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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

896 hedge funds and large institutions have $24.7B invested in Discover Financial Services in 2021 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 317 increasing their positions, 301 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 73

4% more funds holding

Funds holding: 858896 (+38)

5% more repeat investments, than reductions

Existing positions increased: 317 | Existing positions reduced: 301

3% more capital invested

Capital invested by funds: $24B → $24.7B (+$780M)

5% less call options, than puts

Call options by funds: $226M | Put options by funds: $239M

1.13% less ownership

Funds ownership: 86.46%85.32% (-1.1%)

36% less funds holding in top 10

Funds holding in top 10: 2214 (-8)

Holders
896
Holders Change
+38
Holders Change %
+4.43%
% of All Funds
15.73%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.25%
New
120
Increased
317
Reduced
301
Closed
73
Calls
$226M
Puts
$239M
Net Calls
-$13M
Net Calls Change
-$7.26M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.38B +$199M +2,105,788 +6%
BlackRock
2
BlackRock
New York
$1.93B +$76.1M +807,307 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.6B -$370M -3,923,139 -19%
Capital International Investors
4
Capital International Investors
California
$1.6B +$870M +9,226,724 +122%
State Street
5
State Street
Massachusetts
$1.28B +$63.6M +674,288 +5%
Capital World Investors
6
Capital World Investors
California
$827M +$25.2M +267,212 +3%
Macquarie Group
7
Macquarie Group
Australia
$677M -$107M -1,133,136 -14%
N
8
Nuveen
North Carolina
$602M -$64.6M -685,098 -10%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$486M +$10.9M +115,807 +2%
Primecap Management
10
Primecap Management
California
$422M -$117M -1,236,977 -22%
Boston Partners
11
Boston Partners
Massachusetts
$347M +$30.7M +325,034 +10%
LSV Asset Management
12
LSV Asset Management
Illinois
$337M -$45M -476,801 -12%
Northern Trust
13
Northern Trust
Illinois
$323M -$7.11M -75,399 -2%
Morgan Stanley
14
Morgan Stanley
New York
$295M +$53.7M +569,192 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$294M +$5.98M +63,374 +2%
Wells Fargo
16
Wells Fargo
California
$288M +$33.4M +354,091 +13%
Norges Bank
17
Norges Bank
Norway
$282M -$2.19M -23,252 -0.8%
Principal Financial Group
18
Principal Financial Group
Iowa
$269M -$42.6M -451,205 -14%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$238M +$42.7M +452,625 +22%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$231M +$23.6M +250,505 +11%
JP Morgan Chase
21
JP Morgan Chase
New York
$227M +$15.7M +166,793 +7%
Truist Financial
22
Truist Financial
North Carolina
$205M +$10.9M +115,055 +6%
Bank of America
23
Bank of America
North Carolina
$202M +$35M +371,532 +21%
Ensign Peak Advisors
24
Ensign Peak Advisors
Utah
$200M +$99.8K +1,058 +0.1%
Goldman Sachs
25
Goldman Sachs
New York
$196M +$9.9M +104,929 +5%

DFS Hedge Fund Activity: Q1 2021 in Review

896 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2021, worth a combined $24.7B — up 3.3% from $24B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new DFS positions and 73 closed out — a net gain of 47 holders — while 317 added to existing stakes and 301 trimmed.

The largest buyer was Capital International Investors, adding an estimated $870M. The largest seller was Fidelity Investments, cutting an estimated $370M.

  • 896 institutional investors held Discover Financial Services (DFS) as of Q1 2021, up from 858 in Q4 2020.
  • Funds reported $24.7B of Discover Financial Services stock for Q1 2021, up 3.3% quarter-over-quarter.
  • 120 funds opened new Discover Financial Services positions in Q1 2021 and 73 closed out, a net change of +47 holders.
  • The largest Discover Financial Services buyer in Q1 2021 was Capital International Investors, an estimated $870M added.
  • The largest Discover Financial Services seller in Q1 2021 was Fidelity Investments, an estimated $370M sold.

Based on aggregated 13F filings for Q1 2021.