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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
PCM
651
Penserra Capital Management
California
$104K +$100K +1,462 New
BWA
652
Burt Wealth Advisors
Maryland
$103K
AIC
653
Ameritas Investment Company
Nebraska
$100K +$96.5K +1,410 New
PWMG
654
Prestige Wealth Management Group
New Jersey
$95K -$10.7K -156 -10%
SWA
655
Sutton Wealth Advisors
Florida
$94K +$1.16K +17 +1%
OFW
656
Omnia Family Wealth
Florida
$94K +$274 +4 +0.3%
MFW
657
Mosaic Family Wealth
Missouri
$94K +$18.2K +266 +25%
IA
658
IFP Advisors
Florida
$93K -$64.8K -947 -42%
TCOV
659
Trust Company of Vermont
Vermont
$91K -$9.93K -145 -10%
GRP
660
Global Retirement Partners
California
$90K -$1.57K -23 -2%
LFA
661
Legacy Financial Advisors
Kentucky
$89K -$11.9K -174 -12%
WB
662
Webster Bank
Connecticut
$89K -$3.42K -50 -4%
GWA
663
Guidant Wealth Advisors
Illinois
$89K
CHP
664
Cable Hill Partners
Oregon
$83K
SNT
665
Security National Trust
West Virginia
$82K
OFS
666
Orrstown Financial Services
Pennsylvania
$81K -$44.2K -645 -36%
PA
667
Parallel Advisors
California
$79K +$24.9K +363 +49%
PHK
668
Point72 Hong Kong
Hong Kong
$77K -$262K -3,820 -78%
ATC
669
Adirondack Trust Company
New York
$77K
ACA
670
Atlas Capital Advisors
Wyoming
$76.4K -$13.4K -196 -15%
BBHC
671
Brown Brothers Harriman & Co
New York
$76K +$73.6K +1,075 New
FCA
672
FinTrust Capital Advisors
South Carolina
$75K +$4.52K +66 +7%
CIAS
673
Capital Investment Advisory Services
North Carolina
$75K +$6.78K +99 +10%
GSWM
674
Golden State Wealth Management
California
$73K +$70.5K +1,030 New
GT
675
Glenmede Trust
Pennsylvania
$71.9K +$22.3M +325,606 +48%

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.