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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
APA
726
American Portfolios Advisors
New York
$48.8K -$6.82K -88 -12%
IBOK
727
Independence Bank of Kentucky
Kentucky
$48K
CBT
728
Capital Bank & Trust
California
$47K +$9.68K +125 +26%
NFG
729
Next Financial Group
Texas
$47K +$24.9K +321 +111%
ESB
730
Essex Savings Bank
Connecticut
$46K +$7.59K +98 +20%
VCM
731
Versant Capital Management
Arizona
$45K -$3.25K -42 -7%
EFSCE
732
Enterprise Financial Services Corp (EFSC)
Missouri
$45K
MPWT
733
MassMutual Private Wealth & Trust
Connecticut
$45K
PCTC
734
Perkins Coie Trust Company
Washington
$44K
CAL
735
Capital Advisors Ltd
Ohio
$44K +$77 +1 +0.2%
SIAS
736
Shine Investment Advisory Services
Colorado
$43K
VNA
737
Valley National Advisers
Pennsylvania
$42K
FPB
738
First PREMIER Bank
South Dakota
$41K
THWM
739
Taylor Hoffman Wealth Management
Virginia
$40K
AF
740
Arrow Financial
New York
$36K
DWM
741
Doyle Wealth Management
Florida
$35K +$34.5K +446 New
NCM
742
Next Capital Management
New York
$34K +$34.2K +442 New
TFO
743
Tarbox Family Office
California
$33K -$4.65K -60 -12%
SFA
744
Semmax Financial Advisors
North Carolina
$32K +$13.9K +180 +76%
BFC
745
Bedel Financial Consulting
Indiana
$31K
CB
746
CNB Bank
Pennsylvania
$31K
LWM
747
Lenox Wealth Management
Ohio
$31K
FHA
748
Flagship Harbor Advisors
Massachusetts
$31K +$7.51K +97 +31%
RIA
749
Realta Investment Advisors
Delaware
$29K +$2.71K +35 +11%
FPS
750
Fieldpoint Private Securities
Connecticut
$29K +$29K +374 New

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.