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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
CC
926
Corsicana & Co
Texas
$1K
MSFP
927
Mark Sheptoff Financial Planning
Connecticut
$1K
NC
928
NewSquare Capital
Pennsylvania
$1K
RCM
929
Raleigh Capital Management
North Carolina
$1K
S
930
Surevest
California
$1K
TFA
931
Transamerica Financial Advisors
Florida
$1K +$107 +1 New
CCM
932
Chilton Capital Management
Texas
$1K +$1.39K +13 New
FMTCOCP
933
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1K +$1.6K +15 New
NICM
934
Neo Ivy Capital Management
New York
$1K +$2.14K +20 New
HT
935
HighTower Trust
Texas
$793 +$348K +3,249 New
FGAM
936
Financial Gravity Asset Management
Texas
$316 +$535 +5 +0.8%
SI
937
Scout Investments
Missouri
-$43.3M -393,114 Closed
PWAG
938
Polaris Wealth Advisory Group
California
-$39.5M -362,071 Closed
DBG
939
De Burlo Group
Massachusetts
-$14.4M -130,900 Closed
PCM
940
PAR Capital Management
Massachusetts
-$12.8M -115,761 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
941
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$10.4M -94,000 Closed
Alyeska Investment Group
942
Alyeska Investment Group
Illinois
-$8.56M -77,681 Closed
IP
943
Interval Partners
New York
-$8.09M -73,385 Closed
AWA
944
Aaron Wealth Advisors
Illinois
-$513K -56,527 Closed
CIS
945
Capital International Sarl
California
-$6.02M -54,612 Closed
JAM
946
Jupiter Asset Management
United Kingdom
-$5.03M -45,677 Closed
Barrow, Hanley, Mewhinney & Strauss
947
Barrow, Hanley, Mewhinney & Strauss
Texas
-$4.98M -45,201 Closed
MSL
948
Mackay Shields LLC
New York
-$4.55M -41,303 Closed
MFS
949
Mirabella Financial Services
United Kingdom
-$3.17M -27,988 Closed
VFA
950
Valeo Financial Advisors
Indiana
-$213K -25,980 Closed

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.