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DFS

Discover Financial Services

Delisted

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

778 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 310 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $138M | Put options by funds: $84.6M

0.37% less ownership

Funds ownership: 83.73%83.37% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 310

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 794778 (-16)

16% less capital invested

Capital invested by funds: $24.8B → $20.9B (-$3.88B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
778
Holders Change
-16
Holders Change %
-2.02%
% of All Funds
20.73%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.37%
New
81
Increased
289
Reduced
310
Closed
88
Calls
$138M
Puts
$84.6M
Net Calls
+$53.4M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FNBT
676
FineMark National Bank & Trust
Florida
$114K -$474 -8 -0.4%
GLI
677
Guardian Life Insurance
New York
$110K -$37.2K -628 -24%
BPBT
678
Boston Private Bank & Trust
Massachusetts
$108K
CLM
679
ClearBridge LLC (Maryland)
Maryland
$101K
CHP
680
Cable Hill Partners
Oregon
$98K -$2.78K -47 -3%
EWM
681
Evercore Wealth Management
New York
$94K -$3.14K -53 -3%
IC
682
Intersect Capital
California
$93K
PRS
683
Pinkerton Retirement Specialists
Idaho
$91K -$1.84M -31,000 -97%
GWM
684
Gupta Wealth Management
California
$91K +$95.3K +1,610 New
NFG
685
Next Financial Group
Texas
$89K -$314K -5,300 -77%
CCS
686
Crosspoint Capital Strategies
California
$89K +$93.3K +1,576 New
AIM
687
Assured Investment Management
New York
$87K +$90.9K +1,536 New
Manulife (Manufacturers Life Insurance)
688
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$85.2K +$16.3M +274,697 +22%
IWMPD
689
Integrated Wealth Management (Palm Desert)
California
$84K +$88.9K +1,502 New
BFEC
690
Benjamin F. Edwards & Company
Missouri
$80K +$78.5K +1,325 +1,325%
SAMC
691
Shinko Asset Management Company
Japan
$79K -$14K -237 -14%
PSI
692
Pinnacle Summer Investments
Virginia
$79K +$59 +1 +0.1%
RI
693
Redwood Investments
Massachusetts
$77K -$10.9M -184,857 -99%
SF
694
Synovus Financial
Georgia
$77K +$53.3K +900 +198%
SNT
695
Security National Trust
West Virginia
$75K
MIC
696
MU Investments Company
Japan
$74K
BRWM
697
B. Riley Wealth Management
Tennessee
$73K +$17.8K +300 +30%
NYLT
698
New York Life Trust
New York
$73K +$77K +1,300 New
ZB
699
Zions Bancorporation
Utah
$72K +$75.1K +1,269 New
BBPWM
700
Blue Bell Private Wealth Management
Pennsylvania
$70K

DFS Hedge Fund Activity: Q1 2015 in Review

778 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2015, worth a combined $20.9B — down 16% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of DFS and 81 opened new positions — a net loss of 7 holders — while 310 trimmed existing stakes and 289 added.

The largest buyer was Sculptor Capital, adding an estimated $257M. The largest seller was Artisan Partners, cutting an estimated $414M.

  • 778 institutional investors held Discover Financial Services (DFS) as of Q1 2015, down from 794 in Q4 2014.
  • Funds reported $20.9B of Discover Financial Services stock for Q1 2015, down 16% quarter-over-quarter.
  • 81 funds opened new Discover Financial Services positions in Q1 2015 and 88 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q1 2015 was Sculptor Capital, an estimated $257M added.
  • The largest Discover Financial Services seller in Q1 2015 was Artisan Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2015.