We are live on ! Find out more
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
MAM
801
McLean Asset Management
Virginia
-$273K -1,843 Closed
APA
802
Astoria Portfolio Advisors
New York
-$329K -1,841 Closed
RZH
803
Relyea Zuckerberg Hanson
Connecticut
-$313K -1,836 Closed
LDB
804
Lee, Danner & Bass
Tennessee
-$312K -1,825 Closed
WT
805
Washington Trust
Rhode Island
-$310K -1,818 Closed
AWA
806
Arkadios Wealth Advisors
Georgia
-$310K -1,817 Closed
FIA
807
Foundations Investment Advisors
Arizona
-$309K -1,811 Closed
BCWM
808
Bartlett & Co Wealth Management
Ohio
-$309K -1,810 Closed
GIA
809
Gladstone Institutional Advisory
Florida
-$308K -1,805 Closed
BFC
810
Bedel Financial Consulting
Indiana
-$336K -1,786 Closed
SWP
811
Sagespring Wealth Partners
Tennessee
-$305K -1,785 Closed
AFA
812
AA Financial Advisors
Ohio
-$302K -1,770 Closed
PRI
813
Prepared Retirement Institute
Pennsylvania
-$299K -1,752 Closed
TLFA
814
True Link Financial Advisors
California
-$299K -1,749 Closed
CS
815
Cannell & Spears
New York
-$297K -1,740 Closed
HBT
816
Hills Bank & Trust
Iowa
-$294K -1,724 Closed
AAS
817
Ameritas Advisory Services
Nebraska
-$295K -1,723 Closed
4WM
818
44 Wealth Management
Oregon
-$294K -1,722 Closed
GF
819
Gries Financial
Ohio
-$293K -1,716 Closed
KDA
820
Kraft Davis & Associates
Missouri
-$297K -1,716 Closed
NEWAS
821
N.E.W. Advisory Services
Wisconsin
-$291K -1,707 Closed
FBT
822
First Bank & Trust
South Dakota
-$291K -1,703 Closed
APC
823
Aspire Private Capital
North Carolina
-$287K -1,683 Closed
BWA
824
Burt Wealth Advisors
Maryland
-$286K -1,673 Closed
PCS
825
Personal CFO Solutions
New Jersey
-$283K -1,660 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.