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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
HA
651
HYA Advisors
Missouri
$301K +$452 +4 +0.2%
BCM
652
Bayesian Capital Management
New York
$296K -$204K -1,800 -42%
PIP
653
Peachtree Investment Partners
Florida
$296K
IWM
654
IHT Wealth Management
Illinois
$291K +$3.84K +34 +1%
FHB
655
First Hawaiian Bank
Hawaii
$288K -$72.9K -645 -21%
OPS
656
Orion Portfolio Solutions
Nebraska
$286K +$10.7K +95 +4%
HI
657
Horizon Investments
North Carolina
$286K +$16.1K +142 +6%
OSAM
658
O'Shaughnessy Asset Management
Connecticut
$285K +$188K +1,662 +222%
CCA
659
Checchi Capital Advisers
California
$282K +$269K +2,382 New
MGIA
660
Moneta Group Investment Advisors
Missouri
$278K -$12.8K -113 -5%
CC
661
Courier Capital
New York
$278K
JWCA
662
J.W. Coons Advisors
Ohio
$277K -$99.5K -880 -27%
RZH
663
Relyea Zuckerberg Hanson
Connecticut
$277K +$4.97K +44 +2%
RBFC
664
Roman Butler Fullerton & Co
Missouri
$276K +$113 +1 +0%
FIA
665
Foundations Investment Advisors
Arizona
$276K +$255K +2,256 New
GIA
666
Gladstone Institutional Advisory
Florida
$276K +$264K +2,331 New
JIR
667
James Investment Research
Ohio
$275K -$66.6K -589 -20%
AO
668
Advisor OS
Illinois
$271K +$1.24K +11 +0.5%
RG
669
Renaissance Group
Kentucky
$267K -$211K -1,863 -45%
MAFM
670
Mid Atlantic Financial Management
Pennsylvania
$267K +$255K +2,258 New
RIL
671
Rothschild Investment LLC
Illinois
$263K -$301K -2,662 -55%
FCBT
672
First Citizens Bank & Trust
North Carolina
$262K +$251K +2,218 New
CL
673
CPWM LLC
Washington
$259K
GCP
674
GSA Capital Partners
United Kingdom
$258K +$247K +2,184 New
DW
675
Domani Wealth
Pennsylvania
$256K

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.