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DFS

Discover Financial Services

Delisted

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

1,176 hedge funds and large institutions have $37.3B invested in Discover Financial Services in 2025 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 393 increasing their positions, 440 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 108

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

0.46% more ownership

Funds ownership: 86.47%86.93% (+0.46%)

0% more funds holding

Funds holding: 1,1731,176 (+3)

1% less capital invested

Capital invested by funds: $37.6B → $37.3B (-$330M)

11% less repeat investments, than reductions

Existing positions increased: 393 | Existing positions reduced: 440

47% less call options, than puts

Call options by funds: $186M | Put options by funds: $348M

Holders
1,176
Holders Change
+3
Holders Change %
+0.26%
% of All Funds
15.77%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.55%
New
130
Increased
393
Reduced
440
Closed
108
Calls
$186M
Puts
$348M
Net Calls
-$163M
Net Calls Change
-$174M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.32B +$19.5M +106,416 +0.3%
Capital World Investors
2
Capital World Investors
California
$3.53B +$217M +1,184,937 +6%
BlackRock
3
BlackRock
New York
$3.51B -$215M -1,178,068 -5%
State Street
4
State Street
Massachusetts
$1.87B +$24.7M +135,086 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.1B -$204M -1,116,352 -15%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$1.09B +$28.4M +155,354 +2%
Norges Bank
7
Norges Bank
Norway
$847M +$142M +777,530 +19%
FCM
8
Farallon Capital Management
California
$816M +$95.1M +520,000 +12%
Morgan Stanley
9
Morgan Stanley
New York
$786M +$44.9M +245,424 +6%
Boston Partners
10
Boston Partners
Massachusetts
$618M -$217M -1,187,741 -25%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$536M -$2.41M -13,193 -0.4%
Northern Trust
12
Northern Trust
Illinois
$501M +$39.6M +216,755 +8%
Invesco
13
Invesco
Georgia
$484M -$24.9M -136,288 -5%
UBS Group
14
UBS Group
Switzerland
$412M +$53.2M +290,919 +14%
UOC
15
UBS O'Connor
Illinois
$408M +$224M +1,222,493 +105%
JP Morgan Chase
16
JP Morgan Chase
New York
$370M -$6.44M -35,229 -2%
UBS AM
17
UBS AM
Illinois
$356M +$2.75M +15,032 +0.7%
SC
18
Sessa Capital
New York
$303M
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$300M -$33M -180,428 -9%
Legal & General Group
20
Legal & General Group
United Kingdom
$296M +$21.4M +116,798 +7%
Goldman Sachs
21
Goldman Sachs
New York
$296M -$8.79M -48,068 -3%
Charles Schwab
22
Charles Schwab
California
$294M -$3.43M -18,770 -1%
RCMU
23
Rokos Capital Management (UK)
United Kingdom
$292M +$210M +1,150,671 +205%
Millennium Management
24
Millennium Management
New York
$282M -$7.79M -42,600 -3%
Eagle Capital Management (New York)
25
Eagle Capital Management (New York)
New York
$279M +$16.1M +88,283 +6%

DFS Hedge Fund Activity: Q1 2025 in Review

1,176 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2025, worth a combined $37.3B — down 0.88% from $37.6B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new DFS positions and 108 closed out — a net gain of 22 holders — while 393 added to existing stakes and 440 trimmed.

The largest buyer was UBS O'Connor, adding an estimated $224M. The largest seller was First Trust Advisors, cutting an estimated $277M.

  • 1,176 institutional investors held Discover Financial Services (DFS) as of Q1 2025, up from 1,173 in Q4 2024.
  • Funds reported $37.3B of Discover Financial Services stock for Q1 2025, down 0.88% quarter-over-quarter.
  • 130 funds opened new Discover Financial Services positions in Q1 2025 and 108 closed out, a net change of +22 holders.
  • The largest Discover Financial Services buyer in Q1 2025 was UBS O'Connor, an estimated $224M added.
  • The largest Discover Financial Services seller in Q1 2025 was First Trust Advisors, an estimated $277M sold.

Based on aggregated 13F filings for Q1 2025.