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DFS

Discover Financial Services

Delisted

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

978 hedge funds and large institutions have $21.7B invested in Discover Financial Services in 2022 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 330 increasing their positions, 327 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 65

6% more funds holding

Funds holding: 924978 (+54)

5% more capital invested

Capital invested by funds: $20.6B → $21.7B (+$1.08B)

1% more repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 327

1.2% less ownership

Funds ownership: 83.15%81.95% (-1.2%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

37% less call options, than puts

Call options by funds: $184M | Put options by funds: $292M

Holders
978
Holders Change
+54
Holders Change %
+5.84%
% of All Funds
15.72%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
136
Increased
330
Reduced
327
Closed
65
Calls
$184M
Puts
$292M
Net Calls
-$108M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.51B +$46.7M +464,536 +1%
BlackRock
2
BlackRock
New York
$1.98B +$18.5M +184,144 +0.9%
Capital World Investors
3
Capital World Investors
California
$1.85B +$124M +1,229,529 +7%
State Street
4
State Street
Massachusetts
$1.15B -$3.16M -31,409 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$682M -$105M -1,039,572 -13%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$554M +$5.09M +50,588 +0.9%
Macquarie Group
7
Macquarie Group
Australia
$501M +$29.6M +293,924 +6%
Morgan Stanley
8
Morgan Stanley
New York
$482M +$130M +1,293,260 +36%
Boston Partners
9
Boston Partners
Massachusetts
$404M +$3.42M +34,033 +0.8%
Norges Bank
10
Norges Bank
Norway
$341M +$39.1M +388,372 +13%
Northern Trust
11
Northern Trust
Illinois
$312M -$12.8M -126,763 -4%
N
12
Nuveen
North Carolina
$276M +$71M +705,894 +33%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$269M +$36.7M +364,988 +15%
Ameriprise
14
Ameriprise
Minnesota
$247M +$4.67M +46,389 +2%
Primecap Management
15
Primecap Management
California
$228M -$63M -625,640 -21%
Barclays
16
Barclays
United Kingdom
$224M +$26.5M +262,860 +13%
Goldman Sachs
17
Goldman Sachs
New York
$222M +$33.2M +329,810 +17%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$219M -$63.6M -631,870 -22%
Millennium Management
19
Millennium Management
New York
$218M +$55.8M +554,772 +33%
LSV Asset Management
20
LSV Asset Management
Illinois
$207M -$36.5M -362,579 -15%
Legal & General Group
21
Legal & General Group
United Kingdom
$197M -$12.8M -127,574 -6%
First Trust Advisors
22
First Trust Advisors
Illinois
$193M +$2.08M +20,644 +1%
Principal Financial Group
23
Principal Financial Group
Iowa
$186M -$1.08M -10,769 -0.6%
Deutsche Bank
24
Deutsche Bank
Germany
$178M +$34M +337,835 +23%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$176M -$18.1M -179,537 -9%

DFS Hedge Fund Activity: Q4 2022 in Review

978 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2022, worth a combined $21.7B — up 5.3% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new DFS positions and 65 closed out — a net gain of 71 holders — while 330 added to existing stakes and 327 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $130M. The largest seller was Capital International Investors, cutting an estimated $467M.

  • 978 institutional investors held Discover Financial Services (DFS) as of Q4 2022, up from 924 in Q3 2022.
  • Funds reported $21.7B of Discover Financial Services stock for Q4 2022, up 5.3% quarter-over-quarter.
  • 136 funds opened new Discover Financial Services positions in Q4 2022 and 65 closed out, a net change of +71 holders.
  • The largest Discover Financial Services buyer in Q4 2022 was Morgan Stanley, an estimated $130M added.
  • The largest Discover Financial Services seller in Q4 2022 was Capital International Investors, an estimated $467M sold.

Based on aggregated 13F filings for Q4 2022.