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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
IAMOG
801
Investors Asset Management of Georgia
Georgia
$38K +$42.8K +400 New
BWA
802
BDO Wealth Advisors
Florida
$37K
MGIM
803
M&G Investment Management
United Kingdom
$35.8K +$3.4M +31,820 +9%
JWA
804
JFS Wealth Advisors
Pennsylvania
$35K -$1.93K -18 -5%
AAP
805
Arax Advisory Partners
Colorado
$35K +$18K +168 +85%
SC
806
Stephens Consulting
Michigan
$33.1K
GL
807
GHE LLC
Tennessee
$33K +$32.1K +300 New
CAM
808
CenterStar Asset Management
Illinois
$30K
HIA
809
Harbor Investment Advisory
Maryland
$30K
TSW
810
Thompson Siegel & Walmsley
Virginia
$29K
CA
811
CoreCap Advisors
Michigan
$28K -$186K -1,737 -86%
SWM
812
Selective Wealth Management
Virginia
$28K -$32.1K -300 -50%
PFA
813
Professional Financial Advisors
Nebraska
$28K
VRM
814
Vectors Research Management
New York
$28K
1IA
815
1834 Investment Advisors
Wisconsin
$28K +$21.4K +200 +200%
BTI
816
Blue Trust Inc
Georgia
$28K +$26.8K +250 New
CHC
817
City Holding Co
West Virginia
$26K
AS
818
Altshuler Shaham
Israel
$25K -$9.2K -86 -25%
CFO
819
CVA Family Office
Colorado
$24K -$22.5K -210 -45%
AA
820
AlphaMark Advisors
Kentucky
$23K
KFI
821
Key Financial Inc
Pennsylvania
$23K
TFP
822
Tilia Fiduciary Partners
North Carolina
$23K
SWA
823
SOA Wealth Advisors
New York
$22K -$31.1K -291 -55%
FMII
824
Farmers & Merchants Investments Inc
Nebraska
$22K
GLLW
825
Graves Light Lenhart Wealth
Virginia
$21K

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.