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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
JWCA
676
J.W. Cole Advisors
Florida
-$488K -2,856 Closed
FA
677
Fiduciary Alliance
South Carolina
-$486K -2,845 Closed
MAM
678
Madison Asset Management
Wisconsin
-$485K -2,844 Closed
3IP
679
3Chopt Investment Partners
Virginia
-$485K -2,842 Closed
CGIM
680
Cannon Global Investment Management
Florida
-$484K -2,836 Closed
TAM
681
Tocqueville Asset Management
New York
-$484K -2,833 Closed
SAM
682
Silvercrest Asset Management
New York
-$483K -2,828 Closed
PNC
683
Park National Corp
Ohio
-$482K -2,822 Closed
RA
684
RFG Advisory
Alabama
-$482K -2,822 Closed
ZIM
685
Zacks Investment Management
Illinois
-$480K -2,811 Closed
AIA
686
Arbor Investment Advisors
North Carolina
-$480K -2,810 Closed
HAIM
687
Hunter Associates Investment Management
Pennsylvania
-$478K -2,800 Closed
TCOV
688
Trust Company of Vermont
Vermont
-$478K -2,800 Closed
MMA
689
Miracle Mile Advisors
California
-$478K -2,799 Closed
SIC
690
Sage Investment Counsel
Tennessee
-$476K -2,790 Closed
CAM
691
Cidel Asset Management
Ontario, Canada
-$472K -2,766 Closed
BCM
692
Birch Capital Management
Texas
-$472K -2,765 Closed
SWM
693
SeaCrest Wealth Management
New York
-$472K -2,763 Closed
ZF
694
Zhang Financial
Michigan
-$468K -2,744 Closed
CIM
695
Cambria Investment Management
California
-$465K -2,724 Closed
SWM
696
Spire Wealth Management
Virginia
-$461K -2,703 Closed
FFG
697
Fortem Financial Group
California
-$460K -2,696 Closed
MG
698
Mather Group
Illinois
-$457K -2,675 Closed
CM
699
Cercano Management
Washington
-$455K -2,666 Closed
VV
700
Verity & Verity
South Carolina
-$453K -2,656 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.