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DFS

Discover Financial Services

Delisted

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

834 hedge funds and large institutions have $19.7B invested in Discover Financial Services in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $100M | Put options by funds: $74.1M

19% more capital invested

Capital invested by funds: $16.6B → $19.7B (+$3.09B)

5% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 92

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.17% less ownership

Funds ownership: 85.4%85.23% (-0.17%)

0% less funds holding

Funds holding: 837834 (-3)

26% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 348

Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
18.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
97
Increased
259
Reduced
348
Closed
92
Calls
$100M
Puts
$74.1M
Net Calls
+$26.4M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
701
MassMutual Private Wealth & Trust
Connecticut
$41.5K
SLF
702
Sun Life Financial
Ontario, Canada
$40K -$26.6K -389 -41%
CAL
703
Capital Advisors Ltd
Ohio
$40K
PCTC
704
Perkins Coie Trust Company
Washington
$40K
AIC
705
Archer Investment Corporation
Indiana
$39K
SIAS
706
Shine Investment Advisory Services
Colorado
$39K
VNA
707
Valley National Advisers
Pennsylvania
$39K
FPB
708
First PREMIER Bank
South Dakota
$38K
THWM
709
Taylor Hoffman Wealth Management
Virginia
$36K -$22.2K -324 -39%
ESB
710
Essex Savings Bank
Connecticut
$36K +$13.7K +200 +67%
MFBTD
711
MB Financial Bank - Trust Department
Illinois
$35K +$1.78K +26 +6%
CBT
712
Capital Bank & Trust
California
$34K
TFO
713
Tarbox Family Office
California
$34K
AF
714
Advisornet Financial
Minnesota
$34K +$17.8K +260 +118%
AF
715
Arrow Financial
New York
$33K -$2.6K -38 -8%
BEI
716
Benjamin Edwards Inc
Missouri
$33K +$31.8K +464 New
IAS
717
IMA Advisory Services
Colorado
$32K +$28.8K +420 +1,448%
LWM
718
Lenox Wealth Management
Ohio
$29K -$1.16K -17 -4%
GAM
719
Gemmer Asset Management
California
$28K -$16.8K -246 -39%
BFC
720
Bedel Financial Consulting
Indiana
$28K
CB
721
CNB Bank
Pennsylvania
$28K
WCG
722
Weaver Consulting Group
California
$28K +$24.2K +354 New
AIM
723
Advantage Investment Management
Iowa
$27K +$3.01K +44 +13%
IWP
724
Icon Wealth Partners
Texas
$26K +$24.6K +360 New
BWM
725
Baystate Wealth Management
Massachusetts
$25K +$4.18K +61 +23%

DFS Hedge Fund Activity: Q1 2019 in Review

834 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2019, worth a combined $19.7B — up 19% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 92 closed out — a net gain of 5 holders — while 259 added to existing stakes and 348 trimmed.

The largest buyer was BlackRock, adding an estimated $95.8M. The largest seller was Diamond Hill Capital Management, cutting an estimated $89.6M.

  • 834 institutional investors held Discover Financial Services (DFS) as of Q1 2019, down from 837 in Q4 2018.
  • Funds reported $19.7B of Discover Financial Services stock for Q1 2019, up 19% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q1 2019 and 92 closed out, a net change of +5 holders.
  • The largest Discover Financial Services buyer in Q1 2019 was BlackRock, an estimated $95.8M added.
  • The largest Discover Financial Services seller in Q1 2019 was Diamond Hill Capital Management, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2019.