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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
DWS
1101
Dynamic Wealth Strategies
California
-$29K -221 Closed
OWA
1102
Opal Wealth Advisors
New York
-$25.8K -197 Closed
HFS
1103
Hantz Financial Services
Michigan
-$20K -151 Closed
TFF
1104
The Family Firm
Maryland
-$15.9K -121 Closed
GI
1105
Gradient Investments
Minnesota
-$14.1K -108 Closed
ATPW
1106
Ashton Thomas Private Wealth
Arizona
-$13.7K -105 Closed
CC
1107
Cypress Capital
Tennessee
-$12.2K -93 Closed
HNB
1108
Hilltop National Bank
Wyoming
-$9.16K -70 Closed
CP
1109
Castleview Partners
Texas
-$9.03K -69 Closed
ETS
1110
ESL Trust Services
New York
-$8.76K -67 Closed
DWA
1111
Delos Wealth Advisors
Texas
-$6.41K -49 Closed
LFA
1112
Legend Financial Advisors
Pennsylvania
-$6.02K -46 Closed
RFG
1113
RFP Financial Group
Georgia
-$5.63K -43 Closed
FFA
1114
Frazier Financial Advisors
Ohio
-$5.23K -40 Closed
BSC
1115
Brown Shipley & Co
United Kingdom
-$4.84K -37 Closed
TSWM
1116
Tyler-Stone Wealth Management
Ohio
-$3.92K -30 Closed
TWP
1117
Triad Wealth Partners
Kansas
-$3.27K -25 Closed
UWS
1118
Unique Wealth Strategies
Illinois
-$2.62K -20 Closed
WIA
1119
Wetzel Investment Advisors
Indiana
-$1.31K -10 Closed
SFCL
1120
Strengthening Families & Communities LLC
Massachusetts
-$1K -6 Closed
RWMG
1121
Redwood Wealth Management Group
New Jersey
-$654 -5 Closed
TFA
1122
Transamerica Financial Advisors
Florida
-$1K -1 Closed

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.