We are live on ! Find out more
DFS

Discover Financial Services

Delisted

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

1,058 hedge funds and large institutions have $30B invested in Discover Financial Services in 2024 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 388 increasing their positions, 355 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 64

8% more capital invested

Capital invested by funds: $27.8B → $30B (+$2.18B)

3% more funds holding

Funds holding: 1,0281,058 (+30)

9% more repeat investments, than reductions

Existing positions increased: 388 | Existing positions reduced: 355

0.17% more ownership

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

19% less funds holding in top 10

Funds holding in top 10: 2722 (-5)

26% less call options, than puts

Call options by funds: $274M | Put options by funds: $370M

Holders
1,058
Holders Change
+30
Holders Change %
+2.92%
% of All Funds
15.19%
Holding in Top 10
22
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-18.52%
% of All Funds
0.32%
New
100
Increased
388
Reduced
355
Closed
64
Calls
$274M
Puts
$370M
Net Calls
-$96.3M
Net Calls Change
-$63.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.31B +$34.2M +253,992 +0.8%
Capital World Investors
2
Capital World Investors
California
$2.93B +$85.8M +637,567 +3%
BlackRock
3
BlackRock
New York
$2.9B +$171M +1,268,236 +7%
State Street
4
State Street
Massachusetts
$1.47B +$10.8M +80,601 +0.8%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.05B +$75.1M +558,227 +8%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$852M -$2.2M -16,359 -0.3%
Boston Partners
7
Boston Partners
Massachusetts
$696M +$438M +3,257,142 +192%
Morgan Stanley
8
Morgan Stanley
New York
$632M -$24.9M -185,396 -4%
Norges Bank
9
Norges Bank
Norway
$598M -$9.96M -74,079 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$501M -$16.1M -119,849 -3%
BWA
11
Brave Warrior Advisors
New York
$485M -$843K -6,266 -0.2%
Balyasny Asset Management
12
Balyasny Asset Management
Illinois
$359M +$15.4M +114,150 +5%
SC
13
Sessa Capital
New York
$345M -$9.55M -71,000 -3%
Northern Trust
14
Northern Trust
Illinois
$314M -$15.5M -114,945 -5%
Invesco
15
Invesco
Georgia
$301M -$33.7M -250,637 -10%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$296M +$39.4M +292,625 +16%
Millennium Management
17
Millennium Management
New York
$285M +$24.3M +180,328 +10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$278M -$6.63M -49,311 -2%
Bank of America
19
Bank of America
North Carolina
$264M +$137M +1,015,982 +117%
Capital International Investors
20
Capital International Investors
California
$264M +$7.45M +55,392 +3%
UBS AM
21
UBS AM
Illinois
$257M +$1.65M +12,255 +0.7%
JP Morgan Chase
22
JP Morgan Chase
New York
$245M +$8.06M +59,954 +4%
Charles Schwab
23
Charles Schwab
California
$242M +$1.04M +7,751 +0.5%
First Trust Advisors
24
First Trust Advisors
Illinois
$235M -$1.1M -8,169 -0.5%
Legal & General Group
25
Legal & General Group
United Kingdom
$234M +$1.56M +11,623 +0.7%

DFS Hedge Fund Activity: Q3 2024 in Review

1,058 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2024, worth a combined $30B — up 7.8% from $27.8B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new DFS positions and 64 closed out — a net gain of 36 holders — while 388 added to existing stakes and 355 trimmed.

The largest buyer was Boston Partners, adding an estimated $438M. The largest seller was Rockefeller Capital Management, cutting an estimated $166M.

  • 1,058 institutional investors held Discover Financial Services (DFS) as of Q3 2024, up from 1,028 in Q2 2024.
  • Funds reported $30B of Discover Financial Services stock for Q3 2024, up 7.8% quarter-over-quarter.
  • 100 funds opened new Discover Financial Services positions in Q3 2024 and 64 closed out, a net change of +36 holders.
  • The largest Discover Financial Services buyer in Q3 2024 was Boston Partners, an estimated $438M added.
  • The largest Discover Financial Services seller in Q3 2024 was Rockefeller Capital Management, an estimated $166M sold.

Based on aggregated 13F filings for Q3 2024.