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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
BCM
976
Brookstone Capital Management
Illinois
-$228K -2,403 Closed
SG
977
StoneX Group
New York
-$214K -2,249 Closed
EB
978
Eastern Bank
Massachusetts
-$211K -2,228 Closed
PP
979
PDT Partners
New York
-$209K -2,200 Closed
Capstone Investment Advisors
980
Capstone Investment Advisors
New York
-$210K -1,853 Closed
SFSIG
981
San Francisco Sentry Investment Group
California
-$173K -1,817 Closed
AIC
982
Ameritas Investment Company
Nebraska
-$162K -1,707 Closed
WAM
983
Wolverine Asset Management
Illinois
-$130K -1,373 Closed
LGWM
984
Litman Gregory Wealth Management
California
-$95K -1,000 Closed
SWP
985
ShoreHaven Wealth Partners
New Jersey
-$65K -689 Closed
EP
986
Eudaimonia Partners
Tennessee
-$54K -569 Closed
IAIM
987
International Assets Investment Management
Florida
-$47K -518 Closed
ACM
988
Allred Capital Management
Texas
-$47.6K -501 Closed
VFA
989
Valeo Financial Advisors
Indiana
-$43K -455 Closed
APP
990
Alpha Paradigm Partners
Illinois
-$41K -427 Closed
ADIM
991
Alpha DNA Investment Management
Maryland
-$33K -355 Closed
WAP
992
Wealthcare Advisory Partners
Pennsylvania
-$34K -353 Closed
MC
993
Maverick Capital
Texas
-$27K -281 Closed
AIM
994
Axiom Investment Management
New York
-$17K -186 Closed
SLF
995
Sun Life Financial
Ontario, Canada
-$17K -181 Closed
FP
996
Fiduciary Planning
Florida
-$10K -103 Closed
AW
997
Avion Wealth
Texas
-$9K -100 Closed
CAC
998
Certified Advisory Corp
Florida
-$9K -100 Closed
RCG
999
Rock Creek Group
District of Columbia
-$9K -100 Closed
MWP
1000
Meridian Wealth Partners
Pennsylvania
-$9K -96 Closed

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.