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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
IQI
726
Integrated Quantitative Investments
Washington
-$417K -2,440 Closed
A
727
Allianz
Germany
-$416K -2,436 Closed
FPAS
728
Focus Partners Advisor Solutions
Missouri
-$414K -2,425 Closed
WI
729
Wedgewood Investors
Pennsylvania
-$413K -2,420 Closed
SPWM
730
Schrum Private Wealth Management
Florida
-$411K -2,407 Closed
AI
731
Atom Investors
Texas
-$406K -2,381 Closed
MWM
732
Modera Wealth Management
New Jersey
-$406K -2,381 Closed
GD
733
Grandfield & Dodd
New York
-$406K -2,376 Closed
IFWM
734
Institute for Wealth Management
Colorado
-$403K -2,364 Closed
RBC
735
Romano Brothers & Co
Illinois
-$400K -2,346 Closed
CW
736
CreativeOne Wealth
Kansas
-$399K -2,340 Closed
GL
737
Graypoint LLC
New York
-$397K -2,328 Closed
MOS
738
MGO One Seven
Ohio
-$394K -2,306 Closed
EWA
739
EverSource Wealth Advisors
Alabama
-$391K -2,292 Closed
RBFC
740
Roman Butler Fullerton & Co
Missouri
-$365K -2,278 Closed
FIB
741
First Interstate Bank
Montana
-$388K -2,273 Closed
SPC
742
Sigma Planning Corp
Michigan
-$386K -2,261 Closed
BPA
743
Beacon Pointe Advisors
California
-$385K -2,254 Closed
BAM
744
Berkshire Asset Management
Pennsylvania
-$428K -2,228 Closed
OL
745
Optas LLC
Texas
-$380K -2,227 Closed
RG
746
Renaissance Group
Kentucky
-$379K -2,222 Closed
JC
747
JBF Capital
Colorado
-$376K -2,200 Closed
CI
748
CX Institutional
Indiana
-$373K -2,186 Closed
EWM
749
Empirical Wealth Management
Washington
-$372K -2,180 Closed
ISWM
750
Independent Solutions Wealth Management
New York
-$371K -2,171 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.