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DFS

Discover Financial Services

Delisted

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

10 hedge funds and large institutions have $15.3M invested in Discover Financial Services in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1,156 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

86.89% less ownership

Funds ownership: 86.93%0.04% (-87%)

99% less funds holding

Funds holding: 1,17710 (-1,167)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1,156

100% less capital invested

Capital invested by funds: $37.3B → $15.3M (-$37.3B)

100% less funds holding in top 10

Funds holding in top 10: 410 (-41)

Holders
10
Holders Change
-1,167
Holders Change %
-99.15%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
2
Reduced
5
Closed
1,156
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
576
Financial Engines Advisors
California
-$784K -4,595 Closed
GI
577
GAMMA Investing
California
-$784K -4,595 Closed
OR
578
Olympiad Research
Connecticut
-$780K -4,568 Closed
Federated Hermes
579
Federated Hermes
Pennsylvania
-$778K -4,557 Closed
BJL
580
Brighton Jones LLC
Washington
-$775K -4,541 Closed
PP
581
Patron Partners
Texas
-$762K -4,463 Closed
BIG
582
Brooklyn Investment Group
New York
-$759K -4,446 Closed
MSA
583
MUFG Securities Americas
New York
-$758K -4,443 Closed
WB
584
WesBanco Bank
West Virginia
-$747K -4,377 Closed
RMA
585
Roffman Miller Associates
Pennsylvania
-$746K -4,371 Closed
VWM
586
Venturi Wealth Management
Texas
-$738K -4,323 Closed
DC
587
Davenport & Co
Virginia
-$737K -4,320 Closed
HBW
588
Hazlett, Burt & Watson
West Virginia
-$735K -4,302 Closed
UFF
589
USA Financial Formulas
Michigan
-$715K -4,191 Closed
TSS
590
Two Sigma Securities
New York
-$708K -4,149 Closed
FAIM
591
Financial Advocates Investment Management
Washington
-$703K -4,116 Closed
AWM
592
Apollon Wealth Management
South Carolina
-$698K -4,089 Closed
P
593
Pitcairn
Pennsylvania
-$696K -4,076 Closed
TRCT
594
Tower Research Capital (TRC)
New York
-$684K -4,073 Closed
BP
595
Ballentine Partners
Massachusetts
-$694K -4,067 Closed
FFS
596
Flavin Financial Services
Florida
-$691K -4,048 Closed
CIA
597
Concurrent Investment Advisors
Florida
-$689K -4,035 Closed
CT
598
Caldwell Trust
Florida
-$686K -4,018 Closed
FFA
599
Farther Finance Advisors
California
-$684K -4,010 Closed
SACTSONJ
600
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
-$683K -4,000 Closed

DFS Hedge Fund Activity: Q2 2025 in Review

10 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2025, worth a combined $15.3M — down 100% from $37.3B a quarter earlier.

Sellers outnumbered buyers: 1,156 funds closed out of DFS and 1 opened new positions — a net loss of 1,155 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was IFP Advisors, adding an estimated $146K. The largest seller was Vanguard Group, exiting entirely with an estimated $5.32B sold.

  • 10 institutional investors held Discover Financial Services (DFS) as of Q2 2025, down from 1,177 in Q1 2025.
  • Funds reported $15.3M of Discover Financial Services stock for Q2 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Discover Financial Services positions in Q2 2025 and 1,156 closed out, a net change of -1,155 holders.
  • The largest Discover Financial Services buyer in Q2 2025 was IFP Advisors, an estimated $146K added.
  • The largest Discover Financial Services seller in Q2 2025 was Vanguard Group, an estimated $5.32B sold.

Based on aggregated 13F filings for Q2 2025.