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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
676
Valeo Financial Advisors
Indiana
$127K
CAPTRUST Financial Advisors
677
CAPTRUST Financial Advisors
North Carolina
$124K -$11.6K -150 -9%
LGWM
678
Litman Gregory Wealth Management
California
$116K
PAI
679
Pittenger & Anderson Inc
Nebraska
$116K
BWA
680
Burt Wealth Advisors
Maryland
$112K
CFB
681
Cullen/Frost Bankers
Texas
$109K +$87.9K +1,135 +420%
AIC
682
Archer Investment Corporation
Indiana
$106K +$63.7K +822 +149%
GWA
683
Guidant Wealth Advisors
Illinois
$105K +$7.74K +100 +8%
BBHC
684
Brown Brothers Harriman & Co
New York
$104K +$20.8K +269 +25%
SWA
685
Sutton Wealth Advisors
Florida
$104K +$1.24K +16 +1%
IWA
686
Intercontinental Wealth Advisors
Texas
$102K -$76.5K -988 -43%
OC
687
Oakworth Capital
Alabama
$102K -$23.2K -300 -19%
PWMG
688
Prestige Wealth Management Group
New Jersey
$102K -$1.7K -22 -2%
TCOV
689
Trust Company of Vermont
Vermont
$100K
WB
690
Webster Bank
Connecticut
$97K
CIAS
691
Capital Investment Advisory Services
North Carolina
$96K +$7.82K +101 +10%
MUS
692
Mitsubishi UFJ Securities
Japan
$93K +$92.9K +1,200 New
GRP
693
Global Retirement Partners
California
$91K -$7.36K -95 -7%
PA
694
Parallel Advisors
California
$91K +$4.65K +60 +5%
W
695
WealthStone
Ohio
$87.2K +$87K +1,124 New
Acadian Asset Management
696
Acadian Asset Management
Massachusetts
$86K -$1.37M -17,751 -94%
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
$84K -$32.2K -416 -28%
TF
698
Tompkins Financial
New York
$82K -$78K -1,007 -49%
SNT
699
Security National Trust
West Virginia
$81K -$8.13K -105 -9%
OFS
700
Orrstown Financial Services
Pennsylvania
$81K -$7.74K -100 -9%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.