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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
SSG
776
Summit Securities Group
New York
$55K +$50.1K +468 +397%
ST
777
Smithfield Trust
Pennsylvania
$53K
CWC
778
Carolinas Wealth Consulting
North Carolina
$52K +$214 +2 +0.4%
CDIA
779
Capital Directions Investment Advisors
Georgia
$51K
First Manhattan
780
First Manhattan
New York
$49K -$5.14K -48 -8%
PCG
781
Private Capital Group
Connecticut
$48K -$1.71K -16 -3%
C
782
Covestor
United Kingdom
$48K +$18.5K +173 +51%
FNBOSM
783
First National Bank of South Miami
Florida
$47K
OIA
784
Optimum Investment Advisors
Illinois
$47K
HBW
785
Hazlett, Burt & Watson
West Virginia
$45K -$4.07K -38 -7%
CI
786
CX Institutional
Indiana
$45K +$50.4K +471 New
VCM
787
Versant Capital Management
Arizona
$44K
RA
788
Rise Advisors
New York
$44K +$214 +2 +0.4%
BBPWM
789
Blue Bell Private Wealth Management
Pennsylvania
$43K -$2.67K -25 -5%
VNA
790
Valley National Advisers
Pennsylvania
$43K
LC
791
Lindbrook Capital
California
$43K +$8.77K +82 +22%
WTC
792
WhitTier Trust Company
Nevada
$43K +$12.3K +115 +34%
ATC
793
Adirondack Trust Company
New York
$42K
FCB
794
First Command Bank
Texas
$42K
FCFS
795
First Command Financial Services
Texas
$42K
SFA
796
Semmax Financial Advisors
North Carolina
$42K
Bank of Montreal
797
Bank of Montreal
Ontario, Canada
$38.6K -$3.21M -30,011 -7%
MCC
798
Money Concepts Capital
Florida
$38K -$152K -1,420 -79%
CB
799
CNB Bank
Pennsylvania
$38K
PCTC
800
Perkins Coie Trust Company
Washington
$38K

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.