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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
ACA
701
Atlas Capital Advisors
Wyoming
-$452K -2,648 Closed
KA
702
Kozak & Associates
Colorado
-$418K -2,625 Closed
VFA
703
Valeo Financial Advisors
Indiana
-$446K -2,610 Closed
CL
704
CSS LLC
Illinois
-$443K -2,598 Closed
AWM
705
Axxcess Wealth Management
California
-$442K -2,592 Closed
CAAS
706
Capital Asset Advisory Services
Michigan
-$456K -2,592 Closed
CCA
707
Checchi Capital Advisers
California
-$439K -2,569 Closed
EFS
708
Essex Financial Services
Connecticut
-$438K -2,566 Closed
CBA
709
Coastal Bridge Advisors
Connecticut
-$437K -2,560 Closed
IAN
710
Integrated Advisors Network
Texas
-$436K -2,556 Closed
MWM
711
Mission Wealth Management
California
-$436K -2,556 Closed
SAI
712
Systematic Alpha Investments
New Jersey
-$435K -2,547 Closed
CI
713
Cigna Investments
Connecticut
-$434K -2,539 Closed
GSB
714
Greenfield Savings Bank
Massachusetts
-$433K -2,535 Closed
Fisher Asset Management
715
Fisher Asset Management
Washington
-$432K -2,533 Closed
HI
716
Harbour Investments
Wisconsin
-$432K -2,533 Closed
AF
717
Advisornet Financial
Minnesota
-$431K -2,527 Closed
GFA
718
Gallagher Fiduciary Advisors
Illinois
-$431K -2,522 Closed
PIP
719
Peachtree Investment Partners
Florida
-$430K -2,520 Closed
BMO
720
Beck Mack & Oliver
New York
-$427K -2,500 Closed
HIIFS
721
Harel Insurance Investments & Financial Services
Israel
-$427K -2,500 Closed
ONB
722
Old National Bancorp
Indiana
-$423K -2,476 Closed
RFC
723
Regions Financial Corp
Alabama
-$418K -2,447 Closed
AIP
724
Ameritas Investment Partners
Nebraska
-$418K -2,446 Closed
TWM
725
TriaGen Wealth Management
California
-$417K -2,443 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.