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DFS

Discover Financial Services

Delisted

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

10 hedge funds and large institutions have $15.3M invested in Discover Financial Services in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 1,155 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 5

86.89% less ownership

Funds ownership: 86.93%0.04% (-87%)

99% less funds holding

Funds holding: 1,17610 (-1,166)

100% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1,155

100% less capital invested

Capital invested by funds: $37.3B → $15.3M (-$37.3B)

100% less funds holding in top 10

Funds holding in top 10: 410 (-41)

Holders
10
Holders Change
-1,166
Holders Change %
-99.15%
% of All Funds
0.13%
Holding in Top 10
Holding in Top 10 Change
-41
Holding in Top 10 Change %
-100%
% of All Funds
New
1
Increased
2
Reduced
5
Closed
1,155
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DekaBank Deutsche Girozentrale
1
DekaBank Deutsche Girozentrale
Germany
$8.64M -$591K -3,336 -5%
Osaic Holdings
2
Osaic Holdings
Arizona
$1.95M -$3.72M -20,971 -54%
DWM
3
Dynasty Wealth Management
Florida
$1.93M -$322K -1,818 -16%
KIM
4
Kestra Investment Management
Texas
$1.1M
VanEck Associates
5
VanEck Associates
New York
$1.08M -$4.41M -24,876 -82%
IA
6
IFP Advisors
Florida
$554K +$146K +824 +45%
SS
7
Sunbelt Securities
Texas
$54.6K +$1.59K +9 +3%
OLVIG
8
Oliver Lagore Vanvalin Investment Group
Michigan
$32.1K +$33.3K +188 New
HNB
9
Huntington National Bank
Ohio
$200 -$612K -3,453 -100%
Vanguard Group
10
Vanguard Group
Pennsylvania
-$5.32B -31,151,624 Closed
Capital World Investors
11
Capital World Investors
California
-$3.53B -20,688,885 Closed
BlackRock
12
BlackRock
New York
-$3.51B -20,590,789 Closed
State Street
13
State Street
Massachusetts
-$1.87B -10,930,219 Closed
Fidelity Investments
14
Fidelity Investments
Massachusetts
-$1.1B -6,436,664 Closed
Geode Capital Management
15
Geode Capital Management
Massachusetts
-$1.09B -6,395,805 Closed
Norges Bank
16
Norges Bank
Norway
-$847M -4,961,102 Closed
FCM
17
Farallon Capital Management
California
-$816M -4,780,000 Closed
Morgan Stanley
18
Morgan Stanley
New York
-$786M -4,602,174 Closed
Boston Partners
19
Boston Partners
Massachusetts
-$618M -3,621,894 Closed
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
-$536M -3,143,456 Closed
Northern Trust
21
Northern Trust
Illinois
-$501M -2,933,464 Closed
Invesco
22
Invesco
Georgia
-$484M -2,838,183 Closed
UBS Group
23
UBS Group
Switzerland
-$412M -2,416,137 Closed
UOC
24
UBS O'Connor
Illinois
-$408M -2,389,191 Closed
JP Morgan Chase
25
JP Morgan Chase
New York
-$370M -2,165,415 Closed

DFS Hedge Fund Activity: Q2 2025 in Review

10 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2025, worth a combined $15.3M — down 100% from $37.3B a quarter earlier.

Sellers outnumbered buyers: 1,155 funds closed out of DFS and 1 opened new positions — a net loss of 1,154 holders — while 5 trimmed existing stakes and 2 added.

The largest buyer was IFP Advisors, adding an estimated $146K. The largest seller was Vanguard Group, exiting entirely with an estimated $5.32B sold.

  • 10 institutional investors held Discover Financial Services (DFS) as of Q2 2025, down from 1,176 in Q1 2025.
  • Funds reported $15.3M of Discover Financial Services stock for Q2 2025, down 100% quarter-over-quarter.
  • 1 fund opened new Discover Financial Services positions in Q2 2025 and 1,155 closed out, a net change of -1,154 holders.
  • The largest Discover Financial Services buyer in Q2 2025 was IFP Advisors, an estimated $146K added.
  • The largest Discover Financial Services seller in Q2 2025 was Vanguard Group, an estimated $5.32B sold.

Based on aggregated 13F filings for Q2 2025.