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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
RAM
876
Riggs Asset Management
Pennsylvania
$10K
GKIM
877
GW&K Investment Management
Massachusetts
$10K +$4.82K +45 +75%
SC
878
Schubert & Co
Texas
$10K +$7.17K +67 +197%
SFG
879
Steward Financial Group
Texas
$10K +$11.7K +109 New
AWM
880
Accel Wealth Management
Iowa
$9K
PB
881
Pinnacle Bancorp
Nebraska
$9K
PMFA
882
Plante Moran Financial Advisors
Michigan
$9K +$9.74K +91 New
BMD
883
Better Money Decisions
New Mexico
$9K +$10.2K +95 New
Bank Julius Baer & Co
884
Bank Julius Baer & Co
Switzerland
$9K +$10.3K +96 New
BSB
885
Bangor Savings Bank
Maine
$9K +$10.5K +98 New
CMP
886
Coston McIsaac & Partners
Maine
$9K +$10.7K +100 New
CAL
887
Capital Analysts LLC
Pennsylvania
$8K
CFN
888
Cordasco Financial Network
Florida
$8K
OAJ
889
Ogorek Anthony Joseph
New York
$8K
IWP
890
IAG Wealth Partners
Wisconsin
$7K -$3.32K -31 -29%
BWM
891
Baystate Wealth Management
Massachusetts
$7K
SWM
892
Sugarloaf Wealth Management
Georgia
$7K
AWM
893
Atticus Wealth Management
Florida
$6K
GA
894
GoalVest Advisory
New York
$6K
ST
895
Sageworth Trust
Pennsylvania
$6K
WWM
896
Wolff Wiese Magana
California
$6K +$1.6K +15 +31%
BIA
897
Bell Investment Advisors
California
$6K +$6.96K +65 New
SCA
898
Stonebridge Capital Advisors
Minnesota
$5K -$2.14K -20 -29%
SC
899
Sierra Capital
Florida
$5K -$1.6K -15 -21%
BCMLT
900
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K

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.