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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
626
Rockefeller Capital Management
New York
$253K -$20.6K -266 -8%
PWMAG
627
Pinnacle Wealth Management Advisory Group
New Jersey
$251K -$4.65K -60 -2%
TFA
628
Toth Financial Advisory
Virginia
$250K +$250K +3,225 New
HWA
629
HCR Wealth Advisors
California
$249K
GG
630
Gofen & Glossberg
Illinois
$247K
CGL
631
Clarius Group LLC
Washington
$245K +$245K +3,163 New
BP
632
Ballentine Partners
Massachusetts
$244K +$18.1K +234 +8%
LC
633
Lourd Capital
California
$243K -$232 -3 -0.1%
SC
634
SouthState Corp
Florida
$242K
PMG
635
ProVise Management Group
Florida
$241K -$23.2K -300 -9%
SFFS
636
Stonehage Fleming Financial Services
Jersey
$241K
FBT
637
First Bank & Trust
South Dakota
$236K +$16.7K +216 +8%
SCM
638
Shelton Capital Management
Colorado
$235K +$218K +2,819 +1,305%
BMO
639
Beck Mack & Oliver
New York
$233K
DCM
640
Driehaus Capital Management
Illinois
$233K +$232K +2,999 New
NJBEST
641
New Jersey Better Educational Savings Trust
New Jersey
$233K +$232K +3,000 New
DW
642
Domani Wealth
Pennsylvania
$230K
PCM
643
Penserra Capital Management
California
$229K +$117K +1,505 +103%
HSA
644
HBK Sorce Advisory
Pennsylvania
$226K -$9.45K -122 -4%
RGC
645
Roberts, Glore & Co
Illinois
$226K
HCMT
646
Highland Capital Management (Texas)
Texas
$225K
SCP
647
Syntal Capital Partners
Texas
$225K +$225K +2,905 New
HI
648
Horizon Investments
North Carolina
$223K +$223K +2,880 New
TNB
649
Thomasville National Bank
Georgia
$222K +$1.16K +15 +0.5%
AWM
650
Aevitas Wealth Management
Massachusetts
$220K -$10.9K -141 -5%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.