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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
LFG
826
Larson Financial Group
Missouri
$21K
FCMT
827
Founders Capital Management (Texas)
Texas
$21K +$11.3K +106 +90%
CA
828
Crewe Advisors
Utah
$21K +$21.4K +200 +800%
TWP
829
TFO Wealth Partners
Ohio
$20K +$22.5K +210 New
HDIM
830
Hanson & Doremus Investment Management
Vermont
$19K
HC
831
Hoese & Co
Minnesota
$19K
PA
832
PSI Advisors
Florida
$19K
CT
833
Cambridge Trust
Massachusetts
$19K +$18K +168 +525%
HWA
834
Heritage Wealth Advisors
Virginia
$19K +$19.3K +180 +900%
CWM
835
Cranbrook Wealth Management
Michigan
$18K -$12.6K -118 -39%
WPA
836
West Paces Advisors
Georgia
$17.2K
GWS
837
Glassman Wealth Services
Virginia
$17K -$3.32K -31 -15%
CWP
838
Concord Wealth Partners
Virginia
$17K -$3.1K -29 -14%
COCM
839
Charter Oak Capital Management
New Hampshire
$17K
PO
840
Private Ocean
California
$17K
JMF
841
Johnson Midwest Financial
Iowa
$17K +$107 +1 +0.5%
HFS
842
Heritage Financial Services
Massachusetts
$17K +$19.6K +183 New
EBA
843
Eagle Bay Advisors
New York
$16.9K +$19.2K +179 New
WB
844
West Bancorporation
Iowa
$14K -$4.28K -40 -21%
RMC
845
Resources Management Corp
Connecticut
$14K -$856 -8 -5%
BCM
846
Bourgeon Capital Management
Connecticut
$14K
CFD
847
Creative Financial Designs
Indiana
$14K
LB
848
Legacy Bridge
Iowa
$14K
VCM
849
Vigilant Capital Management
Maine
$14K
ZIG
850
Zullo Investment Group
Pennsylvania
$14K

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.