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DFS

Discover Financial Services

Delisted

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

834 hedge funds and large institutions have $19.7B invested in Discover Financial Services in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $100M | Put options by funds: $74.1M

19% more capital invested

Capital invested by funds: $16.6B → $19.7B (+$3.09B)

5% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 92

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.17% less ownership

Funds ownership: 85.4%85.23% (-0.17%)

0% less funds holding

Funds holding: 837834 (-3)

26% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 348

Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
18.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
97
Increased
259
Reduced
348
Closed
92
Calls
$100M
Puts
$74.1M
Net Calls
+$26.4M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
576
Woodmont Investment Counsel
Tennessee
$278K +$1.99K +29 +0.7%
GWS
577
Glassman Wealth Services
Virginia
$276K +$24.6K +359 +10%
MA
578
MUFG Americas
New York
$275K -$548 -8 -0.2%
GWM
579
Geneos Wealth Management
Colorado
$274K -$14.7K -215 -5%
QCG
580
Quadrant Capital Group
Ohio
$269K -$15.7K -229 -5%
QI
581
Qtron Investments
Massachusetts
$269K
DC
582
Davenport & Co
Virginia
$265K -$12.9K -188 -5%
BJL
583
Brighton Jones LLC
Washington
$264K +$254K +3,712 New
GIM
584
Goelzer Investment Management
Indiana
$258K +$248K +3,629 New
WP
585
WMS Partners
Maryland
$257K -$48.3K -705 -16%
DIA
586
Dana Investment Advisors
Wisconsin
$255K +$245K +3,584 New
IA
587
IFG Advisory
Georgia
$255K +$246K +3,592 New
SAM
588
Silvercrest Asset Management
New York
$254K -$1.99K -29 -0.8%
CAM
589
Close Asset Management
United Kingdom
$253K -$244K -3,563 -50%
NED
590
Nancy E. Dempze
$252K
Rockefeller Capital Management
591
Rockefeller Capital Management
New York
$251K -$13.3M -193,833 -98%
EWA
592
EP Wealth Advisors
California
$251K -$6.23K -91 -3%
YIA
593
YHB Investment Advisors
Connecticut
$249K
EMG
594
Ellington Management Group
Connecticut
$249K +$240K +3,500 New
WCM
595
Weatherstone Capital Management
Colorado
$246K +$237K +3,455 New
WWM
596
Western Wealth Management
Colorado
$243K -$34.4K -503 -13%
PMG
597
ProVise Management Group
Florida
$243K
GP
598
Girard Partners
Pennsylvania
$240K +$231K +3,379 New
Kovitz Investment Group Partners
599
Kovitz Investment Group Partners
Illinois
$238K -$110K -1,607 -32%
BSW
600
Buckingham Strategic Wealth
Missouri
$237K -$8.7K -127 -4%

DFS Hedge Fund Activity: Q1 2019 in Review

834 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2019, worth a combined $19.7B — up 19% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 92 closed out — a net gain of 5 holders — while 259 added to existing stakes and 348 trimmed.

The largest buyer was BlackRock, adding an estimated $95.8M. The largest seller was Diamond Hill Capital Management, cutting an estimated $89.6M.

  • 834 institutional investors held Discover Financial Services (DFS) as of Q1 2019, down from 837 in Q4 2018.
  • Funds reported $19.7B of Discover Financial Services stock for Q1 2019, up 19% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q1 2019 and 92 closed out, a net change of +5 holders.
  • The largest Discover Financial Services buyer in Q1 2019 was BlackRock, an estimated $95.8M added.
  • The largest Discover Financial Services seller in Q1 2019 was Diamond Hill Capital Management, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2019.