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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
FBT
626
First Bankers Trust
Kentucky
$293K
CIC
627
Cutler Investment Counsel
Oregon
$292K
SPC
628
Sigma Planning Corp
Michigan
$291K +$14.8K +250 +5%
CC
629
Courier Capital
New York
$290K +$23.7K +400 +8%
SIG
630
Schooner Investment Group
Pennsylvania
$288K -$296K -5,000 -50%
FTIOP
631
Fiduciary Trust International of Pennsylvania
Pennsylvania
$280K -$192K -3,241 -39%
WTB
632
Washington Trust Bank
Washington
$276K -$54.8K -926 -16%
SEC
633
Seven Eight Capital
New York
$266K +$219K +3,700 +363%
BPCA
634
Bank Pictet & Cie (Asia)
Singapore
$260K -$5.77M -97,440 -95%
PMG
635
ProVise Management Group
Florida
$260K +$86.3K +1,458 +46%
CWM
636
Concert Wealth Management
California
$258K -$37.4K -631 -6%
BGIM
637
Boussard & Gavaudan Investment Management
United Kingdom
$258K +$271K +4,569 New
IFS
638
Ifrah Financial Services
Arkansas
$257K -$704K -11,895 -72%
1GA
639
1st Global Advisors
Texas
$249K +$26K +439 +11%
RBC
640
Ronald Blue & Co
Georgia
$248K -$2.84K -48 -1%
TCOO
641
Trust Company of Oklahoma
Oklahoma
$244K +$256K +4,329 New
IT
642
Independence Trust
Tennessee
$241K -$2.01K -34 -0.8%
IAS
643
IMA Advisory Services
Colorado
$241K +$14.8K +250 +6%
TBA
644
Train Babcock Advisors
New York
$239K -$51.8K -875 -17%
TCM
645
Texan Capital Management
Texas
$236K -$455K -7,680 -65%
BFC
646
Blue Fin Capital
Rhode Island
$230K +$4.74K +80 +2%
EWA
647
EP Wealth Advisors
California
$224K
GS
648
GAM Systematic
United Kingdom
$223K -$609K -10,282 -72%
ICAS
649
Investors Capital Advisory Services
Massachusetts
$220K -$3.91K -66 -2%
CWG
650
C WorldWide Group
Denmark
$220K

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.