We are live on ! Find out more
DFS

Discover Financial Services

Delisted

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

1,035 hedge funds and large institutions have $27.9B invested in Discover Financial Services in 2024 Q1 according to their latest regulatory filings, with 160 funds opening new positions, 286 increasing their positions, 401 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 85

77% more funds holding in top 10

Funds holding in top 10: 1323 (+10)

12% more capital invested

Capital invested by funds: $24.9B → $27.9B (+$2.97B)

6% more funds holding

Funds holding: 9761,035 (+59)

5% more call options, than puts

Call options by funds: $243M | Put options by funds: $231M

3.64% less ownership

Funds ownership: 88.79%85.15% (-3.6%)

29% less repeat investments, than reductions

Existing positions increased: 286 | Existing positions reduced: 401

Holders
1,035
Holders Change
+59
Holders Change %
+6.05%
% of All Funds
14.91%
Holding in Top 10
23
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+76.92%
% of All Funds
0.33%
New
160
Increased
286
Reduced
401
Closed
85
Calls
$243M
Puts
$231M
Net Calls
+$12.1M
Net Calls Change
+$10.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.99B -$218M -1,900,202 -6%
BlackRock
2
BlackRock
New York
$2.44B -$11M -95,926 -0.5%
Capital World Investors
3
Capital World Investors
California
$2.19B -$446M -3,895,426 -19%
State Street
4
State Street
Massachusetts
$1.36B -$27.7M -241,967 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$861M -$10.3M -89,629 -1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$789M +$44.6M +389,469 +7%
Morgan Stanley
7
Morgan Stanley
New York
$602M -$491M -4,286,437 -48%
Norges Bank
8
Norges Bank
Norway
$560M +$161M +1,405,643 +49%
Boston Partners
9
Boston Partners
Massachusetts
$531M -$575M -5,020,252 -55%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$485M +$5.02M +43,825 +1%
BWA
11
Brave Warrior Advisors
New York
$434M +$77.6M +676,910 +26%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$356M +$270M +2,353,465 +647%
SC
13
Sessa Capital
New York
$335M +$293M +2,558,062 New
Northern Trust
14
Northern Trust
Illinois
$310M -$17M -148,686 -6%
Barclays
15
Barclays
United Kingdom
$299M -$29.4M -256,350 -10%
Invesco
16
Invesco
Georgia
$297M -$1.99M -17,375 -0.8%
Millennium Management
17
Millennium Management
New York
$279M +$243M +2,120,005 +35,799%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$265M -$8.94M -77,963 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$250M +$409K +3,568 +0.2%
First Trust Advisors
20
First Trust Advisors
Illinois
$246M -$17.4M -151,926 -7%
SCA
21
Southpoint Capital Advisors
New York
$236M -$45.8M -400,000 -18%
Legal & General Group
22
Legal & General Group
United Kingdom
$224M +$97.8K +853 +0.1%
Charles Schwab
23
Charles Schwab
California
$223M +$5.43M +47,362 +3%
LSV Asset Management
24
LSV Asset Management
Illinois
$222M -$13.9M -121,500 -7%
Capital International Investors
25
Capital International Investors
California
$212M +$83.3K +727 +0%

DFS Hedge Fund Activity: Q1 2024 in Review

1,035 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2024, worth a combined $27.9B — up 12% from $24.9B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new DFS positions and 85 closed out — a net gain of 75 holders — while 286 added to existing stakes and 401 trimmed.

The largest buyer was Sessa Capital, opening a new position worth an estimated $293M. The largest seller was Boston Partners, cutting an estimated $575M.

  • 1,035 institutional investors held Discover Financial Services (DFS) as of Q1 2024, up from 976 in Q4 2023.
  • Funds reported $27.9B of Discover Financial Services stock for Q1 2024, up 12% quarter-over-quarter.
  • 160 funds opened new Discover Financial Services positions in Q1 2024 and 85 closed out, a net change of +75 holders.
  • The largest Discover Financial Services buyer in Q1 2024 was Sessa Capital, an estimated $293M added.
  • The largest Discover Financial Services seller in Q1 2024 was Boston Partners, an estimated $575M sold.

Based on aggregated 13F filings for Q1 2024.