We are live on ! Find out more
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
TCA
601
Transcend Capital Advisors
New Jersey
$322K +$150K +1,406 +70%
JCIA
602
Jackson Creek Investment Advisors
Colorado
$322K +$341K +3,191 New
P
603
Pitcairn
Pennsylvania
$318K -$10.3K -96 -3%
IWA
604
Intercontinental Wealth Advisors
Texas
$316K +$30.7K +287 +9%
S
605
Schroders
United Kingdom
$311K -$201K -1,879 -36%
MHS
606
M Holdings Securities
Oregon
$311K -$18.7K -175 -5%
TW
607
Transform Wealth
Colorado
$311K -$15.6K -146 -4%
PK
608
Pflug Koory
Nebraska
$311K
SAM
609
Silvercrest Asset Management
New York
$307K
HWA
610
HCR Wealth Advisors
California
$305K
LCM
611
Laurion Capital Management
New York
$300K -$131K -1,223 -28%
WFA
612
WMG Financial Advisors
Tennessee
$300K
JWCA
613
J.W. Cole Advisors
Florida
$296K -$64.3K -601 -16%
CWM
614
Chicago Wealth Management
Illinois
$295K
FNFDCM
615
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$294K
PA
616
Profund Advisors
Maryland
$291K -$112K -1,050 -25%
GLA
617
Great Lakes Advisors
Illinois
$290K -$79.7K -745 -20%
ISWM
618
Independent Solutions Wealth Management
New York
$288K -$196K -1,828 -38%
TAM
619
Trust Asset Management
Texas
$287K +$3.64K +34 +1%
SICM
620
Sustainable Insight Capital Management
New York
$286K
MA
621
Mutual Advisors
Nebraska
$285K -$1.39K -13 -0.4%
WPW
622
Waldron Private Wealth
Pennsylvania
$285K +$2.03K +19 +0.6%
AIA
623
Arbor Investment Advisors
North Carolina
$284K
ACM
624
Aquatic Capital Management
Illinois
$284K +$321K +3,000 New
JFL
625
Jarislowsky, Fraser Ltd
Quebec, Canada
$283K -$321K -3,000 -50%

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.