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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 1,155 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: 1,17610 (-1,166)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1,155

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
-1,166
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
1,155
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
826
Woodmont Investment Counsel
Tennessee
-$282K -1,654 Closed
PI
827
PFG Investments
New York
-$281K -1,648 Closed
SB
828
Sunflower Bank
Texas
-$281K -1,645 Closed
AP
829
Americana Partners
Texas
-$278K -1,627 Closed
OFS
830
OneAscent Financial Services
Alabama
-$276K -1,621 Closed
FFA
831
First Foundation Advisors
California
-$276K -1,619 Closed
CSIC
832
Clifford Swan Investment Counsel
California
-$276K -1,615 Closed
IWM
833
IHT Wealth Management
Illinois
-$274K -1,605 Closed
NI
834
NDVR Inc
Massachusetts
-$274K -1,603 Closed
VCM
835
Versant Capital Management
Arizona
-$273K -1,597 Closed
LCWP
836
Legacy Capital Wealth Partners
Arkansas
-$272K -1,595 Closed
TTWM
837
TCV Trust & Wealth Management
Virginia
-$267K -1,567 Closed
CFB
838
Cullen/Frost Bankers
Texas
-$267K -1,566 Closed
BCM
839
Brookstone Capital Management
Illinois
-$265K -1,555 Closed
CFG
840
CMC Financial Group
Georgia
-$265K -1,553 Closed
WA
841
Waverly Advisors
Alabama
-$264K -1,549 Closed
PC
842
Permanens Capital
New York
-$264K -1,546 Closed
SBFM
843
S-Bank Fund Management
Finland
-$263K -1,541 Closed
CI
844
Conning Inc
Connecticut
-$263K -1,540 Closed
BAM
845
Belpointe Asset Management
Nevada
-$262K -1,536 Closed
PFS
846
Prospera Financial Services
Texas
-$262K -1,536 Closed
AG
847
Ascent Group
Virginia
-$262K -1,533 Closed
MFA
848
Mayflower Financial Advisors
Massachusetts
-$259K -1,516 Closed
CM
849
Capula Management
Cayman Islands
-$258K -1,513 Closed
JAG
850
Journey Advisory Group
Kentucky
-$258K -1,511 Closed

DFS Hedge Fund Activity: Q2 2025 in Review

10 of the 7,595 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: 1,155 funds closed out of DFS and 1 opened new positions — a net loss of 1,154 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 1,176 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 1,155 closed out, a net change of -1,154 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.