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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
1IA
876
1834 Investment Advisors
Wisconsin
$12K
CA
877
Centerpoint Advisors
Massachusetts
$12K
CFA
878
Carroll Financial Associates
North Carolina
$11K -$172K -1,520 -94%
AWM
879
Accel Wealth Management
Iowa
$11K
BMD
880
Better Money Decisions
New Mexico
$11K +$113 +1 +1%
SCA
881
Stonebridge Capital Advisors
Minnesota
$11K +$5.65K +50 +100%
CFN
882
Cordasco Financial Network
Florida
$10K
OAJ
883
Ogorek Anthony Joseph
New York
$10K
WWM
884
Wolff Wiese Magana
California
$10K +$1.47K +13 +20%
PWS
885
Paragon Wealth Strategies
Florida
$10K +$9.72K +86 New
BWM
886
Baystate Wealth Management
Massachusetts
$9K
IWP
887
IAG Wealth Partners
Wisconsin
$9K
SWM
888
Sugarloaf Wealth Management
Georgia
$9K
ETC
889
Exchange Traded Concepts
Oklahoma
$9K +$8.14K +72 New
AW
890
Alaethes Wealth
Nevada
$9K +$9.04K +80 New
EI
891
Ellevest Inc
New York
$8K -$92.8K -821 -92%
FWM
892
Focused Wealth Management
New York
$8K
HCM
893
Highlander Capital Management
New Jersey
$6K
JWM
894
Janiczek Wealth Management
Colorado
$6K
AWA
895
Arkadios Wealth Advisors
Georgia
$6K +$2.83K +25 +89%
WQ
896
Wealth Quarterback
New Jersey
$6K +$5.09K +45 New
MCM
897
MV Capital Management
Maryland
$6K +$5.31K +47 +783%
GA
898
GoalVest Advisory
New York
$6K +$5.88K +52 New
AIM
899
Anchor Investment Management
South Carolina
$5.92K
ECM
900
Estabrook Capital Management
New York
$5.92K

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.