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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
RCA
901
Resonant Capital Advisors
Wisconsin
-$222K -1,299 Closed
SFA
902
Souders Financial Advisors
Ohio
-$222K -1,298 Closed
YIA
903
YHB Investment Advisors
Connecticut
-$221K -1,296 Closed
GIA
904
GHP Investment Advisors
Colorado
-$219K -1,281 Closed
BA
905
Bridgewater Advisors
New York
-$237K -1,280 Closed
PCP
906
Proficio Capital Partners
Massachusetts
-$218K -1,278 Closed
TNBTD
907
Trustmark National Bank Trust Department
Mississippi
-$218K -1,278 Closed
FB
908
First Bancorp
Maine
-$218K -1,275 Closed
NB
909
Northwest Bancshares
Pennsylvania
-$216K -1,268 Closed
QFA
910
Quantum Financial Advisors
California
-$215K -1,262 Closed
PWP
911
Perfromance Wealth Partners
Illinois
-$215K -1,258 Closed
CPW
912
Cove Private Wealth
New York
-$213K -1,250 Closed
NAMP
913
NorthStar Asset Management (Pennsylvania)
Pennsylvania
-$213K -1,250 Closed
OWA
914
One Wealth Advisors
California
-$212K -1,242 Closed
OPPS
915
Obsidian Personal Planning Solutions
Maryland
-$227K -1,241 Closed
PWPS
916
Pinnacle Wealth Planning Services
Ohio
-$211K -1,239 Closed
BIG
917
Brookwood Investment Group
Arizona
-$211K -1,237 Closed
SWM
918
Silverlake Wealth Management
Vermont
-$211K -1,236 Closed
First Manhattan
919
First Manhattan
New York
-$210K -1,233 Closed
PCM
920
Penserra Capital Management
California
-$209K -1,229 Closed
KIA
921
KCM Investment Advisors
California
-$209K -1,223 Closed
SAG
922
SageView Advisory Group
California
-$208K -1,221 Closed
CCFM
923
Clear Creek Financial Management
Washington
-$208K -1,218 Closed
DWP
924
Daymark Wealth Partners
Ohio
-$208K -1,217 Closed
JG
925
Jain Global
New York
-$205K -1,200 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.