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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
TLA
1026
Tanglewood Legacy Advisors
Texas
-$34.1K -200 Closed
PB
1027
Pinnacle Bancorp
Nebraska
-$34K -199 Closed
FWA
1028
Flagship Wealth Advisors
Massachusetts
-$33.8K -198 Closed
MFS
1029
Mattson Financial Services
Michigan
-$33.1K -194 Closed
SIS
1030
Sound Income Strategies
Florida
-$33.2K -194 Closed
AA
1031
Addison Advisors
Vermont
-$32.8K -192 Closed
DPW
1032
DiNuzzo Private Wealth
Pennsylvania
-$32.4K -190 Closed
FMII
1033
Farmers & Merchants Investments Inc
Nebraska
-$32.3K -189 Closed
ETS
1034
ESL Trust Services
New York
-$30.7K -180 Closed
BWAM
1035
Boyd Watterson Asset Management
Ohio
-$29.5K -173 Closed
MAM
1036
Meeder Asset Management
Ohio
-$28.7K -168 Closed
TSMHT
1037
Thurston Springer Miller Herd & Titak
Indiana
-$28.7K -168 Closed
MWA
1038
Medallion Wealth Advisors
Connecticut
-$28.2K -165 Closed
WA
1039
WPG Advisers
Maryland
-$28K -164 Closed
MCM
1040
MV Capital Management
Maryland
-$26.3K -154 Closed
S
1041
Sachetta
Massachusetts
-$26.3K -154 Closed
CIA
1042
Cape Investment Advisory
Georgia
-$26.1K -153 Closed
CAM
1043
Creekmur Asset Management
Illinois
-$25.6K -150 Closed
FUBT
1044
First United Bank & Trust
Maryland
-$25.6K -150 Closed
LB
1045
Legacy Bridge
Iowa
-$25.6K -150 Closed
OWP
1046
ORG Wealth Partners
Texas
-$25.7K -150 Closed
OWA
1047
Opal Wealth Advisors
New York
-$24.9K -146 Closed
FCAS
1048
First Command Advisory Services
Texas
-$24.8K -145 Closed
VWA
1049
Valued Wealth Advisors
Utah
-$24.7K -145 Closed
AGWCA
1050
Annis Gardner Whiting Capital Advisors
Florida
-$24.1K -141 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.