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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
DAS
626
Diversify Advisory Services
Utah
-$635K -3,424 Closed
OIA
627
OneDigital Investment Advisors
Kansas
-$585K -3,424 Closed
FFP
628
FourThought Financial Partners
Florida
-$584K -3,421 Closed
PCM
629
Pennsylvania Capital Management
Pennsylvania
-$583K -3,416 Closed
TWC
630
TD Waterhouse Canada
Ontario, Canada
-$579K -3,403 Closed
AM
631
AGF Management
Ontario, Canada
-$580K -3,399 Closed
ABLA
632
Alan B. Lancz & Associates
Ohio
-$572K -3,350 Closed
PSFG
633
Prairie Sky Financial Group
Illinois
-$567K -3,320 Closed
SCM
634
SCS Capital Management
Massachusetts
-$565K -3,311 Closed
SWM
635
Sendero Wealth Management
Texas
-$565K -3,308 Closed
LGA
636
Lebenthal Global Advisors
New York
-$555K -3,253 Closed
GAA
637
Global Assets Advisory
Florida
-$528K -3,234 Closed
FRA
638
Frank Rimerman Advisors
California
-$547K -3,206 Closed
MYIA
639
Mount Yale Investment Advisors
Colorado
-$547K -3,206 Closed
MCM
640
MAI Capital Management
Ohio
-$546K -3,201 Closed
SCA
641
Snowden Capital Advisors
New York
-$546K -3,201 Closed
HWA
642
HCR Wealth Advisors
California
-$546K -3,198 Closed
JIC
643
Johnson Investment Counsel
Ohio
-$544K -3,189 Closed
EIP
644
Epoch Investment Partners
New York
-$543K -3,183 Closed
AIA
645
Affinity Investment Advisors
California
-$539K -3,159 Closed
SC
646
Schubert & Co
Texas
-$533K -3,124 Closed
CWP
647
Cyndeo Wealth Partners
Florida
-$529K -3,099 Closed
CT
648
Chicago Trust
Illinois
-$527K -3,089 Closed
CAM
649
Councilmark Asset Management
Tennessee
-$524K -3,070 Closed
EFG
650
Everhart Financial Group
Ohio
-$524K -3,067 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.