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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
CWM
601
Chicago Wealth Management
Illinois
$369K
TWM
602
TriaGen Wealth Management
California
$363K +$2.94K +26 +0.9%
AIA
603
Arbor Investment Advisors
North Carolina
$362K
ASC
604
Atalanta Sosnoff Capital
New York
$360K -$75.3K -666 -18%
SFG
605
SevenBridge Financial Group
Pennsylvania
$356K
UB
606
UMB Bank
Missouri
$356K +$1.02K +9 +0.3%
CC
607
Claybrook Capital
Massachusetts
$356K +$340K +3,007 New
GWM
608
Geneos Wealth Management
Colorado
$355K -$103K -914 -24%
SGAM
609
Smith Group Asset Management
Texas
$354K +$318K +2,809 +1,510%
SW
610
SteelPeak Wealth
California
$354K +$339K +2,995 New
APC
611
Aspire Private Capital
North Carolina
$353K +$116K +1,027 +52%
Kovitz Investment Group Partners
612
Kovitz Investment Group Partners
Illinois
$352K +$31.3K +277 +10%
IC
613
IEQ Capital
California
$351K +$336K +2,969 New
BPA
614
Beacon Pointe Advisors
California
$350K +$334K +2,957 New
AIM
615
Aigen Investment Management
New York
$349K +$333K +2,948 New
WI
616
Wedgewood Investors
Pennsylvania
$344K
TI
617
Tidal Investments
Wisconsin
$344K +$329K +2,911 New
CWP
618
CFM Wealth Partners
Texas
$343K
FMLI
619
Fukoku Mutual Life Insurance
Japan
$343K
TMAM
620
Tokio Marine Asset Management
Japan
$341K +$38.7K +342 +13%
CPA
621
Court Place Advisors
Maryland
$339K
WWM
622
Western Wealth Management
Colorado
$337K +$12.7K +112 +4%
SFA
623
Sequoia Financial Advisors
Ohio
$334K +$64.4K +570 +25%
SICM
624
Sustainable Insight Capital Management
New York
$332K -$112K -989 -26%
TAM
625
Trust Asset Management
Texas
$330K +$37.3K +330 +13%

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.