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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
CFS
1001
Compass Financial Services
Iowa
-$47.8K -280 Closed
MIA
1002
MeadowBrook Investment Advisors
Michigan
-$46.4K -272 Closed
EWM
1003
Evermay Wealth Management
Virginia
-$45.7K -268 Closed
WF
1004
Wayfinding Financial
Washington
-$45K -264 Closed
CA
1005
CoreCap Advisors
Michigan
-$44.7K -262 Closed
HWA
1006
Heritage Wealth Advisors
Virginia
-$44.3K -260 Closed
AWM
1007
Atticus Wealth Management
Florida
-$44.2K -259 Closed
RTC
1008
Riverview Trust Company
Washington
-$43.9K -257 Closed
Walleye Trading
1009
Walleye Trading
New York
-$43.2K -253 Closed
JWA
1010
JFS Wealth Advisors
Pennsylvania
-$42.9K -251 Closed
BGAI
1011
Bruce G. Allen Investments
Colorado
-$42.2K -247 Closed
CA
1012
Centerpoint Advisors
Massachusetts
-$41K -243 Closed
SWA
1013
SOA Wealth Advisors
New York
-$39.8K -233 Closed
BLC
1014
Brown, Lisle/Cummings
Rhode Island
-$37.6K -220 Closed
HFS
1015
Hantz Financial Services
Michigan
-$38K -220 Closed
HCA
1016
Harbor Capital Advisors
Illinois
-$37K -219 Closed
FAM
1017
Flaharty Asset Management
Florida
-$37.2K -218 Closed
IUHSA
1018
Itau Unibanco Holding S.A.
Brazil
-$37K -217 Closed
WTC
1019
WhitTier Trust Company
Nevada
-$36.4K -213 Closed
OAJ
1020
Ogorek Anthony Joseph
New York
-$36K -212 Closed
LSA
1021
Leonteq Securities AG
Switzerland
-$35.3K -207 Closed
HCP
1022
Hexagon Capital Partners
Arkansas
-$35.2K -206 Closed
HC
1023
Hoese & Co
Minnesota
-$34.3K -201 Closed
SS
1024
SBI Securities
Japan
-$34.3K -201 Closed
PA
1025
PSI Advisors
Florida
-$34.1K -200 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.