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DFS

Discover Financial Services

Delisted

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

924 hedge funds and large institutions have $30.5B invested in Discover Financial Services in 2021 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 294 increasing their positions, 328 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 82

29% more funds holding in top 10

Funds holding in top 10: 1418 (+4)

23% more capital invested

Capital invested by funds: $24.7B → $30.5B (+$5.78B)

3% more funds holding

Funds holding: 896924 (+28)

0.41% less ownership

Funds ownership: 85.32%84.91% (-0.41%)

6% less call options, than puts

Call options by funds: $254M | Put options by funds: $270M

10% less repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 328

Holders
924
Holders Change
+28
Holders Change %
+3.13%
% of All Funds
16.08%
Holding in Top 10
18
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+28.57%
% of All Funds
0.31%
New
118
Increased
294
Reduced
328
Closed
82
Calls
$254M
Puts
$270M
Net Calls
-$16M
Net Calls Change
-$3.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.28B +$71.5M +632,214 +2%
Capital International Investors
2
Capital International Investors
California
$2.44B +$432M +3,816,544 +23%
BlackRock
3
BlackRock
New York
$2.43B +$22.1M +195,725 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.01B +$20.9M +184,810 +1%
State Street
5
State Street
Massachusetts
$1.59B -$812K -7,181 -0.1%
Capital World Investors
6
Capital World Investors
California
$1.14B +$102M +902,542 +10%
Macquarie Group
7
Macquarie Group
Australia
$866M +$22.1M +195,693 +3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$616M +$10.3M +91,242 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$569M +$273M +2,418,283 +101%
N
10
Nuveen
North Carolina
$560M -$182M -1,609,690 -25%
Primecap Management
11
Primecap Management
California
$485M -$38.8M -343,542 -8%
Boston Partners
12
Boston Partners
Massachusetts
$442M +$8.98M +79,457 +2%
Northern Trust
13
Northern Trust
Illinois
$402M -$536K -4,737 -0.1%
Norges Bank
14
Norges Bank
Norway
$385M +$32.3M +285,524 +10%
LSV Asset Management
15
LSV Asset Management
Illinois
$365M -$53.1M -469,550 -13%
Wells Fargo
16
Wells Fargo
California
$333M -$24.1M -213,201 -7%
Principal Financial Group
17
Principal Financial Group
Iowa
$316M -$18.6M -164,163 -6%
Morgan Stanley
18
Morgan Stanley
New York
$306M -$59.1M -522,528 -17%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$300M -$63.2M -558,925 -18%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$296M -$710K -6,276 -0.3%
Bank of America
21
Bank of America
North Carolina
$293M +$39.9M +353,085 +17%
Ensign Peak Advisors
22
Ensign Peak Advisors
Utah
$253M +$3.63M +32,119 +2%
Truist Financial
23
Truist Financial
North Carolina
$248M -$7.21M -63,774 -3%
Legal & General Group
24
Legal & General Group
United Kingdom
$248M +$24.7M +218,611 +12%
Goldman Sachs
25
Goldman Sachs
New York
$240M -$4.32M -38,200 -2%

DFS Hedge Fund Activity: Q2 2021 in Review

924 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2021, worth a combined $30.5B — up 23% from $24.7B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new DFS positions and 82 closed out — a net gain of 36 holders — while 294 added to existing stakes and 328 trimmed.

The largest buyer was Capital International Investors, adding an estimated $432M. The largest seller was Nuveen, cutting an estimated $182M.

  • 924 institutional investors held Discover Financial Services (DFS) as of Q2 2021, up from 896 in Q1 2021.
  • Funds reported $30.5B of Discover Financial Services stock for Q2 2021, up 23% quarter-over-quarter.
  • 118 funds opened new Discover Financial Services positions in Q2 2021 and 82 closed out, a net change of +36 holders.
  • The largest Discover Financial Services buyer in Q2 2021 was Capital International Investors, an estimated $432M added.
  • The largest Discover Financial Services seller in Q2 2021 was Nuveen, an estimated $182M sold.

Based on aggregated 13F filings for Q2 2021.