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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
BBA
926
Baader Bank Aktiengesellschaft
Germany
-$203K -1,187 Closed
GVAG
927
Great Valley Advisor Group
Delaware
-$203K -1,186 Closed
JSW
928
Journey Strategic Wealth
New Jersey
-$202K -1,186 Closed
VEA
929
Virtus ETF Advisers
New York
-$201K -1,180 Closed
PFGIA
930
Patriot Financial Group Insurance Agency
Massachusetts
-$200K -1,174 Closed
OC
931
Oakworth Capital
Alabama
-$196K -1,150 Closed
NS
932
NBC Securities
Alabama
-$194K -1,142 Closed
TCA
933
Trifecta Capital Advisors
Illinois
-$195K -1,142 Closed
PIM
934
Plato Investment Management
Australia
-$191K -1,108 Closed
CAL
935
Capital Advisors Ltd
Ohio
-$179K -1,048 Closed
CSP
936
Cary Street Partners
Virginia
-$176K -1,031 Closed
CSPIA
937
Cary Street Partners Investment Advisory
Virginia
-$175K -1,025 Closed
ANBT
938
American National Bank & Trust
Texas
-$172K -1,008 Closed
Cohen & Steers
939
Cohen & Steers
New York
-$171K -1,000 Closed
EB
940
Eastern Bank
Massachusetts
-$161K -943 Closed
FIM
941
FWL Investment Management
Texas
-$154K -905 Closed
KFI
942
Key Financial Inc
Pennsylvania
-$148K -869 Closed
MPWT
943
MassMutual Private Wealth & Trust
Connecticut
-$147K -864 Closed
ST
944
Smithfield Trust
Pennsylvania
-$146K -851 Closed
PAM
945
Paradigm Asset Management
New York
-$135K -789 Closed
CH
946
Cromwell Holdings
Wyoming
-$134K -783 Closed
AP
947
Atwood & Palmer
Missouri
-$128K -750 Closed
CFO
948
CVA Family Office
Colorado
-$127K -742 Closed
GFPC
949
Global Financial Private Client
Florida
-$125K -732 Closed
SIM
950
Sentry Investment Management
Wisconsin
-$109K -720 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.