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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
701
West Oak Capital
California
$60K
DBT
702
Dubuque Bank & Trust
Iowa
$59K
MFW
703
Mosaic Family Wealth
Missouri
$54K -$667K -9,700 -93%
SSB
704
Sandy Spring Bank
Maryland
$54K -$14.9K -216 -24%
CAW
705
Cornerstone Advisors (Washington)
Washington
$54K
EWM
706
Endurance Wealth Management
Rhode Island
$54K
PCP
707
Proficio Capital Partners
Massachusetts
$54K +$1.03K +15 +2%
MFBTD
708
MB Financial Bank - Trust Department
Illinois
$54K +$17.2K +250 +54%
PSC
709
Prentiss Smith & Co
Vermont
$53K
HFP
710
Holistic Financial Partners
Indiana
$53K +$47.6K +692 New
OIA
711
OneDigital Investment Advisors
Kansas
$50K +$5.16K +75 +13%
JG
712
Jefferies Group
New York
$49K -$2.89M -41,945 -99%
GAM
713
Gemmer Asset Management
California
$49K
PA
714
Parallel Advisors
California
$49K +$688 +10 +2%
VCM
715
Versant Capital Management
Arizona
$49K +$6.05K +88 +16%
FHA
716
First Horizon Advisors
Tennessee
$49K +$14.3K +208 +49%
IBOK
717
Independence Bank of Kentucky
Kentucky
$48K +$43K +625 New
SIAS
718
Shine Investment Advisory Services
Colorado
$47K
FRA
719
Front Row Advisors
California
$47K +$42K +611 New
WTB
720
Washington Trust Bank
Washington
$46K -$17.2K -250 -29%
HR
721
Howe & Rusling
New York
$46K +$13.8K +201 +51%
PCTC
722
Perkins Coie Trust Company
Washington
$44K -$6.88K -100 -15%
IWP
723
Icon Wealth Partners
Texas
$44K +$39.1K +569 New
CAL
724
Capital Advisors Ltd
Ohio
$43K +$69 +1 +0.2%
TDC
725
Thompson Davis & Co
Virginia
$41K -$23.5K -342 -39%

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.