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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
CAS
776
CTC Alternative Strategies
Illinois
-$341K -2,000 Closed
SAM
777
Smartleaf Asset Management
Massachusetts
-$318K -2,000 Closed
JC
778
JBGlobal.com
New York
-$341K -1,996 Closed
DWM
779
Dakota Wealth Management
Florida
-$340K -1,993 Closed
IAA
780
Independent Advisor Alliance
North Carolina
-$340K -1,992 Closed
QC
781
Quent Capital
New York
-$339K -1,989 Closed
GEM
782
Global Endowment Management
North Carolina
-$339K -1,986 Closed
PP
783
PDS Planning
Ohio
-$336K -1,971 Closed
LA
784
Legacy Advisors
Pennsylvania
-$335K -1,965 Closed
CGL
785
Clarius Group LLC
Washington
-$333K -1,953 Closed
LS
786
Livforsakringsbolaget Skandia
Sweden
-$333K -1,949 Closed
PPWP
787
Premier Path Wealth Partners
New Jersey
-$332K -1,942 Closed
BWP
788
Barlow Wealth Partners
Kentucky
-$359K -1,940 Closed
JWCA
789
J.W. Coons Advisors
Ohio
-$331K -1,938 Closed
VA
790
Valmark Advisers
Ohio
-$328K -1,923 Closed
AWM
791
Aviso Wealth Management
Washington
-$328K -1,920 Closed
FFA
792
Founders Financial Alliance
North Carolina
-$326K -1,910 Closed
IPW
793
Inlet Private Wealth
Florida
-$326K -1,910 Closed
PPG
794
Peak Planning Group
Colorado
-$325K -1,901 Closed
CSB
795
City State Bank
Iowa
-$323K -1,892 Closed
CWM
796
Calamos Wealth Management
Illinois
-$322K -1,887 Closed
CPA
797
Court Place Advisors
Maryland
-$321K -1,878 Closed
PWM
798
Perigon Wealth Management
California
-$315K -1,848 Closed
VC
799
Vicus Capital
Pennsylvania
-$316K -1,848 Closed
MPM
800
MBB Public Markets
Illinois
-$315K -1,846 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.