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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
FA
826
Fortis Advisors
Pennsylvania
$30K
LAS
827
Lloyd Advisory Services
Georgia
$30K
TFIPS
828
Towarzystwo Funduszy Inwestycyjnych PZU SA
$29.6K
Bank Julius Baer & Co
829
Bank Julius Baer & Co
Switzerland
$29K
HFS
830
Hantz Financial Services
Michigan
$29K
IF
831
Ironwood Financial
Arizona
$29K
CM
832
Capula Management
Cayman Islands
$28K -$560K -4,950 -95%
ONST
833
Old North State Trust
North Carolina
$28K +$5.65K +50 +27%
BAM
834
Baldrige Asset Management
Pennsylvania
$28K +$26.3K +233 New
CWP
835
Concord Wealth Partners
Virginia
$26K -$5.88K -52 -19%
GLLW
836
Graves Light Lenhart Wealth
Virginia
$26K
VRM
837
Vectors Research Management
New York
$26K
APWA
838
Atlas Private Wealth Advisors
New Jersey
$25K
RAM
839
Riggs Asset Management
Pennsylvania
$25K
AA
840
AlphaMark Advisors
Kentucky
$24K
DA
841
Denali Advisors
California
$24K
HC
842
Hoese & Co
Minnesota
$24K +$22.7K +201 New
SIM
843
Sentry Investment Management
Wisconsin
$23K -$335K -2,964 -94%
SIA
844
SkyView Investment Advisors
New Jersey
$23K
FHC
845
First Horizon Corporation
Tennessee
$22K +$339 +3 +2%
WPA
846
West Paces Advisors
Georgia
$21.5K
PO
847
Private Ocean
California
$21K
JMF
848
Johnson Midwest Financial
Iowa
$21K +$113 +1 +0.6%
GWS
849
Glassman Wealth Services
Virginia
$21K +$9.95K +88 +100%
EBA
850
Eagle Bay Advisors
New York
$20K +$18K +159 New

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.