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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OFW
676
Omnia Family Wealth
Florida
$100K +$206 +3 +0.2%
WB
677
Webster Bank
Connecticut
$96K
GWA
678
Guidant Wealth Advisors
Illinois
$96K +$86K +1,250 New
GFP
679
Gryphon Financial Partners
Ohio
$94K +$83.9K +1,219 New
SNT
680
Security National Trust
West Virginia
$93K -$2.75K -40 -3%
GLI
681
Guardian Life Insurance
New York
$93K +$24.8K +361 +43%
GRP
682
Global Retirement Partners
California
$92K +$1.86K +27 +2%
TCOV
683
Trust Company of Vermont
Vermont
$91K -$4.47K -65 -5%
CA
684
Calton & Associates
Florida
$88K +$77.1K +1,121 New
Acadian Asset Management
685
Acadian Asset Management
Massachusetts
$86K -$9.49K -138 -11%
GT
686
Greenleaf Trust
Michigan
$86K +$4.2K +61 +6%
FANJ
687
Financial Architects (New Jersey)
New Jersey
$85K
TF
688
Tompkins Financial
New York
$81K -$31.3K -455 -30%
LCM
689
Liberty Capital Management
Michigan
$81K
AIM
690
Arcadia Investment Management
Michigan
$76K
WCM
691
Wealthcare Capital Management
Virginia
$71K
SP
692
SWS Partners
Ohio
$71K +$63.6K +925 New
AFNAS
693
American Financial Network Advisory Services
California
$69K
BWA
694
Burt Wealth Advisors
Maryland
$65K +$27.5K +400 +90%
GP
695
GLG Partners
United Kingdom
$65K +$58.2K +846 New
THWM
696
Taylor Hoffman Wealth Management
Virginia
$64K +$57.4K +834 New
LC
697
Landaas & Company
Wisconsin
$62K -$34.4K -500 -38%
SLF
698
Sun Life Financial
Ontario, Canada
$61K -$133K -1,928 -71%
JFA
699
JNBA Financial Advisors
Minnesota
$61K
RWG
700
Regal Wealth Group
California
$60K

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.