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DFS

Discover Financial Services

Delisted

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

857 hedge funds and large institutions have $20.8B invested in Discover Financial Services in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 287 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

1% more funds holding

Funds holding: 851857 (+6)

1.86% less ownership

Funds ownership: 87.25%85.39% (-1.9%)

6% less capital invested

Capital invested by funds: $22.2B → $20.8B (-$1.33B)

10% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 319

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $124M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
857
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.62%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
76
Increased
287
Reduced
319
Closed
64
Calls
$111M
Puts
$124M
Net Calls
-$13.4M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
526
Clear Harbor Asset Management
Connecticut
$551K
W
527
Wealthfront
California
$545K -$11.2K -153 -2%
JWBC
528
J.W. Burns & Co
New York
$542K
BPCE
529
Bank Pictet & Cie (Europe)
Germany
$541K +$18.3K +249 +3%
FVCM
530
F&V Capital Management
Florida
$533K -$30.8K -420 -5%
GXMC
531
Global X Management Company
New York
$532K -$132K -1,798 -19%
PA
532
Profund Advisors
Maryland
$526K -$92K -1,254 -14%
GT
533
Glenview Trust
Kentucky
$525K
SRAM
534
Stone Ridge Asset Management
New York
$509K
APA
535
American Portfolios Advisors
New York
$505K -$2.86K -39 -0.5%
PGWM
536
Parisi Gray Wealth Management
New Jersey
$497K
MCA
537
Morris Capital Advisors
Pennsylvania
$495K -$587 -8 -0.1%
SC
538
Sovarnum Capital
New York
$493K -$403K -5,500 -44%
PNC
539
Park National Corp
Ohio
$492K
BTNA
540
Bremer Trust National Association
Minnesota
$488K -$406K -5,533 -44%
LP
541
LMR Partners
United Kingdom
$486K -$2.34M -31,869 -82%
MCM
542
Matarin Capital Management
New York
$483K -$99.5K -1,356 -17%
SC
543
SRB Corp
Massachusetts
$482K +$309K +4,214 +161%
EWM
544
Evermay Wealth Management
Virginia
$475K +$41.8K +570 +9%
MRCM
545
M&R Capital Management
New Jersey
$473K -$4.77K -65 -1%
ACA
546
Atlas Capital Advisors
Wyoming
$471K -$104K -1,412 -18%
Wellington Management Group
547
Wellington Management Group
Massachusetts
$470K -$2.6M -35,442 -84%
ECM
548
Everence Capital Management
Indiana
$470K
SWM
549
SeaCrest Wealth Management
New York
$470K +$14.7K +201 +3%
SCM
550
SKBA Capital Management
California
$468K

DFS Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2018, worth a combined $20.8B — down 6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFS positions and 64 closed out — a net gain of 12 holders — while 287 added to existing stakes and 319 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $88.6M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 857 institutional investors held Discover Financial Services (DFS) as of Q2 2018, up from 851 in Q1 2018.
  • Funds reported $20.8B of Discover Financial Services stock for Q2 2018, down 6% quarter-over-quarter.
  • 76 funds opened new Discover Financial Services positions in Q2 2018 and 64 closed out, a net change of +12 holders.
  • The largest Discover Financial Services buyer in Q2 2018 was Arrowstreet Capital, an estimated $88.6M added.
  • The largest Discover Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2018.