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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
PIP
676
Peachtree Investment Partners
Florida
$236K
FMWA
677
Forvis Mazars Wealth Advisors
Missouri
$236K +$268K +2,500 New
WH
678
Willner & Heller
California
$233K +$31.5K +294 +14%
EP
679
Eudaimonia Partners
Tennessee
$233K +$263K +2,458 New
CL
680
CPWM LLC
Washington
$230K +$21.6K +202 +9%
QFA
681
Quantum Financial Advisors
California
$225K +$223K +2,085 New
GG
682
Gofen & Glossberg
Illinois
$222K -$14.7K -137 -6%
KFP
683
KB Financial Partners
New Jersey
$222K +$138K +1,287 +121%
FBT
684
First Bank & Trust
South Dakota
$221K -$3.42K -32 -1%
FMI
685
F/M Investments
District of Columbia
$219K +$199K +1,859 New
WF
686
Welch & Forbes
Massachusetts
$218K
Verition Fund Management
687
Verition Fund Management
Connecticut
$216K -$403K -3,767 -62%
ZCA
688
Zeke Capital Advisors
Pennsylvania
$215K +$46.1K +431 +23%
SC
689
SouthState Corp
Florida
$214K -$19.8K -185 -8%
RIL
690
Rothschild Investment LLC
Illinois
$214K
RG
691
Renaissance Group
Kentucky
$214K +$321 +3 +0.1%
CG
692
Caprock Group
Idaho
$211K +$238K +2,228 New
MWM
693
Mission Wealth Management
California
$211K +$239K +2,231 New
CAM
694
Cozad Asset Management
Illinois
$208K +$8.35K +78 +4%
ICP
695
Interchange Capital Partners
Pennsylvania
$207K +$235K +2,195 New
CIP
696
Convergence Investment Partners
Florida
$205K -$170K -1,591 -42%
PFS
697
Prospera Financial Services
Texas
$205K +$42.7K +399 +23%
BCM
698
Brookstone Capital Management
Illinois
$204K -$40.8K -381 -16%
DW
699
Domani Wealth
Pennsylvania
$204K
WT
700
Washington Trust
Rhode Island
$202K -$6.1K -57 -3%

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.