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DFS

Discover Financial Services

Delisted

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

857 hedge funds and large institutions have $20.8B invested in Discover Financial Services in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 287 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

1% more funds holding

Funds holding: 851857 (+6)

1.86% less ownership

Funds ownership: 87.25%85.39% (-1.9%)

6% less capital invested

Capital invested by funds: $22.2B → $20.8B (-$1.33B)

10% less repeat investments, than reductions

Existing positions increased: 287 | Existing positions reduced: 319

11% less call options, than puts

Call options by funds: $111M | Put options by funds: $124M

21% less funds holding in top 10

Funds holding in top 10: 1411 (-3)

Holders
857
Holders Change
+6
Holders Change %
+0.71%
% of All Funds
19.62%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.25%
New
76
Increased
287
Reduced
319
Closed
64
Calls
$111M
Puts
$124M
Net Calls
-$13.4M
Net Calls Change
+$9.64M
Name Holding Trade Value Shares
Change
Change in
Stake
RWG
701
Regal Wealth Group
California
$55K
WOC
702
West Oak Capital
California
$54.9K
PVH
703
Psagot Value Holdings
Israel
$54K
BBHC
704
Brown Brothers Harriman & Co
New York
$54K +$36.7K +500 +189%
KIG
705
Kessler Investment Group
Indiana
$52K +$54.1K +738 New
PA
706
Parallel Advisors
California
$51K +$6.97K +95 +15%
MFBTD
707
MB Financial Bank - Trust Department
Illinois
$50K
PCP
708
Proficio Capital Partners
Massachusetts
$50K +$660 +9 +1%
CAW
709
Cornerstone Advisors (Washington)
Washington
$50K +$807 +11 +2%
PSC
710
Prentiss Smith & Co
Vermont
$48K
LFA
711
Legacy Financial Advisors
Kentucky
$47K -$127K -1,731 -72%
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$45.7K +$1.54K +21 +3%
FNB
713
Farmers National Bank
Kentucky
$45K
GAM
714
Gemmer Asset Management
California
$45K
OIA
715
Optimum Investment Advisors
Illinois
$45K
VCM
716
Versant Capital Management
Arizona
$45K
DBT
717
Dubuque Bank & Trust
Iowa
$44K -$10.6K -144 -19%
IBOK
718
Independence Bank of Kentucky
Kentucky
$44K
SIAS
719
Shine Investment Advisory Services
Colorado
$43K
SQA
720
Simon Quick Advisors
New Jersey
$42K -$151K -2,056 -77%
PHK
721
Point72 Hong Kong
Hong Kong
$42K +$44.1K +601 New
PCTC
722
Perkins Coie Trust Company
Washington
$40K
JCM
723
Jacobi Capital Management
Pennsylvania
$40K +$18.3K +249 +79%
CAL
724
Capital Advisors Ltd
Ohio
$39K +$73 +1 +0.2%
HR
725
Howe & Rusling
New York
$39K +$440 +6 +1%

DFS Hedge Fund Activity: Q2 2018 in Review

857 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2018, worth a combined $20.8B — down 6% from $22.2B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new DFS positions and 64 closed out — a net gain of 12 holders — while 287 added to existing stakes and 319 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $88.6M. The largest seller was Fidelity Investments, cutting an estimated $229M.

  • 857 institutional investors held Discover Financial Services (DFS) as of Q2 2018, up from 851 in Q1 2018.
  • Funds reported $20.8B of Discover Financial Services stock for Q2 2018, down 6% quarter-over-quarter.
  • 76 funds opened new Discover Financial Services positions in Q2 2018 and 64 closed out, a net change of +12 holders.
  • The largest Discover Financial Services buyer in Q2 2018 was Arrowstreet Capital, an estimated $88.6M added.
  • The largest Discover Financial Services seller in Q2 2018 was Fidelity Investments, an estimated $229M sold.

Based on aggregated 13F filings for Q2 2018.