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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
LPT
726
Legacy Private Trust
Wisconsin
$201K +$192K +1,700 New
WPW
727
Waldron Private Wealth
Pennsylvania
$201K +$192K +1,702 New
WP
728
WMS Partners
Maryland
$200K +$191K +1,690 New
BU
729
BBVA USA
Alabama
$196K +$188K +1,662 New
RE
730
RBC Europe
United Kingdom
$193K
APA
731
American Portfolios Advisors
New York
$193K +$55.7K +493 +43%
HWMA
732
Heritage Wealth Management (Arizona)
Arizona
$192K -$265K -2,342 -59%
PAI
733
Pittenger & Anderson Inc
Nebraska
$183K +$452 +4 +0.3%
PMAS
734
PNC Managed Account Solutions
Texas
$180K +$172K +1,522 New
CLOS
735
Compagnie Lombard Odier SCmA
Switzerland
$177K
CCM
736
Covington Capital Management
California
$165K +$100K +887 +176%
SWA
737
Sutton Wealth Advisors
Florida
$163K
PFGIA
738
Patriot Financial Group Insurance Agency
Massachusetts
$160K +$118K +1,043 +336%
CCC
739
Crescent Capital Consulting
Louisiana
$154K
OC
740
Oakworth Capital
Alabama
$154K
AF
741
Allworth Financial
California
$150K -$113 -1 -0.1%
PGWM
742
Parisi Gray Wealth Management
New Jersey
$150K +$144K +1,272 New
WB
743
Webster Bank
Connecticut
$148K
BFC
744
Bedel Financial Consulting
Indiana
$144K +$39.7K +351 +40%
PCG
745
Private Capital Group
Connecticut
$140K +$4.75K +42 +4%
TWA
746
TCI Wealth Advisors
Arizona
$131K +$8.59K +76 +7%
CT
747
Caldwell Trust
Florida
$130K
NFG
748
Next Financial Group
Texas
$128K -$371K -3,285 -75%
LSA
749
Leonteq Securities AG
Switzerland
$128K +$26.7K +236 +28%
EWM
750
Evermay Wealth Management
Virginia
$127K +$122K +1,075 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.