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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
551
E&G Advisors
Texas
$450K
FRM
552
Fox Run Management
Connecticut
$444K +$130K +1,679 +42%
PAM
553
Premier Asset Management
Illinois
$438K +$438K +5,661 New
OFS
554
OneAscent Financial Services
Alabama
$436K +$436K +5,625 New
PK
555
Pflug Koory
Nebraska
$429K -$19.4K -250 -4%
FNT
556
First National Trust
Pennsylvania
$425K -$79.5K -1,026 -16%
SM
557
Salzhauer Michael
$420K
TRCT
558
Tower Research Capital (TRC)
New York
$412K -$303K -3,909 -42%
CRC
559
Curi RMB Capital
Illinois
$405K +$56.1K +724 +16%
CIC
560
Cutler Investment Counsel
Oregon
$402K
AT
561
Arden Trust
Delaware
$397K -$167K -2,152 -30%
BAC
562
Boys Arnold & Co
North Carolina
$394K -$120K -1,550 -23%
P
563
Pitcairn
Pennsylvania
$394K -$620 -8 -0.2%
FPCP
564
Fort Point Capital Partners
California
$392K
FHA
565
First Horizon Advisors
Tennessee
$384K -$7.13K -92 -2%
AFP
566
Ausdal Financial Partners
Iowa
$383K +$1.47K +19 +0.5%
DIA
567
Dana Investment Advisors
Wisconsin
$380K +$102K +1,313 +37%
BWM
568
Buckley Wealth Management
Nevada
$379K -$7.2K -93 -2%
AssetMark Inc
569
AssetMark Inc
California
$377K -$64.8K -837 -15%
CC
570
ClearArc Capital
Ohio
$375K -$51.6K -666 -12%
CCB
571
Cutter & Co Brokerage
Missouri
$372K +$25.6K +330 +7%
CPO
572
Cerity Partners OCIO
New York
$371K +$370K +4,779 New
CMBA
573
C.M. Bidwell & Associates
Hawaii
$369K +$368K +4,755 New
SF
574
Synovus Financial
Georgia
$367K +$17K +219 +5%
HS
575
HighVista Strategies
Massachusetts
$365K -$108K -1,400 -23%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.