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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
FIB
701
First Interstate Bank
Montana
$202K
RCA
702
Ranch Capital Advisors
Florida
$202K
VWA
703
V Wealth Advisors
Kansas
$202K +$14.7K +137 +7%
IAA
704
Independent Advisor Alliance
North Carolina
$201K -$16.7K -156 -7%
PFM
705
Parsec Financial Management
North Carolina
$201K
NSIM
706
North Star Investment Management
Illinois
$196K
APW
707
Acima Private Wealth
Virginia
$194K
DMBA
708
Deseret Mutual Benefit Administrators
Utah
$194K
APA
709
American Portfolios Advisors
New York
$193K -$30.3K -283 -12%
RCC
710
Red Cedar Capital
Nebraska
$189K
WT
711
Whittier Trust
California
$188K +$2.14K +20 +1%
SIM
712
Sentry Investment Management
Wisconsin
$183K -$40.3K -377 -16%
BCWM
713
Bartlett & Co Wealth Management
Ohio
$182K
BC
714
Bartlett & Co
Ohio
$182K
ALAM
715
Asahi Life Asset Management
Japan
$180K +$203K +1,900 New
HBT
716
Hills Bank & Trust
Iowa
$176K
IA
717
IFP Advisors
Florida
$163K
HI
718
Harbour Investments
Wisconsin
$163K +$184K +1,719 New
BAMF
719
BI Asset Management Fondsmaeglerselskab
Denmark
$156K
DADC
720
D.A. Davidson & Co
Montana
$155K +$175K +1,640 New
TIM
721
Tortoise Investment Management
New York
$148K -$116K -1,084 -41%
PFBT
722
Parkside Financial Bank & Trust
Missouri
$148K -$11.9K -111 -7%
PAI
723
Pittenger & Anderson Inc
Nebraska
$147K
SIA
724
SkyView Investment Advisors
New Jersey
$146K +$164K +1,537 +51,233%
EI
725
Ellevest Inc
New York
$145K +$143K +1,334 +670%

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.