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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
HS
901
Horan Securities
United States
$5K
TF
902
TimeScale Financial
Massachusetts
$5K
AAP
903
Arax Advisory Partners
Colorado
$5K +$4.41K +39 New
SIS
904
Sound Income Strategies
Florida
$5K +$4.75K +42 New
EW
905
Evoke Wealth
California
$4K
PWP
906
Personal Wealth Partners
Minnesota
$4K +$3.5K +31 New
HF
907
Halpern Financial
Virginia
$3.55K
FMP
908
Financial Management Professionals
Texas
$3K
Jones Financial Companies
909
Jones Financial Companies
Missouri
$3K
TFGT
910
TS Financial Group (TSFG)
Illinois
$3K
AIM
911
Arcadia Investment Management
Michigan
$3K +$3.28K +29 New
HWA
912
Heritage Wealth Advisors
Virginia
$2.37K
TFM
913
TFC Financial Management
Massachusetts
$2K -$18.1K -160 -90%
BAM
914
Bellevue Asset Management
Washington
$2K -$17.6K -156 -89%
CFFP
915
Center for Financial Planning
Michigan
$2K -$6.78K -60 -77%
CAL
916
Capital Analysts LLC
Pennsylvania
$2K
HCP
917
Hexagon Capital Partners
Arkansas
$2K
RIM
918
Rockbridge Investment Management
New York
$2K
SFO
919
Standard Family Office
South Dakota
$2K
LF
920
Lee Financial
Texas
$2K +$2.37K +21 New
FCAS
921
First Command Advisory Services
Texas
$1K
FI
922
FormulaFolio Investments
Michigan
$1K
CC
923
Corsicana & Co
Texas
$1K +$1.24K +11 New
Walleye Capital
924
Walleye Capital
New York
$520 +$497K +4,400 New
BBHC
925
Brown Brothers Harriman & Co
New York
$26 -$10.2K -90 -29%

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.