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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FCA
701
FinTrust Capital Advisors
South Carolina
$80K -$2.4K -31 -3%
GSWM
702
Golden State Wealth Management
California
$79K
IFA
703
Interactive Financial Advisors
Illinois
$78K
GT
704
Glenmede Trust
Pennsylvania
$76.8K -$1.51M -19,449 -2%
GLI
705
Guardian Life Insurance
New York
$74K
ATC
706
Adirondack Trust Company
New York
$73K
ACA
707
Atlas Capital Advisors
Wyoming
$72.9K -$10.3K -133 -12%
KIG
708
Kessler Investment Group
Indiana
$72K +$1.78K +23 +3%
CAW
709
Cornerstone Advisors (Washington)
Washington
$72K +$8.67K +112 +14%
OAM
710
Oppenheimer Asset Management
New York
$68K -$45.8K -592 -40%
O
711
Ossiam
France
$67K +$66.5K +859 New
BBA
712
Braun-Bostich & Associates
Pennsylvania
$64K
RWG
713
Regal Wealth Group
California
$61K
WOC
714
West Oak Capital
California
$61K
BCA
715
Berman Capital Advisors
Georgia
$59K +$2.09K +27 +4%
AP
716
Atwood & Palmer
Missouri
$58K -$85.2K -1,100 -59%
PMFA
717
Plante Moran Financial Advisors
Michigan
$58K
CG
718
Cutler Group
California
$58K +$58.5K +755 New
PCP
719
Proficio Capital Partners
Massachusetts
$57K -$542 -7 -0.9%
AF
720
Allworth Financial
California
$57K
CIA
721
CSat Investment Advisory
Michigan
$53K +$39.5K +510 +282%
ST
722
Smithfield Trust
Pennsylvania
$53K +$41.8K +540 +386%
OIA
723
Optimum Investment Advisors
Illinois
$50K +$77 +1 +0.2%
CFGS
724
Concourse Financial Group Securities
Alabama
$49K
FNB
725
Farmers National Bank
Kentucky
$49K

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.