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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
Verition Fund Management
601
Verition Fund Management
Connecticut
$236K +$227K +3,317 New
BAMF
602
BI Asset Management Fondsmaeglerselskab
Denmark
$235K -$445K -6,500 -66%
NSIM
603
North Star Investment Management
Illinois
$235K -$2.05K -30 -0.9%
PWMAG
604
Pinnacle Wealth Management Advisory Group
New Jersey
$234K +$225K +3,290 New
HH
605
Hilltop Holdings
Texas
$233K +$224K +3,278 New
MC
606
Moors & Cabot
Massachusetts
$231K +$223K +3,251 New
SFG
607
SevenBridge Financial Group
Pennsylvania
$229K
WAM
608
Wealthspire Advisors (Maryland)
Maryland
$229K +$16.2K +236 +8%
HWA
609
HCR Wealth Advisors
California
$229K +$220K +3,214 New
GG
610
Gofen & Glossberg
Illinois
$227K +$218K +3,185 New
LC
611
Lourd Capital
California
$223K -$50K -730 -19%
MHS
612
M Holdings Securities
Oregon
$223K +$215K +3,136 New
SC
613
SouthState Corp
Florida
$222K +$213K +3,114 New
SICM
614
Sustainable Insight Capital Management
New York
$220K +$212K +3,098 New
CI
615
Chartist Inc
California
$218K +$209K +3,058 New
HSA
616
HBK Sorce Advisory
Pennsylvania
$216K +$208K +3,033 New
BMO
617
Beck Mack & Oliver
New York
$213K +$205K +3,000 New
AWM
618
Aevitas Wealth Management
Massachusetts
$211K -$4.72K -69 -2%
DW
619
Domani Wealth
Pennsylvania
$211K +$203K +2,960 New
S
620
SignatureFD
Georgia
$209K +$23.3K +340 +13%
BP
621
Ballentine Partners
Massachusetts
$207K +$199K +2,909 New
RGC
622
Roberts, Glore & Co
Illinois
$207K +$199K +2,910 New
HCMT
623
Highland Capital Management (Texas)
Texas
$206K +$199K +2,900 New
TNB
624
Thomasville National Bank
Georgia
$203K +$195K +2,852 New
FBT
625
First Bank & Trust
South Dakota
$201K +$26.4K +386 +16%

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.