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DFS

Discover Financial Services

Delisted

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

778 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 310 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $138M | Put options by funds: $84.6M

0.37% less ownership

Funds ownership: 83.73%83.37% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 310

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 794778 (-16)

16% less capital invested

Capital invested by funds: $24.8B → $20.9B (-$3.88B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
778
Holders Change
-16
Holders Change %
-2.02%
% of All Funds
20.73%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.37%
New
81
Increased
289
Reduced
310
Closed
88
Calls
$138M
Puts
$84.6M
Net Calls
+$53.4M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FFC
726
First Financial Corp
Indiana
$28K +$23.7K +400 +488%
SAM
727
Shamrock Asset Management
Texas
$27K
CFG
728
CKW Financial Group
Hawaii
$26K
BWA
729
Burt Wealth Advisors
Maryland
$24K
MBT
730
Monroe Bank & Trust
Michigan
$22K +$14K +237 +155%
GWA
731
Genesis Wealth Advisors
Massachusetts
$21.4K
AP
732
Advisors Preferred
Maryland
$20.2K +$21.3K +359 New
KT
733
Kanaly Trust
Texas
$19K +$7.76K +131 +64%
M
734
MOTCO
Texas
$18K
IMS
735
Index Management Solutions
Pennsylvania
$16K -$42.6K -719 -71%
GI
736
Gradient Investments
Minnesota
$16K +$13.9K +234 +557%
WA
737
WealthTrust-Arizona
Arizona
$15K
FANJ
738
Financial Architects (New Jersey)
New Jersey
$14K -$8.94K -151 -38%
PIM
739
Parasol Investment Management
Illinois
$14K
TFO
740
Tarbox Family Office
California
$14K
S
741
SignatureFD
Georgia
$13K -$30.7K -518 -69%
TWA
742
TCI Wealth Advisors
Arizona
$13K
OSAM
743
O'Shaughnessy Asset Management
Connecticut
$13K +$13.4K +226 New
MWAN
744
Mariner Wealth Advisors (NYC)
Kansas
$10K +$10.5K +177 New
ANBT
745
American National Bank & Trust
Texas
$9K
OC
746
Oakworth Capital
Alabama
$9K
SMG
747
Spectrum Management Group
Indiana
$9K
FCCM
748
First City Capital Management
Georgia
$8.56K
PO
749
Private Ocean
California
$8K -$20.7K -350 -70%
DBT
750
Dubuque Bank & Trust
Iowa
$8K

DFS Hedge Fund Activity: Q1 2015 in Review

778 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2015, worth a combined $20.9B — down 16% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of DFS and 81 opened new positions — a net loss of 7 holders — while 310 trimmed existing stakes and 289 added.

The largest buyer was Sculptor Capital, adding an estimated $257M. The largest seller was Artisan Partners, cutting an estimated $414M.

  • 778 institutional investors held Discover Financial Services (DFS) as of Q1 2015, down from 794 in Q4 2014.
  • Funds reported $20.9B of Discover Financial Services stock for Q1 2015, down 16% quarter-over-quarter.
  • 81 funds opened new Discover Financial Services positions in Q1 2015 and 88 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q1 2015 was Sculptor Capital, an estimated $257M added.
  • The largest Discover Financial Services seller in Q1 2015 was Artisan Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2015.