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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
IFS
576
Ifrah Financial Services
Arkansas
$326K -$1.1K -16 -0.4%
TAM
577
Tiverton Asset Management
Delaware
$325K +$291K +4,223 New
PMG
578
ProVise Management Group
Florida
$324K
IFWM
579
Institute for Wealth Management
Colorado
$322K +$287K +4,178 New
LC
580
Lourd Capital
California
$318K +$32K +465 +13%
MPPLM
581
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$316K +$283K +4,107 New
PL
582
Parkwood LLC
Ohio
$315K -$44.6K -648 -14%
AWM
583
Avior Wealth Management
Nebraska
$315K +$282K +4,096 New
HFS
584
HL Financial Services
Kentucky
$313K -$306K -4,444 -52%
LOAMS
585
Lombard Odier Asset Management (Switzerland)
Switzerland
$313K
AFP
586
Ausdal Financial Partners
Iowa
$312K -$6.67K -97 -2%
WIC
587
Woodmont Investment Counsel
Tennessee
$310K
LFA
588
Legacy Financial Advisors
Kentucky
$309K +$277K +4,030 New
YIA
589
YHB Investment Advisors
Connecticut
$305K
PTC
590
Private Trust Company
Ohio
$300K -$7.57K -110 -3%
MC
591
Moors & Cabot
Massachusetts
$299K +$69 +1 +0%
BA
592
Bridgewater Associates
Connecticut
$292K -$1.22M -17,734 -82%
CBOR
593
Community Bank of Raymore
Missouri
$287K
GCM
594
Gator Capital Management
Florida
$286K +$256K +3,720 New
HS
595
HighVista Strategies
Massachusetts
$285K -$89.4K -1,300 -26%
GCC
596
Game Creek Capital
Massachusetts
$285K +$255K +3,700 New
CAM
597
CenterStar Asset Management
Illinois
$282K
EGA
598
E&G Advisors
Texas
$277K +$248K +3,600 New
WGCA
599
Wolf Group Capital Advisors
Virginia
$276K
ASN
600
Advisory Services Network
Georgia
$276K +$44.5K +647 +22%

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.