We are live on ! Find out more
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
OFW
676
Omnia Family Wealth
Florida
$92K +$220 +3 +0.2%
SWA
677
Sutton Wealth Advisors
Florida
$91.8K
GWA
678
Guidant Wealth Advisors
Illinois
$89K
WB
679
Webster Bank
Connecticut
$88K -$3.67K -50 -4%
Qube Research & Technologies (QRT)
680
Qube Research & Technologies (QRT)
United Kingdom
$87K +$90.4K +1,233 New
VIA
681
Vantage Investment Advisors
Pennsylvania
$84K -$12.3K -168 -12%
GFP
682
Gryphon Financial Partners
Ohio
$84K +$293 +4 +0.3%
CPA
683
Clear Perspective Advisors
Illinois
$81K
CLOS
684
Compagnie Lombard Odier SCmA
Switzerland
$81K +$84.8K +1,156 New
Lazard Asset Management
685
Lazard Asset Management
New York
$80K
Acadian Asset Management
686
Acadian Asset Management
Massachusetts
$78K -$177K -2,410 -68%
AIM
687
Advantage Investment Management
Iowa
$77K -$818K -11,152 -91%
DSI
688
Daiwa SB Investments
Japan
$72K +$7.33K +100 +11%
AIM
689
Arcadia Investment Management
Michigan
$69K
RWA
690
River Wealth Advisors
Pennsylvania
$69K +$71.4K +973 New
GLI
691
Guardian Life Insurance
New York
$68K +$9.46K +129 +15%
SLF
692
Sun Life Financial
Ontario, Canada
$67K +$61K +831 +716%
WCM
693
Wealthcare Capital Management
Virginia
$65K
CF
694
Centaurus Financial
California
$63K +$65.1K +888 New
KA
695
Kaizen Advisory
Illinois
$61K +$38.4K +524 +152%
BWA
696
Burt Wealth Advisors
Maryland
$59K
THWM
697
Taylor Hoffman Wealth Management
Virginia
$59K
BBA
698
Braun-Bostich & Associates
Pennsylvania
$58K
LC
699
Landaas & Company
Wisconsin
$57K +$59.1K +806 New
JFA
700
JNBA Financial Advisors
Minnesota
$56K

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.