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DFS

Discover Financial Services

Delisted

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

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

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

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
601
North Star Investment Management
Illinois
$197K
RIM
602
Rampart Investment Management
Connecticut
$196K -$1.34M -19,465 -85%
SFG
603
SevenBridge Financial Group
Pennsylvania
$190K
HPC
604
HM Payson & Co
Maine
$187K -$9.92M -143,705 -98%
AWM
605
Aevitas Wealth Management
Massachusetts
$179K -$24.4K -354 -10%
WAM
606
Wealthspire Advisors (Maryland)
Maryland
$176K +$43.1K +624 +26%
SDIC
607
South Dakota Investment Council
South Dakota
$168K -$52.1K -754 -21%
AAMU
608
Amundi Asset Management US
Massachusetts
$163K -$7.87M -114,037 -4%
AWM
609
Avior Wealth Management
Nebraska
$158K
S
610
SignatureFD
Georgia
$154K +$43.4K +628 +32%
FMLI
611
Fukoku Mutual Life Insurance
Japan
$153K
FBT
612
First Bank & Trust
South Dakota
$144K -$19.7K -285 -10%
WT
613
Whittier Trust
California
$140K +$22.1K +320 +16%
CCM
614
Covington Capital Management
California
$137K +$24.2K +350 +18%
FWM
615
Focused Wealth Management
New York
$136K
FIB
616
First Interstate Bank
Montana
$133K
IA
617
IFP Advisors
Florida
$132K -$12.8K -186 -8%
LC
618
Lindbrook Capital
California
$123K +$145K +2,098 New
TF
619
Tompkins Financial
New York
$122K -$44K -638 -24%
APW
620
Acima Private Wealth
Virginia
$122K +$143K +2,072 New
RCC
621
Red Cedar Capital
Nebraska
$118K
VCM
622
Vigilant Capital Management
Maine
$118K
FNBOSM
623
First National Bank of South Miami
Florida
$114K +$116K +1,680 New
ASN
624
Advisory Services Network
Georgia
$113K
IUHSA
625
Itau Unibanco Holding S.A.
Brazil
$113K +$24.8K +359 +23%

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.