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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
GKIM
1051
GW&K Investment Management
Massachusetts
-$23K -135 Closed
BWL
1052
Bogart Wealth LLC
Virginia
-$22.4K -131 Closed
BL
1053
BFSG LLC
California
-$22.2K -130 Closed
RBC
1054
Roble Belko & Company
Pennsylvania
-$22K -129 Closed
BBPWM
1055
Blue Bell Private Wealth Management
Pennsylvania
-$21.9K -128 Closed
SC
1056
Solstein Capital
California
-$21.9K -128 Closed
OP
1057
ORG Partners
Indiana
-$21.7K -127 Closed
CWM
1058
Compass Wealth Management
Connecticut
-$21.3K -125 Closed
CIAS
1059
CBIZ Investment Advisory Services
Ohio
-$20.5K -120 Closed
PWA
1060
Physician Wealth Advisors
Utah
-$20.5K -120 Closed
AW
1061
Avion Wealth
Texas
-$19K -113 Closed
PFSC
1062
Peoples Financial Services Corp
Pennsylvania
-$18.6K -109 Closed
RAM
1063
Riggs Asset Management
Pennsylvania
-$18.4K -108 Closed
OPTFSNA
1064
Old Point Trust & Financial Services N A
Virginia
-$18.3K -107 Closed
WA
1065
Whipplewood Advisors
Colorado
-$15.4K -105 Closed
CWM
1066
CarsonAllaria Wealth Management
Illinois
-$17.1K -100 Closed
CHC
1067
City Holding Co
West Virginia
-$17.1K -100 Closed
CMP
1068
Coston McIsaac & Partners
Maine
-$17K -100 Closed
GI
1069
GS Investments
Minnesota
-$17.1K -100 Closed
OW
1070
Olistico Wealth
Oklahoma
-$17.1K -100 Closed
WTA
1071
Washington Trust Advisors
Massachusetts
-$17.1K -100 Closed
PWMG
1072
Private Wealth Management Group
New Jersey
-$16.9K -99 Closed
SCB
1073
Saudi Central Bank
Saudi Arabia
-$16.9K -99 Closed
CT
1074
Colonial Trust
South Carolina
-$16.3K -96 Closed
GWP
1075
Gen-Wealth Partners
Michigan
-$16.2K -95 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.