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DFS

Discover Financial Services

Delisted

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

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 85.23%85.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
676
West Oak Capital
California
$46K
RWG
677
Regal Wealth Group
California
$46K
PA
678
Parallel Advisors
California
$43K +$690 +10 +1%
SSB
679
Sandy Spring Bank
Maryland
$42K -$39.5K -572 -45%
CAW
680
Cornerstone Advisors (Washington)
Washington
$42K -$4.76K -69 -9%
PCP
681
Proficio Capital Partners
Massachusetts
$41K -$967 -14 -2%
GT
682
Glenmede Trust
Pennsylvania
$40.4K -$107K -1,554 -0.2%
AF
683
Allworth Financial
California
$40K +$20.7K +300 +79%
GAM
684
Gemmer Asset Management
California
$38K
OIA
685
Optimum Investment Advisors
Illinois
$38K +$69 +1 +0.2%
DBT
686
Dubuque Bank & Trust
Iowa
$37K
IBOK
687
Independence Bank of Kentucky
Kentucky
$37K
VCM
688
Versant Capital Management
Arizona
$37K
BCA
689
Berman Capital Advisors
Georgia
$37K +$43.9K +636 New
RMC
690
Resources Management Corp
Connecticut
$36K
CFGS
691
Concourse Financial Group Securities
Alabama
$35K +$28.2K +408 +204%
MPWT
692
MassMutual Private Wealth & Trust
Connecticut
$34.4K
PCTC
693
Perkins Coie Trust Company
Washington
$33K
SIAS
694
Shine Investment Advisory Services
Colorado
$33K
CAL
695
Capital Advisors Ltd
Ohio
$33K +$69 +1 +0.2%
FPB
696
First PREMIER Bank
South Dakota
$32K
VNA
697
Valley National Advisers
Pennsylvania
$32K +$7.39K +107 +24%
PB
698
Pinnacle Bancorp
Nebraska
$32K +$37.2K +539 New
AIC
699
Archer Investment Corporation
Indiana
$32K +$38K +550 New
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$31K -$552 -8 -2%

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.