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DFS

Discover Financial Services

Delisted

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

778 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 310 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $138M | Put options by funds: $84.6M

0.37% less ownership

Funds ownership: 83.73%83.37% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 310

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 794778 (-16)

16% less capital invested

Capital invested by funds: $24.8B → $20.9B (-$3.88B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
778
Holders Change
-16
Holders Change %
-2.02%
% of All Funds
20.73%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.37%
New
81
Increased
289
Reduced
310
Closed
88
Calls
$138M
Puts
$84.6M
Net Calls
+$53.4M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
601
SKBA Capital Management
California
$375K
GAM
602
Gotham Asset Management
New York
$372K +$391K +6,604 New
LS
603
Lupo Securities
Illinois
$368K -$19K -321 -5%
SM
604
Salzhauer Michael
$366K
LNWWM
605
Laird Norton Wetherby Wealth Management
California
$355K -$15K -254 -4%
IC
606
IKOS CIF
Cyprus
$355K +$367K +6,199 New
PBT
607
Pictet Bank & Trust
Bahamas
$350K -$3.53M -59,590 -91%
HF
608
Hoxton Financial
West Virginia
$343K +$11.3K +190 +3%
SWP
609
Stratos Wealth Partners
Ohio
$342K -$4.2K -71 -1%
JFGIW
610
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$340K -$4.26K -72 -1%
KCM
611
Karp Capital Management
California
$340K +$17.8K +300 +5%
BKBG
612
BHF Kleinwort Benson Group
Belgium
$337K -$17.2K -291 -5%
CPA
613
Court Place Advisors
Maryland
$335K +$59 +1 +0%
CRC
614
Curi RMB Capital
Illinois
$335K +$7.64K +129 +2%
FTC
615
Farmers Trust Company
Ohio
$327K +$342K +5,777 +44,438%
TNBTD
616
Trustmark National Bank Trust Department
Mississippi
$324K -$496K -8,371 -59%
IPC
617
Independent Portfolio Consultants
Florida
$306K +$12.2K +206 +4%
WC
618
Whitnell & Co
Illinois
$306K +$17.8K +301 +6%
MRCM
619
M&R Capital Management
New Jersey
$304K
SI
620
Stephens Inc
Arkansas
$304K +$122K +2,064 +62%
AAS
621
Annex Advisory Services
Wisconsin
$304K +$320K +5,399 New
FBFS
622
First Business Financial Services
Wisconsin
$303K +$21K +354 +7%
BFG
623
Beacon Financial Group
Texas
$302K -$195K -3,300 -38%
NGA
624
Naples Global Advisors
Florida
$301K -$62.9K -1,062 -17%
AGM
625
Alpine Global Management
New York
$299K -$334K -5,639 -51%

DFS Hedge Fund Activity: Q1 2015 in Review

778 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2015, worth a combined $20.9B — down 16% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of DFS and 81 opened new positions — a net loss of 7 holders — while 310 trimmed existing stakes and 289 added.

The largest buyer was Sculptor Capital, adding an estimated $257M. The largest seller was Artisan Partners, cutting an estimated $414M.

  • 778 institutional investors held Discover Financial Services (DFS) as of Q1 2015, down from 794 in Q4 2014.
  • Funds reported $20.9B of Discover Financial Services stock for Q1 2015, down 16% quarter-over-quarter.
  • 81 funds opened new Discover Financial Services positions in Q1 2015 and 88 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q1 2015 was Sculptor Capital, an estimated $257M added.
  • The largest Discover Financial Services seller in Q1 2015 was Artisan Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2015.