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DFS

Discover Financial Services

Delisted

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

801 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 355 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $153M | Put options by funds: $135M

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

0.57% more ownership

Funds ownership: 84.28%84.85% (+0.57%)

0% less funds holding

Funds holding: 802801 (-1)

7% less capital invested

Capital invested by funds: $23.9B → $22.3B (-$1.64B)

31% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 355

48% less funds holding in top 10

Funds holding in top 10: 2714 (-13)

Holders
801
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.94%
Holding in Top 10
14
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-48.15%
% of All Funds
0.35%
New
83
Increased
244
Reduced
355
Closed
74
Calls
$153M
Puts
$135M
Net Calls
+$17.5M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
676
Evercore Wealth Management
New York
$107K +$1.47K +21 +1%
LGWM
677
Litman Gregory Wealth Management
California
$103K
PAI
678
Pittenger & Anderson Inc
Nebraska
$103K
GLI
679
Guardian Life Insurance
New York
$102K -$1.54K -22 -1%
NSIM
680
North Star Investment Management
Illinois
$98K +$7.58K +108 +8%
OFW
681
Omnia Family Wealth
Florida
$91K +$281 +4 +0.3%
SWA
682
Sutton Wealth Advisors
Florida
$89K
NAMA
683
Nikko Asset Management Americas
New York
$89K
GRP
684
Global Retirement Partners
California
$86K -$73.2K -1,042 -45%
SNT
685
Security National Trust
West Virginia
$86K -$5.33K -76 -6%
WB
686
Webster Bank
Connecticut
$85K
Twin Tree Management
687
Twin Tree Management
Texas
$82K -$1.88M -26,814 -96%
TCOV
688
Trust Company of Vermont
Vermont
$80K +$2.95K +42 +4%
SSB
689
Sandy Spring Bank
Maryland
$79K
Acadian Asset Management
690
Acadian Asset Management
Massachusetts
$76K
RIM
691
Rampart Investment Management
Connecticut
$75K +$76.7K +1,092 New
WOC
692
West Oak Capital
California
$73.3K +$20.5K +292 +37%
OHS
693
Odey Holdings (Switzerland)
Switzerland
$72K -$15.3K -218 -17%
TF
694
Tompkins Financial
New York
$72K -$5.41K -77 -7%
AIM
695
Arcadia Investment Management
Michigan
$68K
CHP
696
Cable Hill Partners
Oregon
$68K
CLOS
697
Compagnie Lombard Odier SCmA
Switzerland
$68K +$69.5K +990 New
IWM
698
IHT Wealth Management
Illinois
$64K -$11.7K -166 -15%
Carson Wealth (CWM LLC)
699
Carson Wealth (CWM LLC)
Nebraska
$63K -$955K -13,601 -94%
DBT
700
Dubuque Bank & Trust
Iowa
$63K -$13.3K -189 -17%

DFS Hedge Fund Activity: Q1 2017 in Review

801 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2017, worth a combined $22.3B — down 6.9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFS positions and 74 closed out — a net gain of 9 holders — while 244 added to existing stakes and 355 trimmed.

The largest buyer was BlackRock, adding an estimated $2.09B. The largest seller was State Street, cutting an estimated $215M.

  • 801 institutional investors held Discover Financial Services (DFS) as of Q1 2017, down from 802 in Q4 2016.
  • Funds reported $22.3B of Discover Financial Services stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 83 funds opened new Discover Financial Services positions in Q1 2017 and 74 closed out, a net change of +9 holders.
  • The largest Discover Financial Services buyer in Q1 2017 was BlackRock, an estimated $2.09B added.
  • The largest Discover Financial Services seller in Q1 2017 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2017.