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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
KA
626
Kovack Advisors
Florida
$238K -$35.4K -515 -14%
FMLI
627
Fukoku Mutual Life Insurance
Japan
$238K
DC
628
Davenport & Co
Virginia
$238K +$213K +3,091 New
JFGLC
629
Johnson Financial Group LLC (Colorado)
Colorado
$237K +$212K +3,075 New
PAA
630
Peregrine Asset Advisers
Oregon
$234K +$209K +3,045 New
SCM
631
Shelton Capital Management
Colorado
$233K +$209K +3,035 New
VCM
632
Vigilant Capital Management
Maine
$231K
FC
633
Financial Consulate
Maryland
$231K +$206K +2,997 New
BMO
634
Beck Mack & Oliver
New York
$231K +$206K +3,000 New
WCM
635
Weatherstone Capital Management
Colorado
$229K +$205K +2,983 New
LNC
636
Lincoln National Corp
Pennsylvania
$228K +$204K +2,966 New
RG
637
Renaissance Group
Kentucky
$228K +$204K +2,968 New
SC
638
SRB Corp
Massachusetts
$224K -$8.88K -129 -4%
GG
639
Gofen & Glossberg
Illinois
$224K +$200K +2,909 New
RGC
640
Roberts, Glore & Co
Illinois
$224K +$200K +2,910 New
BP
641
Ballentine Partners
Massachusetts
$221K +$197K +2,870 New
FNBT
642
FineMark National Bank & Trust
Florida
$220K +$196K +2,854 New
IWA
643
Intercontinental Wealth Advisors
Texas
$217K -$20.6K -299 -10%
SFSIG
644
San Francisco Sentry Investment Group
California
$217K +$3.85K +56 +2%
NDSI
645
Newman Dignan & Sheerar Inc
Rhode Island
$217K +$194K +2,827 New
HAIM
646
Hunter Associates Investment Management
Pennsylvania
$215K +$193K +2,800 New
FBT
647
First Bank & Trust
South Dakota
$214K -$17.5K -254 -8%
EIC
648
Equity Investment Corp
Georgia
$205K +$184K +2,670 New
Treasurer of the State of North Carolina
649
Treasurer of the State of North Carolina
North Carolina
$204K +$182K +2,649 New
AIA
650
Arbor Investment Advisors
North Carolina
$203K +$181K +2,638 New

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.