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DFS

Discover Financial Services

Delisted

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

857 hedge funds and large institutions have $20.8B invested in Discover Financial Services in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 287 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

1% more funds holding

Funds holding: 851857 (+6)

1.86% less ownership

Funds ownership: 87.25%85.39% (-1.9%)

6% less capital invested

Capital invested by funds: $22.2B → $20.8B (-$1.33B)

10% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 319

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $124M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
857
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.62%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
76
Increased
287
Reduced
319
Closed
64
Calls
$111M
Puts
$124M
Net Calls
-$13.4M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
LNC
626
Lincoln National Corp
Pennsylvania
$227K -$18.2K -248 -7%
SFG
627
SevenBridge Financial Group
Pennsylvania
$226K
MHS
628
M Holdings Securities
Oregon
$226K +$880 +12 +0.4%
Rockefeller Capital Management
629
Rockefeller Capital Management
New York
$223K -$3.08M -41,969 -93%
EWA
630
EP Wealth Advisors
California
$223K -$1.25K -17 -0.5%
DC
631
Davenport & Co
Virginia
$223K +$6.82K +93 +3%
FC
632
Financial Consulate
Maryland
$222K +$10.9K +149 +5%
CAM
633
Close Asset Management
United Kingdom
$220K
SC
634
SouthState Corp
Florida
$219K
WCM
635
Weatherstone Capital Management
Colorado
$218K -$11.7K -160 -5%
FMLI
636
Fukoku Mutual Life Insurance
Japan
$218K
CI
637
Chartist Inc
California
$217K -$6.24K -85 -3%
FFA
638
Fragasso Financial Advisors
Pennsylvania
$215K -$109K -1,490 -33%
BOTW
639
Bank of the West
California
$215K -$67.5K -920 -23%
SCM
640
Shelton Capital Management
Colorado
$214K
BMO
641
Beck Mack & Oliver
New York
$211K
IUHSA
642
Itau Unibanco Holding S.A.
Brazil
$210K -$381K -5,190 -64%
MNG
643
Manning & Napier Group
New York
$209K +$219K +2,981 New
RGC
644
Roberts, Glore & Co
Illinois
$205K
BP
645
Ballentine Partners
Massachusetts
$201K -$1.32K -18 -0.6%
BAMF
646
BI Asset Management Fondsmaeglerselskab
Denmark
$197K +$205K +2,800 New
FBT
647
First Bank & Trust
South Dakota
$194K -$2.49K -34 -1%
JA
648
JOYN Advisors
Georgia
$186K -$168K -2,288 -46%
FIB
649
First Interstate Bank
Montana
$162K
FWM
650
Focused Wealth Management
New York
$162K

DFS Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2018, worth a combined $20.8B — down 6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFS positions and 64 closed out — a net gain of 12 holders — while 287 added to existing stakes and 319 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $88.6M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 857 institutional investors held Discover Financial Services (DFS) as of Q2 2018, up from 851 in Q1 2018.
  • Funds reported $20.8B of Discover Financial Services stock for Q2 2018, down 6% quarter-over-quarter.
  • 76 funds opened new Discover Financial Services positions in Q2 2018 and 64 closed out, a net change of +12 holders.
  • The largest Discover Financial Services buyer in Q2 2018 was Arrowstreet Capital, an estimated $88.6M added.
  • The largest Discover Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2018.