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DFS

Discover Financial Services

Delisted

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

778 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 310 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $138M | Put options by funds: $84.6M

0.37% less ownership

Funds ownership: 83.73%83.37% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 310

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 794778 (-16)

16% less capital invested

Capital invested by funds: $24.8B → $20.9B (-$3.88B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
778
Holders Change
-16
Holders Change %
-2.02%
% of All Funds
20.73%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.37%
New
81
Increased
289
Reduced
310
Closed
88
Calls
$138M
Puts
$84.6M
Net Calls
+$53.4M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
701
Brown Brothers Harriman & Co
New York
$62K -$27.2K -460 -29%
Victory Capital Management
702
Victory Capital Management
Texas
$58K -$127K -2,138 -68%
WCM
703
Wealthcare Capital Management
Virginia
$58K +$61.3K +1,035 New
RA
704
Rational Advisors
New York
$56K -$64.3K -1,086 -52%
MCM
705
Manchester Capital Management
Vermont
$56K -$33.2K -560 -36%
BWFA
706
Baltimore-Washington Financial Advisors
Maryland
$56K
ST
707
Smithfield Trust
Pennsylvania
$55K -$178K -3,000 -75%
CAL
708
Capital Analysts LLC
Pennsylvania
$51.1K -$367K -6,199 -87%
RFA
709
Reilly Financial Advisors
California
$50K -$20.2K -342 -28%
AIM
710
Advantage Investment Management
Iowa
$49K -$160K -2,695 -75%
SSB
711
Sandy Spring Bank
Maryland
$49K -$20.1K -340 -28%
SC
712
Searle & Co
Connecticut
$48K
TDC
713
Thompson Davis & Co
Virginia
$44K -$108K -1,824 -70%
WOC
714
West Oak Capital
California
$44K
FHA
715
First Horizon Advisors
Tennessee
$41K -$5.27K -89 -11%
TCOV
716
Trust Company of Vermont
Vermont
$41K
WEC
717
Winslow Evans & Crocker
Massachusetts
$39.3K
EFSCE
718
Enterprise Financial Services Corp (EFSC)
Missouri
$39K
OIA
719
Optimum Investment Advisors
Illinois
$36K
GAM
720
Gemmer Asset Management
California
$35K
FNYS
721
First New York Securities
New York
$33.8K +$35.5K +600 New
ATC
722
Adirondack Trust Company
New York
$32K
CAL
723
Capital Advisors Ltd
Ohio
$31K +$59 +1 +0.2%
VNA
724
Valley National Advisers
Pennsylvania
$30K +$23.2K +392 +270%
TCM
725
Tradewinds Capital Management
Washington
$28K

DFS Hedge Fund Activity: Q1 2015 in Review

778 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2015, worth a combined $20.9B — down 16% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of DFS and 81 opened new positions — a net loss of 7 holders — while 310 trimmed existing stakes and 289 added.

The largest buyer was Sculptor Capital, adding an estimated $257M. The largest seller was Artisan Partners, cutting an estimated $414M.

  • 778 institutional investors held Discover Financial Services (DFS) as of Q1 2015, down from 794 in Q4 2014.
  • Funds reported $20.9B of Discover Financial Services stock for Q1 2015, down 16% quarter-over-quarter.
  • 81 funds opened new Discover Financial Services positions in Q1 2015 and 88 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q1 2015 was Sculptor Capital, an estimated $257M added.
  • The largest Discover Financial Services seller in Q1 2015 was Artisan Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2015.