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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
RCA
676
Ranch Capital Advisors
Florida
$252K
FIB
677
First Interstate Bank
Montana
$252K +$241K +2,132 New
CPA
678
Capital Planning Advisors
California
$251K +$240K +2,126 New
AWM
679
Aevitas Wealth Management
Massachusetts
$250K +$339 +3 +0.1%
CA
680
Cetera Advisors
Colorado
$248K -$12K -106 -5%
LFF
681
Level Four Financial
Texas
$247K +$236K +2,084 New
NAS
682
Nicolet Advisory Services
Wisconsin
$247K +$236K +2,084 New
BFA
683
Bragg Financial Advisors
North Carolina
$247K +$236K +2,088 New
VWA
684
V Wealth Advisors
Kansas
$247K +$237K +2,093 New
NSIM
685
North Star Investment Management
Illinois
$245K
ST
686
Smithfield Trust
Pennsylvania
$245K +$45.3K +401 +24%
CBOR
687
Community Bank of Raymore
Missouri
$244K +$233K +2,060 New
APW
688
Acima Private Wealth
Virginia
$243K
PP
689
Patron Partners
Texas
$243K +$233K +2,057 New
EFS
690
Essex Financial Services
Connecticut
$241K +$117K +1,039 New
4WM
691
44 Wealth Management
Oregon
$241K +$230K +2,034 New
CAM
692
Cozad Asset Management
Illinois
$239K -$11.3K -100 -5%
FFA
693
Founders Financial Alliance
North Carolina
$239K +$113 +1 +0%
ANTB
694
AMG National Trust Bank
Colorado
$239K +$229K +2,024 New
TNB
695
Thomasville National Bank
Georgia
$239K +$229K +2,024 New
BWM
696
Buckley Wealth Management
Nevada
$237K -$31.8K -281 -12%
RCC
697
Red Cedar Capital
Nebraska
$237K
CBFP
698
Cedar Brook Financial Partners
Ohio
$234K +$223K +1,976 New
MG
699
Meritage Group
California
$233K -$55.2K -488 -20%
ST
700
Sageworth Trust
Pennsylvania
$231K +$221K +1,952 New

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.