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DFS

Discover Financial Services

Delisted

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

1,028 hedge funds and large institutions have $27.8B invested in Discover Financial Services in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 341 increasing their positions, 372 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

10% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 83

0.17% less ownership

Funds ownership: 85.15%84.98% (-0.17%)

0% less capital invested

Capital invested by funds: $27.9B → $27.8B (-$118M)

1% less funds holding

Funds holding: 1,0351,028 (-7)

8% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 372

20% less call options, than puts

Call options by funds: $134M | Put options by funds: $168M

Holders
1,028
Holders Change
-7
Holders Change %
-0.68%
% of All Funds
14.85%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.39%
New
91
Increased
341
Reduced
372
Closed
83
Calls
$134M
Puts
$168M
Net Calls
-$33.3M
Net Calls Change
-$45.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.99B +$8.66M +69,456 +0.2%
Capital World Investors
2
Capital World Investors
California
$2.65B +$439M +3,525,029 +21%
BlackRock
3
BlackRock
New York
$2.53B +$94.9M +761,131 +4%
State Street
4
State Street
Massachusetts
$1.36B +$9.17M +73,561 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$907M +$45.6M +365,941 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$797M +$8.73M +70,039 +1%
Morgan Stanley
7
Morgan Stanley
New York
$613M +$12.1M +97,034 +2%
Norges Bank
8
Norges Bank
Norway
$568M +$8.34M +66,943 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$482M -$1.33M -10,700 -0.3%
BWA
10
Brave Warrior Advisors
New York
$453M +$18.8M +150,895 +5%
SC
11
Sessa Capital
New York
$331M -$3.64M -29,183 -1%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$320M -$34M -272,531 -10%
Invesco
13
Invesco
Georgia
$314M +$17M +135,993 +6%
Northern Trust
14
Northern Trust
Illinois
$308M -$1.72M -13,768 -0.6%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$265M +$623K +4,996 +0.2%
SCA
16
Southpoint Capital Advisors
New York
$262M +$24.9M +200,000 +11%
Millennium Management
17
Millennium Management
New York
$242M -$34.6M -277,563 -13%
Goldman Sachs
18
Goldman Sachs
New York
$242M +$43.4M +347,971 +23%
Capital International Investors
19
Capital International Investors
California
$239M +$25.5M +204,729 +13%
UBS AM
20
UBS AM
Illinois
$238M +$81.3M +652,275 +56%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$238M +$100M +803,021 +79%
Charles Schwab
22
Charles Schwab
California
$225M +$2.7M +21,695 +1%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$222M +$202M +1,618,401 +1,996%
Boston Partners
24
Boston Partners
Massachusetts
$222M -$294M -2,358,813 -58%
JP Morgan Chase
25
JP Morgan Chase
New York
$221M -$27.6M -221,166 -12%

DFS Hedge Fund Activity: Q2 2024 in Review

1,028 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2024, worth a combined $27.8B — down 0.42% from $27.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new DFS positions and 83 closed out — a net gain of 8 holders — while 341 added to existing stakes and 372 trimmed.

The largest buyer was Capital World Investors, adding an estimated $439M. The largest seller was Boston Partners, cutting an estimated $294M.

  • 1,028 institutional investors held Discover Financial Services (DFS) as of Q2 2024, down from 1,035 in Q1 2024.
  • Funds reported $27.8B of Discover Financial Services stock for Q2 2024, down 0.42% quarter-over-quarter.
  • 91 funds opened new Discover Financial Services positions in Q2 2024 and 83 closed out, a net change of +8 holders.
  • The largest Discover Financial Services buyer in Q2 2024 was Capital World Investors, an estimated $439M added.
  • The largest Discover Financial Services seller in Q2 2024 was Boston Partners, an estimated $294M sold.

Based on aggregated 13F filings for Q2 2024.