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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
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$19K
RA
852
Resolute Advisors
California
$19K
GRP
853
Global Retirement Partners
California
$19K +$3.73K +33 +25%
BCM
854
Bourgeon Capital Management
Connecticut
$18K
COCM
855
Charter Oak Capital Management
New Hampshire
$18K
LB
856
Legacy Bridge
Iowa
$18K
M
857
MOTCO
Texas
$18K
CFD
858
Creative Financial Designs
Indiana
$18K +$14.1K +125 +500%
SWM
859
Selective Wealth Management
Virginia
$18K +$17K +150 New
CCA
860
Column Capital Advisors
Indiana
$16K
HR
861
Howe & Rusling
New York
$16K
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$16K
PB
863
Pinnacle Bancorp
Nebraska
$16K
PSB
864
Piscataqua Savings Bank
New Hampshire
$16K
SBL
865
Sargent Bickham Lagudis
Colorado
$16K
EARNEST Partners
866
EARNEST Partners
Georgia
$15K
RBC
867
Roble Belko & Company
Pennsylvania
$15K
BAM
868
Barrett Asset Management
New York
$15K +$11.3K +100 +333%
Nisa Investment Advisors
869
Nisa Investment Advisors
Missouri
$14.7K -$1.11M -9,820 -7%
AIG
870
American International Group
New York
$14.3K -$118K -1,045 -0.9%
FCMT
871
Founders Capital Management (Texas)
Texas
$14K
CWAF
872
Core Wealth Advisors (Florida)
Florida
$14K +$13K +115 New
AA
873
Addison Advisors
Vermont
$14K +$13.1K +116 New
DWMG
874
DB Wealth Management Group
California
$13K
SL
875
Savior LLC
Massachusetts
$12K -$17.5K -155 -60%

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.