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DFS

Discover Financial Services

Delisted

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

905 hedge funds and large institutions have $18.3B invested in Discover Financial Services in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 316 increasing their positions, 345 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $305M | Put options by funds: $303M

0.59% more ownership

Funds ownership: 83.59%84.18% (+0.59%)

8% less repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 345

7% less funds holding

Funds holding: 972905 (-67)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

26% less capital invested

Capital invested by funds: $24.7B → $18.3B (-$6.43B)

38% less first-time investments, than exits

New positions opened: 88 | Existing positions closed: 142

Holders
905
Holders Change
-67
Holders Change %
-6.89%
% of All Funds
14.36%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
88
Increased
316
Reduced
345
Closed
142
Calls
$305M
Puts
$303M
Net Calls
+$2.2M
Net Calls Change
+$25M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.8B -$74.6M -751,181 -2%
Capital World Investors
2
Capital World Investors
California
$1.83B +$470K +4,731 +0%
BlackRock
3
BlackRock
New York
$1.56B -$2.93M -29,452 -0.2%
State Street
4
State Street
Massachusetts
$877M -$53.2M -535,285 -5%
Boston Partners
5
Boston Partners
Massachusetts
$744M +$308M +3,102,119 +56%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$493M +$23.7M +238,498 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$475M +$2.51M +25,258 +0.5%
Morgan Stanley
8
Morgan Stanley
New York
$380M -$22.6M -227,455 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$298M +$11.4M +114,864 +3%
Norges Bank
10
Norges Bank
Norway
$248M -$31.3M -315,599 -10%
Northern Trust
11
Northern Trust
Illinois
$223M +$2.02M +20,333 +0.8%
Barclays
12
Barclays
United Kingdom
$221M +$39.4M +396,918 +18%
SCA
13
Southpoint Capital Advisors
New York
$211M -$14.1M -141,934 -6%
BWA
14
Brave Warrior Advisors
New York
$206M +$237M +2,381,258 New
Invesco
15
Invesco
Georgia
$193M +$52.3M +526,951 +31%
Goldman Sachs
16
Goldman Sachs
New York
$188M +$43.8M +440,568 +25%
First Trust Advisors
17
First Trust Advisors
Illinois
$178M +$39.3M +396,112 +24%
LSV Asset Management
18
LSV Asset Management
Illinois
$166M -$4M -40,290 -2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$165M -$9.5M -95,649 -5%
N
20
Nuveen
North Carolina
$161M +$9.06M +91,250 +5%
Primecap Management
21
Primecap Management
California
$158M -$1.21M -12,190 -0.7%
JP Morgan Chase
22
JP Morgan Chase
New York
$154M -$16.5M -165,919 -9%
Legal & General Group
23
Legal & General Group
United Kingdom
$154M -$10.7M -107,373 -6%
Capital International Investors
24
Capital International Investors
California
$141M -$7.93M -79,804 -5%
TCAM
25
Turtle Creek Asset Management
Ontario, Canada
$140M +$49.2M +495,145 +44%

DFS Hedge Fund Activity: Q3 2023 in Review

905 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2023, worth a combined $18.3B — down 26% from $24.7B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of DFS and 88 opened new positions — a net loss of 54 holders — while 345 trimmed existing stakes and 316 added.

The largest buyer was Boston Partners, adding an estimated $308M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $496M sold.

  • 905 institutional investors held Discover Financial Services (DFS) as of Q3 2023, down from 972 in Q2 2023.
  • Funds reported $18.3B of Discover Financial Services stock for Q3 2023, down 26% quarter-over-quarter.
  • 88 funds opened new Discover Financial Services positions in Q3 2023 and 142 closed out, a net change of -54 holders.
  • The largest Discover Financial Services buyer in Q3 2023 was Boston Partners, an estimated $308M added.
  • The largest Discover Financial Services seller in Q3 2023 was Capital Research Global Investors, an estimated $496M sold.

Based on aggregated 13F filings for Q3 2023.