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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
T
626
TRUADVICE
Florida
$328K +$11K +97 +4%
VCG
627
Vantage Consulting Group
Virginia
$327K +$53.8K +476 +21%
MHC
628
Meyer Handelman Company
New York
$326K
DADC
629
D.A. Davidson & Co
Montana
$325K -$11.5K -102 -4%
FB
630
Fulton Bank
Pennsylvania
$324K -$36.9K -326 -11%
LTI
631
Laffer Tengler Investments
Tennessee
$324K +$218K +1,932 +240%
BRWA
632
B. Riley Wealth Advisors
Florida
$323K -$457K -4,042 -60%
WF
633
Welch & Forbes
Massachusetts
$323K
PFM
634
Parsec Financial Management
North Carolina
$321K
GPA
635
Garrison Point Advisors
California
$320K
MA
636
MUFG Americas
New York
$320K
MFA
637
Mayflower Financial Advisors
Massachusetts
$319K -$5.65K -50 -2%
GG
638
Gofen & Glossberg
Illinois
$319K -$905 -8 -0.3%
IFWM
639
Institute for Wealth Management
Colorado
$314K -$7.24K -64 -2%
FBT
640
First Bank & Trust
South Dakota
$314K +$9.84K +87 +3%
KFGK
641
Keystone Financial Group (Kentucky)
Kentucky
$313K
RCIM
642
Red Cedar Investment Management
Michigan
$311K +$297K +2,629 New
GD
643
Grandfield & Dodd
New York
$310K
BMO
644
Beck Mack & Oliver
New York
$308K -$22.6K -200 -7%
CANY
645
Caxton Associates (New York)
New York
$307K +$293K +2,592 New
NWA
646
New World Advisors
Massachusetts
$307K +$294K +2,596 New
PWM
647
Palumbo Wealth Management
New York
$307K +$294K +2,596 New
FCA
648
FinTrust Capital Advisors
South Carolina
$305K -$226K -2,000 -44%
SC
649
SouthState Corp
Florida
$304K
WT
650
Washington Trust
Rhode Island
$301K -$12K -106 -4%

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.