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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
PMFA
1101
Plante Moran Financial Advisors
Michigan
-$8.54K -50 Closed
GCM
1102
Gladstone Capital Management
United Kingdom
-$8.36K -49 Closed
SFGP
1103
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$8.36K -49 Closed
FMP
1104
Financial Management Professionals
Texas
-$7.85K -46 Closed
MHR
1105
Matthew Hamilton Rosenberg
-$7.51K -44 Closed
BCMLT
1106
Beacon Capital Management LLC (Tennessee)
Tennessee
-$6.84K -40 Closed
IWP
1107
IAG Wealth Partners
Wisconsin
-$6.83K -40 Closed
FGA
1108
Fortis Group Advisors
New Jersey
-$6.49K -38 Closed
NC
1109
North Capital
Utah
-$6.49K -38 Closed
CFD
1110
Creative Financial Designs
Indiana
-$5.97K -35 Closed
MSWM
1111
Mowery & Schoenfeld Wealth Management
Illinois
-$5.97K -35 Closed
VFM
1112
Vision Financial Markets
Connecticut
-$6K -35 Closed
1L
1113
10Elms LLP
Oklahoma
-$5.29K -31 Closed
BAM
1114
Byrne Asset Management
New Jersey
-$5.12K -30 Closed
TFM
1115
TFC Financial Management
Massachusetts
-$5.14K -30 Closed
GSWM
1116
Golden State Wealth Management
California
-$4.95K -29 Closed
PWMG
1117
Prestige Wealth Management Group
New Jersey
-$4.78K -28 Closed
WCM
1118
WealthTrak Capital Management
Virginia
-$4.78K -28 Closed
CTB
1119
Country Trust Bank
Illinois
-$4.44K -26 Closed
RTL
1120
Red Tortoise LLC
Georgia
-$4.44K -26 Closed
TF
1121
Tompkins Financial
New York
-$4.44K -26 Closed
CA
1122
Crewe Advisors
Utah
-$4.27K -25 Closed
FPF
1123
First Pacific Financial
Washington
-$4.27K -25 Closed
HCM
1124
Hollencrest Capital Management
California
-$4.27K -25 Closed
CA
1125
Continuum Advisory
Idaho
-$4.1K -24 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.