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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
EWM
651
Edge Wealth Management
New York
$155K +$162K +2,204 New
WAM
652
Wealthspire Advisors (Maryland)
Maryland
$154K -$2.05K -28 -1%
PCG
653
Private Capital Group
Connecticut
$150K +$10K +137 +7%
WT
654
Whittier Trust
California
$145K
ASN
655
Advisory Services Network
Georgia
$144K -$189K -2,579 -56%
S
656
SignatureFD
Georgia
$144K +$3.59K +49 +2%
CBT
657
Capital Bank & Trust
California
$143K
MIFH
658
Migdal Insurance & Financial Holdings
Israel
$143K +$147K +2,002 +8,342%
RCC
659
Red Cedar Capital
Nebraska
$141K
VCM
660
Vigilant Capital Management
Maine
$141K
CCM
661
Covington Capital Management
California
$139K
NIMI
662
Natixis Investment Managers International
France
$133K -$347K -4,733 -71%
OFS
663
Orrstown Financial Services
Pennsylvania
$126K -$5.5K -75 -4%
SNT
664
Security National Trust
West Virginia
$122K -$2.93K -40 -2%
SSB
665
Sandy Spring Bank
Maryland
$119K +$79.9K +1,089 +182%
OC
666
Oakworth Capital
Alabama
$113K
CPIG
667
Chicago Partners Investment Group
Illinois
$112K +$147 +2 +0.1%
EIP
668
Epoch Investment Partners
New York
$110K -$79.4M -1,082,865 -41%
VFA
669
Valeo Financial Advisors
Indiana
$108K
LGWM
670
Litman Gregory Wealth Management
California
$106K
PAI
671
Pittenger & Anderson Inc
Nebraska
$106K
CG
672
Cutler Group
California
$105K +$110K +1,500 New
TCOV
673
Trust Company of Vermont
Vermont
$99K +$20.8K +284 +25%
CHP
674
Cable Hill Partners
Oregon
$95K +$3.37K +46 +4%
GRP
675
Global Retirement Partners
California
$92K

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.