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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
GS
876
GWN Securities
Florida
-$271K -1,398 Closed
GFP
877
Gryphon Financial Partners
Ohio
-$237K -1,388 Closed
MHC
878
Meyer Handelman Company
New York
-$236K -1,380 Closed
SP
879
Saranac Partners
-$234K -1,370 Closed
AIP
880
Almanack Investment Partners
Pennsylvania
-$233K -1,367 Closed
IC
881
Iconiq Capital
California
-$232K -1,360 Closed
EIC
882
Equity Investment Corp
Georgia
-$231K -1,354 Closed
TPI
883
Trust Point Inc
Wisconsin
-$231K -1,351 Closed
PTC
884
Private Trust Company
Ohio
-$229K -1,344 Closed
KCM
885
Kathmere Capital Management
Pennsylvania
-$229K -1,343 Closed
AWE
886
Avidian Wealth Enterprises
Texas
-$228K -1,334 Closed
COCM
887
Charter Oak Capital Management
New Hampshire
-$228K -1,334 Closed
Lazard Asset Management
888
Lazard Asset Management
New York
-$227K -1,334 Closed
SW
889
SkyOak Wealth
Michigan
-$227K -1,329 Closed
DAM
890
Doheny Asset Management
California
-$226K -1,325 Closed
HCM
891
Howard Capital Management
Georgia
-$226K -1,322 Closed
FMLI
892
Fukoku Mutual Life Insurance
Japan
-$225K -1,321 Closed
OAM
893
Ostrum Asset Management
France
-$225K -1,321 Closed
SFC
894
Strategic Financial Concepts
Texas
-$225K -1,321 Closed
SC
895
Scotia Capital
Ontario, Canada
-$225K -1,319 Closed
CNB
896
Camden National Bank
Maine
-$224K -1,315 Closed
AA
897
Armis Advisers
Georgia
-$223K -1,308 Closed
PCA
898
Pallas Capital Advisors
Massachusetts
-$223K -1,306 Closed
AWM
899
Aprio Wealth Management
Georgia
-$222K -1,301 Closed
LD
900
Lipe & Dalton
New York
-$222K -1,300 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.