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DFS

Discover Financial Services

Delisted

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

736 hedge funds and large institutions have $25B invested in Discover Financial Services in 2014 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 270 increasing their positions, 286 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 34

18% more funds holding in top 10

Funds holding in top 10: 2833 (+5)

17% more call options, than puts

Call options by funds: $131M | Put options by funds: $112M

2% more funds holding

Funds holding: 724736 (+12)

2% more capital invested

Capital invested by funds: $24.5B → $25B (+$510M)

0.42% less ownership

Funds ownership: 84.65%84.23% (-0.42%)

6% less repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 286

Holders
736
Holders Change
+12
Holders Change %
+1.66%
% of All Funds
21.36%
Holding in Top 10
33
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.86%
% of All Funds
0.96%
New
55
Increased
270
Reduced
286
Closed
34
Calls
$131M
Puts
$112M
Net Calls
+$19.3M
Net Calls Change
-$32.6M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
401
Denali Advisors
California
$2.14M +$31.3K +500 +2%
BBHC
402
Brown Brothers Harriman & Co
New York
$2.1M +$5.2K +83 +0.3%
PG
403
PEAK6 Group
Illinois
$2.1M +$1.38M +21,943 +205%
FAM
404
Fiduciary Asset Management
Missouri
$2.1M -$965K -15,400 -32%
B
405
Barings
North Carolina
$2.08M
NC
406
Northpointe Capital
Michigan
$2.08M +$12K +191 +0.6%
SFPIA
407
Stevens First Principles Investment Advisors
California
$2.07M
TAM
408
Tocqueville Asset Management
New York
$2.04M +$11.1K +177 +0.6%
RJFSA
409
Raymond James Financial Services Advisors
Florida
$2.03M +$16.2K +258 +0.8%
CTC
410
Central Trust Company
Missouri
$2.02M -$71.6K -1,143 -4%
NSEDCP
411
NJ State Employees Deferred Compensation Plan
New Jersey
$2.02M
ECM
412
ETrade Capital Management
Virginia
$2M +$91.5K +1,459 +5%
JG
413
Jefferies Group
New York
$1.98M +$1.47M +23,504 +328%
B
414
Bailard
California
$1.94M -$61.7K -984 -3%
LPL Financial
415
LPL Financial
California
$1.92M +$281K +4,485 +17%
Truist Financial
416
Truist Financial
North Carolina
$1.91M +$289K +4,605 +18%
BC
417
Barnett & Company
Tennessee
$1.9M +$554K +8,841 +43%
MFS
418
Monetta Financial Services
Illinois
$1.87M
PAM
419
Paradigm Asset Management
New York
$1.78M -$50.1K -800 -3%
CC
420
Curian Capital
Colorado
$1.77M +$7.96K +127 +0.5%
V
421
Veritable
Delaware
$1.77M +$7.83K +125 +0.5%
CLM
422
ClearBridge LLC (Maryland)
Maryland
$1.73M
AIM
423
abrdn Investment Management
United Kingdom
$1.72M +$432K +6,886 +35%
GMIM
424
General Motors Investment Management
New York
$1.69M +$438K +6,985 +36%
SIM
425
Sentry Investment Management
Wisconsin
$1.68M -$169K -2,689 -9%

DFS Hedge Fund Activity: Q3 2014 in Review

736 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q3 2014, worth a combined $25B — up 2.1% from $24.5B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new DFS positions and 34 closed out — a net gain of 21 holders — while 270 added to existing stakes and 286 trimmed.

The largest buyer was Boston Partners, adding an estimated $61.6M. The largest seller was Ameriprise, cutting an estimated $184M.

  • 736 institutional investors held Discover Financial Services (DFS) as of Q3 2014, up from 724 in Q2 2014.
  • Funds reported $25B of Discover Financial Services stock for Q3 2014, up 2.1% quarter-over-quarter.
  • 55 funds opened new Discover Financial Services positions in Q3 2014 and 34 closed out, a net change of +21 holders.
  • The largest Discover Financial Services buyer in Q3 2014 was Boston Partners, an estimated $61.6M added.
  • The largest Discover Financial Services seller in Q3 2014 was Ameriprise, an estimated $184M sold.

Based on aggregated 13F filings for Q3 2014.