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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
CLOS
726
Compagnie Lombard Odier SCmA
Switzerland
$142K
TF
727
Tompkins Financial
New York
$142K +$53.5K +500 +50%
TCWM
728
Total Clarity Wealth Management
Illinois
$141K +$160K +1,491 New
CFGS
729
Concourse Financial Group Securities
Alabama
$140K +$10.5K +98 +7%
S
730
Seeyond
France
$139K -$3.21K -30 -2%
T
731
TOBAM
France
$136K +$154K +1,443 New
SWA
732
Sutton Wealth Advisors
Florida
$130K -$1.6K -15 -1%
CCM
733
Covington Capital Management
California
$129K
PCM
734
Penserra Capital Management
California
$124K -$6.85K -64 -5%
OC
735
Oakworth Capital
Alabama
$123K
AF
736
Allworth Financial
California
$122K -$46.5K -435 -25%
GIA
737
GHP Investment Advisors
Colorado
$121K -$24.3K -227 -15%
WB
738
Webster Bank
Connecticut
$119K
SOW
739
State of Wyoming
Wyoming
$117K -$74.3K -694 -36%
FPS
740
Fieldpoint Private Securities
Connecticut
$113K -$175K -1,640 -58%
TWA
741
TCI Wealth Advisors
Arizona
$104K +$11.8K +110 +11%
EWM
742
Evermay Wealth Management
Virginia
$102K
GRP
743
Global Retirement Partners
California
$100K +$749 +7 +0.7%
PWMG
744
Prestige Wealth Management Group
New Jersey
$99K
PSB
745
Piscataqua Savings Bank
New Hampshire
$98K +$96.3K +900 +647%
GC
746
Globeflex Capital
California
$96K +$109K +1,017 New
SM
747
SG3 Management
Puerto Rico
$95K +$107K +1,000 New
GI
748
Gradient Investments
Minnesota
$92K +$5.67K +53 +6%
HWMA
749
Heritage Wealth Management (Arizona)
Arizona
$90.1K
PTC
750
Private Trust Company
Ohio
$90K +$101K +948 New

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.