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DFS

Discover Financial Services
DFS

Delisted

DFS was delisted on the 18th of May, 2025.

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951 hedge funds and large institutions have $25.5B invested in Discover Financial Services in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 310 increasing their positions, 364 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 83.15% → 83.85% (+0.7%)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

3% less funds holding

Funds holding: 983 → 951 (-32)

9% less capital invested

Capital invested by funds: $28B → $25.5B (-$2.55B)

15% less repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 364

18% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 110

44% less call options, than puts

Call options by funds: $168M | Put options by funds: $302M

Holders
951
Holders Change
-32
Holders Change %
-3.26%
% of All Funds
15%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
90
Increased
310
Reduced
364
Closed
110
Calls
$168M
Puts
$302M
Net Calls
-$134M
Net Calls Change
-$61.3M

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$195M
2
Wells Fargo
Wells Fargo
California
+$44.7M
3
PWAG
Polaris Wealth Advisory Group
California
+$42.5M
4
BlackRock
BlackRock
New York
+$41.3M
5
N
Natixis
France
+$34.3M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$248M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$130M
3
Ensign Peak Advisors
Ensign Peak Advisors
Utah
-$105M
4
N
Nuveen
North Carolina
-$82.8M
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$72.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
926
TimeScale Financial
Massachusetts
$4K – – –
SC
927
Schubert & Co
Texas
$4K +$1.41K +12 +55%
DI
928
Disciplined Investments
Oklahoma
$4K +$3.76K +32 New
LF
929
Lee Financial
Texas
$3K -$3.06K -26 -46%
AIM
930
Arcadia Investment Management
Michigan
$3K – – –
FMP
931
Financial Management Professionals
Texas
$3K +$588 +5 +20%
CA
932
Crewe Advisors
Utah
$3K +$2.94K +25 New
ACK
933
Andrew C. Karlinski
$3K +$3.52K +30 New
RIM
934
Rockbridge Investment Management
New York
$2.09K – – –
CFFP
935
Center for Financial Planning
Michigan
$2K – – –
HWA
936
Heritage Wealth Advisors
Virginia
$2K – – –
HCP
937
Hexagon Capital Partners
Arkansas
$2K – – –
SCA
938
Sandy Cove Advisors
Massachusetts
$2K – – –
TFM
939
TFC Financial Management
Massachusetts
$2K – – –
NC
940
NewSquare Capital
Pennsylvania
$2K +$1.65K +14 New
CC
941
Corsicana & Co
Texas
$1K – – –
MSFP
942
Mark Sheptoff Financial Planning
Connecticut
$1K – – –
S
943
Surevest
California
$1K – – –
BC
944
Burleson & Co
California
$1K +$588 +5 New
RCM
945
Raleigh Capital Management
North Carolina
$1K +$823 +7 New
FGAM
946
Financial Gravity Asset Management
Texas
$366 -$4.23K -36 -5%
EC
947
Eminence Capital
New York
– -$50.7M -438,802 Closed
ACM
948
Alua Capital Management
New York
– -$23.1M -200,000 Closed
WorldQuant Millennium Advisors
949
WorldQuant Millennium Advisors
New York
– -$8.73M -75,526 Closed
FQ
950
First Quadrant
California
– -$6.39M -55,279 Closed
36 37
38
39 40

DFS Hedge Fund Activity: Q1 2022 in Review

951 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2022, worth a combined $25.5B — down 9.1% from $28B a quarter earlier.

Sellers outnumbered buyers: 110 funds closed out of DFS and 90 opened new positions — a net loss of 20 holders — while 364 trimmed existing stakes and 310 added.

The largest buyer was First Trust Advisors, adding an estimated $195M. The largest seller was JP Morgan Chase, cutting an estimated $248M.

  • 951 institutional investors held Discover Financial Services (DFS) as of Q1 2022, down from 983 in Q4 2021.
  • Funds reported $25.5B of Discover Financial Services stock for Q1 2022, down 9.1% quarter-over-quarter.
  • 90 funds opened new Discover Financial Services positions in Q1 2022 and 110 closed out, a net change of -20 holders.
  • The largest Discover Financial Services buyer in Q1 2022 was First Trust Advisors, an estimated $195M added.
  • The largest Discover Financial Services seller in Q1 2022 was JP Morgan Chase, an estimated $248M sold.

Based on aggregated 13F filings for Q1 2022.