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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
MSAM
851
Moloney Securities Asset Management
Missouri
-$257K -1,505 Closed
RGC
852
Roberts, Glore & Co
Illinois
-$256K -1,500 Closed
CFP
853
Catalyst Financial Partners
Massachusetts
-$251K -1,471 Closed
GS
854
GTS Securities
New York
-$251K -1,470 Closed
AWM
855
Avior Wealth Management
Nebraska
-$251K -1,468 Closed
MWM
856
Meridian Wealth Management
Kentucky
-$250K -1,466 Closed
PPC
857
Park Place Capital
Alabama
-$250K -1,463 Closed
C
858
Certuity
Florida
-$249K -1,460 Closed
Pzena Investment Management
859
Pzena Investment Management
New York
-$249K -1,459 Closed
ATPW
860
Ashton Thomas Private Wealth
Arizona
-$249K -1,458 Closed
AIA
861
AssuredPartners Investment Advisors
Florida
-$249K -1,457 Closed
WJWM
862
Williams Jones Wealth Management
New York
-$249K -1,456 Closed
SWM
863
Seed Wealth Management
Illinois
-$248K -1,453 Closed
ECM
864
Evergreen Capital Management
Washington
-$248K -1,452 Closed
AA
865
Alta Advisers
United Kingdom
-$248K -1,450 Closed
LIM
866
Leavell Investment Management
Alabama
-$248K -1,450 Closed
TWM
867
Tanager Wealth Management
United Kingdom
-$246K -1,443 Closed
ATC
868
Argent Trust Co
Tennessee
-$246K -1,440 Closed
TPWA
869
Twin Peaks Wealth Advisors
California
-$229K -1,433 Closed
BBHC
870
Brown Brothers Harriman & Co
New York
-$243K -1,422 Closed
LI
871
LRI Investments
Florida
-$241K -1,411 Closed
BB
872
Bell Bank
North Dakota
-$240K -1,408 Closed
HWA
873
HHM Wealth Advisors
Tennessee
-$240K -1,407 Closed
AA
874
AF Advisors
California
-$240K -1,405 Closed
RGF
875
Retirement Guys Formula
Ohio
-$239K -1,400 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.