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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
RB
701
Renasant Bank
Mississippi
$230K -$22.5K -199 -9%
IA
702
IFP Advisors
Florida
$229K -$10.9K -96 -5%
HFM
703
Harvest Fund Management
China
$227K +$163K +1,442 +316%
APP
704
Avantax Planning Partners
Iowa
$227K +$217K +1,915 New
SOW
705
State of Wyoming
Wyoming
$224K +$160K +1,412 +290%
WT
706
Whittier Trust
California
$223K
SWMG
707
Strategic Wealth Management Group
Maryland
$223K +$213K +1,884 New
SAM
708
Strategy Asset Managers
California
$223K +$213K +1,884 New
MAM
709
McLean Asset Management
Virginia
$222K +$208K +1,841 New
FMI
710
F/M Investments
District of Columbia
$219K +$210K +1,859 New
LDB
711
Lee, Danner & Bass
Tennessee
$216K +$206K +1,825 New
SW
712
SVB Wealth
Massachusetts
$215K +$206K +1,818 New
SCA
713
Snowden Capital Advisors
New York
$214K +$204K +1,807 New
SFS
714
Strategic Financial Services
New York
$213K +$203K +1,799 New
ALAM
715
Asahi Life Asset Management
Japan
$213K +$204K +1,800 New
BFPW
716
BOK Financial Private Wealth
Colorado
$212K +$203K +1,793 New
MIA
717
MainStreet Investment Advisors
Illinois
$212K +$203K +1,795 New
MMA
718
Miracle Mile Advisors
California
$212K +$203K +1,795 New
AIP
719
Almanack Investment Partners
Pennsylvania
$210K +$201K +1,777 New
BSW
720
Buckingham Strategic Wealth
Missouri
$210K +$201K +1,779 New
PA
721
Parallel Advisors
California
$207K +$40.1K +355 +25%
HBT
722
Hills Bank & Trust
Iowa
$206K
FPS
723
Fieldpoint Private Securities
Connecticut
$205K +$123K +1,090 +237%
DS
724
DRW Securities
Illinois
$204K +$195K +1,725 New
CRI
725
Colonial River Investments
Virginia
$202K +$193K +1,705 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.