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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
LWS
526
Lucia Wealth Services
California
$498K +$445K +6,474 New
Wellington Management Group
527
Wellington Management Group
Massachusetts
$495K -$474K -6,892 -52%
PK
528
Pflug Koory
Nebraska
$491K +$9.29K +135 +2%
GAM
529
Gotham Asset Management
New York
$485K +$59.4K +864 +16%
QCM
530
Quadrant Capital Management
New Jersey
$482K -$3.44K -50 -0.8%
CAN
531
Cetera Advisor Networks
California
$482K +$93.8K +1,363 +28%
SM
532
Salzhauer Michael
$481K -$16.2K -235 -4%
EB
533
Eastern Bank
Massachusetts
$481K -$1.17K -17 -0.3%
AT
534
Arden Trust
Delaware
$480K -$10.3K -149 -2%
CIBC World Market
535
CIBC World Market
Ontario, Canada
$478K +$31K +451 +8%
WG
536
Winton Group
United Kingdom
$471K -$3.19M -46,345 -88%
OWD
537
Osborn Williams & Donohoe
Ohio
$464K +$83.7K +1,217 +25%
HAG
538
HighPoint Advisor Group
Illinois
$462K -$1.17K -17 -0.3%
SA
539
Sicart Associates
New York
$462K +$413K +6,000 New
ZCA
540
Zeke Capital Advisors
Pennsylvania
$459K +$411K +5,968 New
HNB
541
Huntington National Bank
Ohio
$451K +$2.2K +32 +0.5%
GP
542
Girard Partners
Pennsylvania
$449K
VIA
543
Virtus Investment Advisers
Connecticut
$444K +$46.9K +682 +13%
STA
544
Summit Trail Advisors
New York
$439K +$387K +5,630 New
HIM
545
Hermes Investment Management
United Kingdom
$438K +$27.5K +400 +8%
SS
546
Simplicity Solutions
Minnesota
$437K +$20.1K +292 +5%
MAM
547
Martingale Asset Management
Massachusetts
$436K -$1.13M -16,362 -74%
FFA
548
Fragasso Financial Advisors
Pennsylvania
$429K -$773K -11,234 -67%
JFGIW
549
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$425K
FPCP
550
Fort Point Capital Partners
California
$421K +$19K +276 +5%

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.