We are live on ! Find out more
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
IAIM
976
Industrial Alliance Investment Management
Quebec, Canada
-$287K -2,607 Closed
MG
977
Mather Group
Illinois
-$285K -2,586 Closed
FFA
978
Founders Financial Alliance
North Carolina
-$272K -2,469 Closed
AAS
979
Ameritas Advisory Services
Nebraska
-$271K -2,455 Closed
Kovitz Investment Group Partners
980
Kovitz Investment Group Partners
Illinois
-$268K -2,434 Closed
KIA
981
KCM Investment Advisors
California
-$267K -2,423 Closed
B
982
Barings
North Carolina
-$266K -2,420 Closed
PPWM
983
PFG Private Wealth Management
Florida
-$264K -2,398 Closed
MOS
984
MGO One Seven
Ohio
-$257K -2,335 Closed
CPA
985
Capital Planning Advisors
California
-$249K -2,262 Closed
MCM
986
MAI Capital Management
Ohio
-$248K -2,252 Closed
PP
987
Patten & Patten
Tennessee
-$241K -2,191 Closed
LA
988
Legacy Advisors
Pennsylvania
-$237K -2,155 Closed
GP
989
Girard Partners
Pennsylvania
-$237K -2,153 Closed
HA
990
HYA Advisors
Missouri
-$232K -2,107 Closed
EIP
991
Epoch Investment Partners
New York
-$230K -2,083 Closed
JWCA
992
J.W. Coons Advisors
Ohio
-$228K -2,071 Closed
CW
993
CreativeOne Wealth
Kansas
-$228K -2,069 Closed
CBOR
994
Community Bank of Raymore
Missouri
-$227K -2,060 Closed
EFS
995
Essex Financial Services
Connecticut
-$227K -2,056 Closed
TSS
996
Two Sigma Securities
New York
-$226K -2,050 Closed
AIP
997
Almanack Investment Partners
Pennsylvania
-$223K -2,026 Closed
FWTB
998
First Western Trust Bank
Colorado
-$215K -2,007 Closed
IWM
999
IHT Wealth Management
Illinois
-$221K -2,002 Closed
EVM
1000
Evelyn V. Moreno
-$219K -1,991 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.