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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
BFPW
1001
BOK Financial Private Wealth
Colorado
-$218K -1,979 Closed
CBFP
1002
Cedar Brook Financial Partners
Ohio
-$218K -1,974 Closed
JC
1003
JB Capital
Connecticut
-$215K -1,951 Closed
WIS
1004
Wright Investors Service
Connecticut
-$214K -1,941 Closed
CAG
1005
Csenge Advisory Group
Florida
-$212K -1,925 Closed
SCA
1006
Snowden Capital Advisors
New York
-$207K -1,884 Closed
MAM
1007
McLean Asset Management
Virginia
-$207K -1,876 Closed
BSW
1008
Buckingham Strategic Wealth
Missouri
-$206K -1,871 Closed
LDB
1009
Lee, Danner & Bass
Tennessee
-$201K -1,825 Closed
TTWM
1010
TCV Trust & Wealth Management
Virginia
-$200K -1,816 Closed
BFC
1011
Bedel Financial Consulting
Indiana
-$135K -1,226 Closed
AG
1012
AIA Group
Hong Kong
-$79K -719 Closed
Koshinski Asset Management
1013
Koshinski Asset Management
Illinois
-$74.9K -680 Closed
ADL
1014
Asset Dedication LLC
California
-$48K -449 Closed
FAG
1015
Fortitude Advisory Group
Washington
-$48K -436 Closed
T
1016
TCWP
Ohio
-$43K -395 Closed
TFO
1017
Tarbox Family Office
California
-$30K -276 Closed
GAM
1018
Gemmer Asset Management
California
-$28K -257 Closed
CB
1019
Community Bank
New York
-$22K -200 Closed
AW
1020
Alaethes Wealth
Nevada
-$9K -80 Closed
CI
1021
Cordant Inc
Oregon
-$7K -63 Closed
LF
1022
Lee Financial
Texas
-$3K -31 Closed
SCA
1023
Sandy Cove Advisors
Massachusetts
-$2K -15 Closed
BC
1024
Burleson & Co
California
-$1K -5 Closed
AW
1025
ACG Wealth
Georgia
+$107 +1 New

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.