -6%
EWA
545
EP Wealth Advisors
California
$502K +$61.2K +541 +15%
LCM
546
Laurion Capital Management
New York
$501K -$17.3M -152,896 -97%
TCM
547
Teza Capital Management
Illinois
$492K -$542K -4,793 -54%
CGFA
548
Colton Groome Financial Advisors
North Carolina
$491K +$469K +4,150 New
DMBA
549
Deseret Mutual Benefit Administrators
Utah
$490K +$469K +4,144 New
MA
550
Montag & Associates
Georgia
$488K

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.