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DFS

Discover Financial Services

Delisted

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

834 hedge funds and large institutions have $19.7B invested in Discover Financial Services in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $100M | Put options by funds: $74.1M

19% more capital invested

Capital invested by funds: $16.6B → $19.7B (+$3.09B)

5% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 92

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.17% less ownership

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

0% less funds holding

Funds holding: 837834 (-3)

26% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 348

Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
18.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
97
Increased
259
Reduced
348
Closed
92
Calls
$100M
Puts
$74.1M
Net Calls
+$26.4M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
676
Interactive Financial Advisors
Illinois
$71K +$68.5K +1,000 New
DBT
677
Dubuque Bank & Trust
Iowa
$69K +$24K +350 +56%
GLI
678
Guardian Life Insurance
New York
$67K -$1.51K -22 -2%
DSI
679
Daiwa SB Investments
Japan
$66K -$5.48K -80 -8%
KIG
680
Kessler Investment Group
Indiana
$65K -$10.1K -148 -14%
OHS
681
Odey Holdings (Switzerland)
Switzerland
$64K
OWA
682
One Wealth Advisors
California
$61K +$59K +862 New
BBA
683
Braun-Bostich & Associates
Pennsylvania
$59K
WCM
684
Wealthcare Capital Management
Virginia
$58K
CAW
685
Cornerstone Advisors (Washington)
Washington
$58K +$7.33K +107 +15%
RWG
686
Regal Wealth Group
California
$56K
WOC
687
West Oak Capital
California
$56K
PCG
688
Private Capital Group
Connecticut
$55K -$69.4K -1,014 -57%
PCP
689
Proficio Capital Partners
Massachusetts
$53K +$3.22K +47 +7%
AF
690
Allworth Financial
California
$53K +$3.97K +58 +9%
PMFA
691
Plante Moran Financial Advisors
Michigan
$53K +$51.4K +751 New
BCA
692
Berman Capital Advisors
Georgia
$52K +$7.05K +103 +16%
APA
693
American Portfolios Advisors
New York
$51K -$305K -4,460 -86%
SSB
694
Sandy Spring Bank
Maryland
$50K
OIA
695
Optimum Investment Advisors
Illinois
$46K +$68 +1 +0.2%
FNB
696
Farmers National Bank
Kentucky
$45K +$43.4K +634 New
VCM
697
Versant Capital Management
Arizona
$44K -$890 -13 -2%
IBOK
698
Independence Bank of Kentucky
Kentucky
$44K
CFGS
699
Concourse Financial Group Securities
Alabama
$44K +$959 +14 +2%
EFSCE
700
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$3.83K +56 +11%

DFS Hedge Fund Activity: Q1 2019 in Review

834 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2019, worth a combined $19.7B — up 19% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 92 closed out — a net gain of 5 holders — while 259 added to existing stakes and 348 trimmed.

The largest buyer was BlackRock, adding an estimated $95.8M. The largest seller was Diamond Hill Capital Management, cutting an estimated $89.6M.

  • 834 institutional investors held Discover Financial Services (DFS) as of Q1 2019, down from 837 in Q4 2018.
  • Funds reported $19.7B of Discover Financial Services stock for Q1 2019, up 19% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q1 2019 and 92 closed out, a net change of +5 holders.
  • The largest Discover Financial Services buyer in Q1 2019 was BlackRock, an estimated $95.8M added.
  • The largest Discover Financial Services seller in Q1 2019 was Diamond Hill Capital Management, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2019.