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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
TMAM
576
Tokio Marine Asset Management
Japan
$348K +$21K +196 +6%
CBT
577
Central Bank & Trust
Kentucky
$347K
CI
578
Cigna Investments
Connecticut
$346K -$153K -1,428 -28%
WMA
579
Wealth Management Associates
New Jersey
$343K
AF
580
Affiance Financial
Minnesota
$343K -$75.1K -702 -16%
TIS
581
Tortoise Index Solutions
Kansas
$343K -$25K -234 -6%
CI
582
Conning Inc
Connecticut
$342K -$535 -5 -0.1%
KWM
583
Kolinsky Wealth Management
New Jersey
$341K -$3.75K -35 -1%
FMLI
584
Fukoku Mutual Life Insurance
Japan
$340K
BPA
585
Beacon Pointe Advisors
California
$338K -$140K -1,312 -27%
LTI
586
Laffer Tengler Investments
Tennessee
$335K
SW
587
SVB Wealth
Massachusetts
$334K -$36.2K -338 -9%
PI
588
Pettee Investors
Connecticut
$333K
NAS
589
Nicolet Advisory Services
Wisconsin
$331K -$11.2K -105 -3%
JC
590
JBF Capital
Colorado
$331K +$375K +3,500 New
IFG
591
Independent Financial Group
California
$331K -$402K -3,761 -52%
PP
592
Patron Partners
Texas
$329K -$2.03K -19 -0.5%
AIA
593
Affinity Investment Advisors
California
$329K +$13.4K +125 +4%
SA
594
Syntax Advisors
New York
$328K +$38.6K +361 +12%
VCG
595
Vantage Consulting Group
Virginia
$328K +$38.6K +361 +12%
IUHSA
596
Itau Unibanco Holding S.A.
Brazil
$328K +$192K +1,793 +107%
EWA
597
EverSource Wealth Advisors
Alabama
$327K +$32.6K +305 +10%
CGL
598
Clarius Group LLC
Washington
$326K -$22.6K -211 -6%
CTC
599
Central Trust Company
Missouri
$323K -$43.6K -407 -11%
PCM
600
Pennsylvania Capital Management
Pennsylvania
$323K

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.