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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
SL
601
Signition LP
New York
$276K +$247K +3,587 New
CBT
602
Capital Bank & Trust
California
$274K +$31K +450 +14%
NED
603
Nancy E. Dempze
$273K
GWS
604
Glassman Wealth Services
Virginia
$270K
IAM
605
Impax Asset Management
New Hampshire
$270K +$13K +189 +6%
SQA
606
Simon Quick Advisors
New Jersey
$266K +$46K +668 +25%
IWM
607
IHT Wealth Management
Illinois
$264K +$134K +1,947 +134%
GWM
608
Geneos Wealth Management
Colorado
$263K +$63.1K +917 +36%
SF
609
Synovus Financial
Georgia
$262K -$89.4K -1,299 -28%
FVCM
610
F&V Capital Management
Florida
$259K
IUHSA
611
Itau Unibanco Holding S.A.
Brazil
$259K +$23K +334 +11%
AWM
612
Aevitas Wealth Management
Massachusetts
$259K +$232K +3,366 New
CA
613
Cynosure Advisors
Utah
$257K +$229K +3,335 New
BA
614
Boston Advisors
Massachusetts
$256K
SC
615
SouthState Corp
Florida
$252K
CI
616
Chartist Inc
California
$250K -$8.81K -128 -4%
SFG
617
SevenBridge Financial Group
Pennsylvania
$247K
CAM
618
Close Asset Management
United Kingdom
$246K
Fuller & Thaler Asset Management
619
Fuller & Thaler Asset Management
California
$246K
MHS
620
M Holdings Securities
Oregon
$245K -$357K -5,183 -62%
SIM
621
SSI Investment Management
California
$245K -$1.1K -16 -0.5%
EWA
622
EP Wealth Advisors
California
$243K +$69 +1 +0%
HCM
623
Howard Capital Management
Georgia
$243K +$217K +3,156 New
DCM
624
Delpha Capital Management
New York
$243K +$218K +3,163 New
BBHC
625
Brown Brothers Harriman & Co
New York
$239K +$86.8K +1,261 +68%

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.