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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
FB
651
Fulton Bank
Pennsylvania
$256K -$2.67K -25 -0.9%
RE
652
RBC Europe
United Kingdom
$256K
TWM
653
TriaGen Wealth Management
California
$255K -$2.78K -26 -1%
MNBTD
654
Moody National Bank Trust Division
Texas
$255K +$288K +2,691 New
Two Sigma Advisers
655
Two Sigma Advisers
New York
$255K +$289K +2,700 New
RZH
656
Relyea Zuckerberg Hanson
Connecticut
$254K -$19.9K -186 -6%
BL
657
Balentine LLC
Georgia
$253K +$76.7K +717 +37%
CWS
658
Confluence Wealth Services
Pennsylvania
$252K +$249K +2,331 New
LP
659
LMR Partners
United Kingdom
$252K +$285K +2,662 New
AAS
660
Annex Advisory Services
Wisconsin
$250K +$283K +2,643 New
AT
661
American Trust
Kentucky
$249K -$191K -1,787 -40%
MA
662
Montag & Associates
Georgia
$248K
DA
663
DCM Advisors
New York
$248K +$43.7K +408 +18%
SFG
664
SevenBridge Financial Group
Pennsylvania
$246K -$21.4K -200 -7%
BMO
665
Beck Mack & Oliver
New York
$246K
HWM
666
HB Wealth Management
Georgia
$245K +$36.6K +342 +15%
GPA
667
Garrison Point Advisors
California
$244K -$12.8K -120 -4%
GSB
668
Greenfield Savings Bank
Massachusetts
$244K +$276K +2,575 New
SAI
669
Systematic Alpha Investments
New Jersey
$241K
BFA
670
Bragg Financial Advisors
North Carolina
$241K +$49.2K +460 +22%
IC
671
Intersect Capital
California
$241K +$272K +2,544 New
GWM
672
Geneos Wealth Management
Colorado
$239K -$39K -364 -13%
IFWM
673
Institute for Wealth Management
Colorado
$239K
SPWM
674
Schrum Private Wealth Management
Florida
$237K
BBHC
675
Brown Brothers Harriman & Co
New York
$237K +$12.4K +116 +5%

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.