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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
FL
626
Fort LP
Maryland
$111K +$130K +1,876 New
JA
627
JOYN Advisors
Georgia
$110K -$46.7K -677 -27%
AP
628
Atwood & Palmer
Missouri
$109K -$273K -3,950 -68%
CAPTRUST Financial Advisors
629
CAPTRUST Financial Advisors
North Carolina
$109K +$79.1K +1,146 +163%
PCG
630
Private Capital Group
Connecticut
$106K -$9.73K -141 -7%
OFS
631
Orrstown Financial Services
Pennsylvania
$105K
JCM
632
Jacobi Capital Management
Pennsylvania
$105K +$84K +1,217 +214%
IWA
633
Intercontinental Wealth Advisors
Texas
$102K +$119K +1,722 New
CAM
634
Cresset Asset Management
Illinois
$102K +$120K +1,736 New
KA
635
Kintegral Advisory
New York
$101K +$118K +1,713 New
CG
636
Cutler Group
California
$100K +$88K +1,275 +299%
VFA
637
Valeo Financial Advisors
Indiana
$96K -$759 -11 -0.7%
OC
638
Oakworth Capital
Alabama
$95K
OAM
639
Oppenheimer Asset Management
New York
$91K +$106K +1,537 New
CA
640
Claro Advisors
Massachusetts
$89K +$80.4K +1,164 New
LGWM
641
Litman Gregory Wealth Management
California
$88K
PAI
642
Pittenger & Anderson Inc
Nebraska
$88K
PWMG
643
Prestige Wealth Management Group
New Jersey
$88K +$103K +1,496 New
TCOV
644
Trust Company of Vermont
Vermont
$85K -$9.04K -131 -8%
BWA
645
Burt Wealth Advisors
Maryland
$85K +$41.4K +600 +71%
LFA
646
Legacy Financial Advisors
Kentucky
$84K +$52.5K +760 +113%
OFW
647
Omnia Family Wealth
Florida
$77K +$276 +4 +0.3%
WB
648
Webster Bank
Connecticut
$77K +$3.45K +50 +4%
ER
649
Enlightenment Research
Florida
$77K +$89.7K +1,300 New
SWA
650
Sutton Wealth Advisors
Florida
$76.9K

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.