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DFS

Discover Financial Services

Delisted

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

801 hedge funds and large institutions have $22.3B invested in Discover Financial Services in 2017 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 355 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more call options, than puts

Call options by funds: $153M | Put options by funds: $135M

12% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 74

0.57% more ownership

Funds ownership: 84.28%84.85% (+0.57%)

0% less funds holding

Funds holding: 802801 (-1)

7% less capital invested

Capital invested by funds: $23.9B → $22.3B (-$1.64B)

31% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 355

48% less funds holding in top 10

Funds holding in top 10: 2714 (-13)

Holders
801
Holders Change
-1
Holders Change %
-0.12%
% of All Funds
19.94%
Holding in Top 10
14
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-48.15%
% of All Funds
0.35%
New
83
Increased
244
Reduced
355
Closed
74
Calls
$153M
Puts
$135M
Net Calls
+$17.5M
Net Calls Change
-$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TDC
701
Thompson Davis & Co
Virginia
$63K -$2.32K -33 -3%
WCM
702
Wealthcare Capital Management
Virginia
$63K
CAL
703
Capital Analysts LLC
Pennsylvania
$61.3K -$5.13K -73 -8%
AIM
704
Acrospire Investment Management
Illinois
$55K -$7.02K -100 -11%
JFA
705
JNBA Financial Advisors
Minnesota
$54K
RWG
706
Regal Wealth Group
California
$54K
MUS
707
Mitsubishi UFJ Securities
Japan
$53K +$19.7K +280 +56%
MFBTD
708
MB Financial Bank - Trust Department
Illinois
$49K +$4.98K +71 +11%
CAW
709
Cornerstone Advisors (Washington)
Washington
$48K -$842 -12 -2%
EWM
710
Endurance Wealth Management
Rhode Island
$48K
PCTC
711
Perkins Coie Trust Company
Washington
$46K
WEC
712
Winslow Evans & Crocker
Massachusetts
$45K
Nomura Holdings
713
Nomura Holdings
Japan
$44K -$3.7M -52,671 -99%
GAM
714
Gemmer Asset Management
California
$44K
HR
715
Howe & Rusling
New York
$42K +$14.2K +202 +49%
SEC
716
Seven Eight Capital
New York
$42K +$43.5K +619 New
SA
717
SpiderRock Advisors
Delaware
$41K
FHA
718
First Horizon Advisors
Tennessee
$40K -$32.2K -458 -42%
EFSCE
719
Enterprise Financial Services Corp (EFSC)
Missouri
$40K
VNA
720
Valley National Advisers
Pennsylvania
$40K
LWM
721
Lenox Wealth Management
Ohio
$38K -$49.3K -702 -56%
VCM
722
Versant Capital Management
Arizona
$38K
CAL
723
Capital Advisors Ltd
Ohio
$38K +$70 +1 +0.2%
PB
724
Pinnacle Bancorp
Nebraska
$38K +$38.9K +554 New
PA
725
Parallel Advisors
California
$37K +$3.09K +44 +8%

DFS Hedge Fund Activity: Q1 2017 in Review

801 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2017, worth a combined $22.3B — down 6.9% from $23.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new DFS positions and 74 closed out — a net gain of 9 holders — while 244 added to existing stakes and 355 trimmed.

The largest buyer was BlackRock, adding an estimated $2.09B. The largest seller was State Street, cutting an estimated $215M.

  • 801 institutional investors held Discover Financial Services (DFS) as of Q1 2017, down from 802 in Q4 2016.
  • Funds reported $22.3B of Discover Financial Services stock for Q1 2017, down 6.9% quarter-over-quarter.
  • 83 funds opened new Discover Financial Services positions in Q1 2017 and 74 closed out, a net change of +9 holders.
  • The largest Discover Financial Services buyer in Q1 2017 was BlackRock, an estimated $2.09B added.
  • The largest Discover Financial Services seller in Q1 2017 was State Street, an estimated $215M sold.

Based on aggregated 13F filings for Q1 2017.