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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
TDC
726
Thompson Davis & Co
Virginia
$38K +$147 +2 +0.4%
TG
727
TLP Group
Illinois
$38K +$38.5K +525 +5,833%
CDIA
728
Capital Directions Investment Advisors
Georgia
$38K +$39.6K +540 New
FHA
729
Flagship Harbor Advisors
Massachusetts
$37K +$38.9K +531 New
EFSCE
730
Enterprise Financial Services Corp (EFSC)
Missouri
$35K -$4.25K -58 -10%
IWP
731
Icon Wealth Partners
Texas
$34K +$35.3K +481 New
AF
732
Arrow Financial
New York
$33K
FHA
733
First Horizon Advisors
Tennessee
$33K +$8.51K +116 +30%
RWP
734
RWA Wealth Partners
Massachusetts
$32K +$18.4K +251 +122%
OHS
735
Odey Holdings (Switzerland)
Switzerland
$32K +$33K +450 New
VNA
736
Valley National Advisers
Pennsylvania
$31K -$1.61K -22 -5%
ATC
737
Adirondack Trust Company
New York
$31K
TAIM
738
TD Ameritrade Investment Management
Nebraska
$30K +$31.6K +431 New
CB
739
CNB Bank
Pennsylvania
$28K
MFW
740
Mosaic Family Wealth
Missouri
$28K
AF
741
Allworth Financial
California
$28K +$16.7K +228 +139%
MSE
742
MUFG Securities EMEA
United Kingdom
$28K +$28.7K +391 New
BL
743
Balentine LLC
Georgia
$28K +$29.1K +397 New
MBT
744
Monroe Bank & Trust
Michigan
$27K
TFO
745
Tarbox Family Office
California
$27K
CWA
746
Clarus Wealth Advisors
Arizona
$27K +$27.4K +374 New
FFC
747
First Financial Corp
Indiana
$26K -$5.13K -70 -16%
LWM
748
Lenox Wealth Management
Ohio
$26K +$1.03K +14 +4%
WF
749
WealthTrust Fairport
Ohio
$26K +$16.3K +222 +148%
BFC
750
Bedel Financial Consulting
Indiana
$25K -$2.79K -38 -10%

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.