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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
CAL
776
Capital Advisors Ltd
Ohio
$68K +$113 +1 +0.2%
First Manhattan
777
First Manhattan
New York
$66K
LFG
778
Larson Financial Group
Missouri
$66K +$226 +2 +0.4%
CDIA
779
Capital Directions Investment Advisors
Georgia
$64K +$61.1K +540 New
EFSCE
780
Enterprise Financial Services Corp (EFSC)
Missouri
$63K -$8.03K -71 -12%
RMC
781
Resources Management Corp
Connecticut
$63K
SIM
782
Sonora Investment Management
Arizona
$63K
FPB
783
First PREMIER Bank
South Dakota
$62K
SWA
784
SOA Wealth Advisors
New York
$62K +$19.8K +175 +50%
CFGS
785
Concourse Financial Group Securities
Alabama
$60K -$113 -1 -0.2%
FNBOSM
786
First National Bank of South Miami
Florida
$59K
OIA
787
Optimum Investment Advisors
Illinois
$59K
VCM
788
Versant Capital Management
Arizona
$58K -$905 -8 -2%
ATC
789
Adirondack Trust Company
New York
$52K
FCB
790
First Command Bank
Texas
$52K
FCFS
791
First Command Financial Services
Texas
$52K
VNA
792
Valley National Advisers
Pennsylvania
$51K
BHWM
793
Bay Harbor Wealth Management
Maryland
$50K +$226 +2 +0.5%
PCTC
794
Perkins Coie Trust Company
Washington
$48K
AssetMark Inc
795
AssetMark Inc
California
$48K +$791 +7 +2%
GM
796
GeoWealth Management
Illinois
$48K +$45.2K +400 New
BWA
797
BDO Wealth Advisors
Florida
$47K
CB
798
CNB Bank
Pennsylvania
$47K
NSB
799
Norway Savings Bank
Maine
$47K
JWA
800
JFS Wealth Advisors
Pennsylvania
$47K +$45.2K +400 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.