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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
MA
801
Modus Advisors
Minnesota
$47K +$45.3K +401 New
SFA
802
Semmax Financial Advisors
North Carolina
$46K
AS
803
Altshuler Shaham
Israel
$45K +$16.2K +143 +60%
ADL
804
Asset Dedication LLC
California
$45K +$46.1K +408 New
KFI
805
Key Financial Inc
Pennsylvania
$43K
AWM
806
AllSquare Wealth Management
New York
$42K
SSB
807
Sandy Spring Bank
Maryland
$42K +$27.2K +241 +211%
HIA
808
Harbor Investment Advisory
Maryland
$41K +$3.62K +32 +10%
KFS
809
Kelly Financial Services
Massachusetts
$38K +$504K +4,457 +11,729%
CA
810
Clearstead Advisors
Ohio
$37K +$8.03K +71 +29%
TSW
811
Thompson Siegel & Walmsley
Virginia
$36K -$1.13K -10 -3%
CWM
812
Cranbrook Wealth Management
Michigan
$36K
PFBT
813
Parkside Financial Bank & Trust
Missouri
$35K -$5.54K -49 -14%
LC
814
Lindbrook Capital
California
$35K
LWM
815
Liberty Wealth Management
California
$35K +$2.04K +18 +6%
PFA
816
Professional Financial Advisors
Nebraska
$35K +$4.3K +38 +15%
CFO
817
CVA Family Office
Colorado
$35K +$4.52K +40 +16%
SB
818
Strategic Blueprint
Georgia
$35K +$33.8K +299 New
MGIM
819
M&G Investment Management
United Kingdom
$33.5K +$91.7K +811 +0.3%
NL
820
NVWM LLC
Pennsylvania
$33K
TFO
821
Tarbox Family Office
California
$33K
CHC
822
City Holding Co
West Virginia
$32K
WTC
823
WhitTier Trust Company
Nevada
$32K
GAM
824
Gemmer Asset Management
California
$31K +$565 +5 +2%
KFA
825
Krane Funds Advisors
New York
$30K -$499K -4,414 -95%

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.