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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
CBT
576
CoreFirst Bank & Trust
Kansas
$438K -$21.9K -194 -5%
PSUF
577
People's United Financial
Connecticut
$437K +$30K +265 +8%
LSAG
578
Lake Street Advisors Group
New Hampshire
$435K +$565 +5 +0.2%
P
579
Pitcairn
Pennsylvania
$430K -$19.7K -174 -5%
MA
580
Mutual Advisors
Nebraska
$430K +$5.54K +49 +1%
PK
581
Pflug Koory
Nebraska
$430K +$39.6K +350 +11%
Lazard Asset Management
582
Lazard Asset Management
New York
$428K +$409K +3,621 New
HNB
583
Huntington National Bank
Ohio
$427K -$11.6K -103 -3%
MC
584
Moors & Cabot
Massachusetts
$425K -$73K -646 -15%
GT
585
Greenleaf Trust
Michigan
$420K +$26.1K +231 +7%
CIP
586
Convergence Investment Partners
Florida
$417K +$398K +3,523 New
YIA
587
YHB Investment Advisors
Connecticut
$414K
PI
588
Pettee Investors
Connecticut
$408K
BFEC
589
Benjamin F. Edwards & Company
Missouri
$404K
CGL
590
Clarius Group LLC
Washington
$403K +$4.18K +37 +1%
CCM
591
Coldstream Capital Management
Washington
$399K +$6.67K +59 +2%
MAM
592
Meeder Asset Management
Ohio
$399K +$34.5K +305 +10%
RGC
593
Roberts, Glore & Co
Illinois
$393K
TC
594
Trust Company
Kansas
$390K -$78.6K -695 -17%
SAM
595
Silvercrest Asset Management
New York
$383K
HWA
596
HCR Wealth Advisors
California
$381K
MI
597
Markston International
New York
$378K -$3.8M -33,638 -91%
JIC
598
Johnson Investment Counsel
Ohio
$375K +$10.6K +94 +3%
HH
599
Hilltop Holdings
Texas
$370K +$61.1K +540 +21%
CG
600
Cutler Group
California
$370K +$327K +2,888 +1,184%

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.