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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

1,058 hedge funds and large institutions have $30B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 388 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

8% more capital invested

Capital invested by funds: $27.8B → $30B (+$2.18B)

3% more funds holding

Funds holding: 1,0281,058 (+30)

9% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 355

0.17% more ownership

Funds ownership: 84.98%85.15% (+0.17%)

19% less funds holding in top 10

Funds holding in top 10: 2722 (-5)

26% less call options, than puts

Call options by funds: $274M | Put options by funds: $370M

Holders
1,058
Holders Change
+30
Holders Change %
+2.92%
% of All Funds
15.19%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
100
Increased
388
Reduced
355
Closed
64
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OA
1001
Operose Advisors
Wisconsin
$9.4K
VAMG
1002
Voisard Asset Management Group
Michigan
$9.33K
PGAM
1003
Princeton Global Asset Management
New Jersey
$9.12K
CHA
1004
Carmichael Hill & Associates
Maryland
$8.42K +$8.07K +60 New
BSB
1005
Bangor Savings Bank
Maine
$8K
MFT
1006
Moisand Fitzgerald Tamayo
Florida
$7.86K
MWM
1007
Mascoma Wealth Management
New Hampshire
$7.58K
LWANC
1008
Laurel Wealth Advisors (North Carolina)
North Carolina
$7.44K +$7.13K +53 New
IUHSA
1009
Itau Unibanco Holding S.A.
Brazil
$7.43K +$1.08K +8 +18%
SC
1010
Steph & Co
Wisconsin
$7.43K +$7.13K +53 New
AEPWM
1011
Atlantic Edge Private Wealth Management
Florida
$7.01K
ECM
1012
Estabrook Capital Management
New York
$7.01K
FMP
1013
Financial Management Professionals
Texas
$7K
HB
1014
Horizon Bancorp
Indiana
$7K
GCM
1015
Gladstone Capital Management
United Kingdom
$6.87K -$31.7M -235,874 -100%
JIP
1016
Jaffetilchin Investment Partners
Florida
$6.46K +$6.19K +46 New
MHR
1017
Matthew Hamilton Rosenberg
$6.17K
KWAG
1018
Kiely Wealth Advisory Group
North Carolina
$5.83K
IWP
1019
IAG Wealth Partners
Wisconsin
$5.61K
PAI
1020
Pittenger & Anderson Inc
Nebraska
$5.61K
BCMLT
1021
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.61K +$2.02K +15 +60%
AWM
1022
Abound Wealth Management
Tennessee
$5.34K
FGA
1023
Fortis Group Advisors
New Jersey
$5.33K
CT
1024
Colonial Trust
South Carolina
$5.29K
CFD
1025
Creative Financial Designs
Indiana
$4.35K

DFS Hedge Fund Activity: Q3 2024 in Review

1,058 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2024, worth a combined $30B — up 7.8% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFS positions and 64 closed out — a net gain of 36 holders — while 388 added to existing stakes and 355 trimmed.

The largest buyer was Boston Partners, adding an estimated $438M. The largest seller was Rockefeller Capital Management, cutting an estimated $166M.

  • 1,058 institutional investors held Discover Financial Services (DFS) as of Q3 2024, up from 1,028 in Q2 2024.
  • Funds reported $30B of Discover Financial Services stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 100 funds opened new Discover Financial Services positions in Q3 2024 and 64 closed out, a net change of +36 holders.
  • The largest Discover Financial Services buyer in Q3 2024 was Boston Partners, an estimated $438M added.
  • The largest Discover Financial Services seller in Q3 2024 was Rockefeller Capital Management, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2024.