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DFS

Discover Financial Services

Delisted

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

941 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: 950941 (-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
941
Holders Change
-9
Holders Change %
-0.95%
% of All Funds
15.85%
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
MMG
526
Monetary Management Group
Missouri
$473K -$16.1K -150 -3%
WA
527
Wealth Alliance
New York
$465K +$119K +1,116 +29%
VI
528
Versor Investments
New York
$463K +$524K +4,900 New
IIA
529
Integral Investment Advisors
California
$456K -$7.92K -74 -2%
EWA
530
EP Wealth Advisors
California
$455K +$52.1K +487 +11%
FIM
531
Fruth Investment Management
Texas
$453K
HIM
532
Hillsdale Investment Management
Ontario, Canada
$453K +$514K +4,800 New
AAS
533
Avantax Advisory Services
Texas
$443K +$72.4K +677 +17%
FF
534
FourThought Financial
Florida
$440K -$10.4K -97 -2%
DF
535
Donoghue Forlines
Massachusetts
$437K -$1.1M -10,311 -69%
JIC
536
Johnson Investment Counsel
Ohio
$437K +$15.4K +144 +3%
Caisse de Depot et Placement du Quebec (CDPQ)
537
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$436K -$11.6M -108,689 -96%
CAAS
538
Capital Asset Advisory Services
Michigan
$436K -$16.4K -153 -3%
MGP
539
Metis Global Partners
California
$436K -$2.46K -23 -0.5%
DWA
540
Douglass Winthrop Advisors
New York
$435K -$1.12M -10,500 -70%
FAIM
541
Financial Advocates Investment Management
Washington
$430K +$486K +4,541 New
EGA
542
E&G Advisors
Texas
$426K
ESCM
543
Echo Street Capital Management
New York
$425K +$217K +2,032 +83%
CT
544
Caldwell Trust
Florida
$419K
SPC
545
Sigma Planning Corp
Michigan
$419K -$27.6K -258 -5%
SFA
546
Sequoia Financial Advisors
Ohio
$417K +$4.39K +41 +0.9%
LFA
547
Laraway Financial Advisors
Minnesota
$416K -$32.1K -300 -6%
BCV
548
Banque Cantonale Vaudoise
Switzerland
$416K
DA
549
Denali Advisors
California
$416K +$53.5K +500 +13%
LAM
550
Lingohr Asset Management
Germany
$415K

DFS Hedge Fund Activity: Q2 2022 in Review

941 of the 5,936 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.

  • 941 institutional investors held Discover Financial Services (DFS) as of Q2 2022, down from 950 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.