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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
FMLI
626
Fukoku Mutual Life Insurance
Japan
$185K
TIS
627
Tortoise Index Solutions
Kansas
$179K +$172K +2,516 New
FWM
628
Focused Wealth Management
New York
$164K
IWA
629
Intercontinental Wealth Advisors
Texas
$164K +$40.2K +587 +34%
FIB
630
First Interstate Bank
Montana
$161K
LC
631
Lindbrook Capital
California
$151K +$2.4K +35 +2%
WT
632
Whittier Trust
California
$147K -$21.9K -320 -13%
APW
633
Acima Private Wealth
Virginia
$147K
TF
634
Tompkins Financial
New York
$147K
RCC
635
Red Cedar Capital
Nebraska
$142K
CCM
636
Covington Capital Management
California
$141K -$24K -350 -15%
JCM
637
Jacobi Capital Management
Pennsylvania
$139K +$11.4K +167 +9%
AP
638
Atwood & Palmer
Missouri
$132K
CAPTRUST Financial Advisors
639
CAPTRUST Financial Advisors
North Carolina
$124K -$6.92K -101 -5%
PCM
640
Prelude Capital Management
New York
$124K +$114K +1,661 +1,931%
FNBOSM
641
First National Bank of South Miami
Florida
$120K
CAM
642
Cresset Asset Management
Illinois
$118K -$5.27K -77 -4%
VFA
643
Valeo Financial Advisors
Indiana
$117K +$137 +2 +0.1%
ASN
644
Advisory Services Network
Georgia
$114K -$21.4K -312 -16%
OC
645
Oakworth Capital
Alabama
$114K
IUHSA
646
Itau Unibanco Holding S.A.
Brazil
$113K
LGWM
647
Litman Gregory Wealth Management
California
$107K
PAI
648
Pittenger & Anderson Inc
Nebraska
$107K
Capstone Investment Advisors
649
Capstone Investment Advisors
New York
$107K +$98K +1,431 +1,988%
OAM
650
Oppenheimer Asset Management
New York
$104K -$4.93K -72 -5%

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.