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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
FMII
751
Farmers & Merchants Investments Inc
Nebraska
$8K
HRIA
752
Haberer Registered Investment Advisor
Ohio
$8K
PFSC
753
Peoples Financial Services Corp
Pennsylvania
$8K
AF
754
Arrow Financial
New York
$8K +$8.29K +140 New
BAM
755
Barrett Asset Management
New York
$7K
LWM
756
LBA Wealth Management
Florida
$7K
MA
757
MCF Advisors
Kentucky
$7K
WTC
758
WhitTier Trust Company
Nevada
$7K
PFPT
759
Pinnacle Financial Partners (Tennessee)
Tennessee
$6K -$6.51K -110 -50%
AC
760
Alexandria Capital
Virginia
$6K
SIA
761
Stancorp Investment Advisers
Oregon
$6K
AW
762
Alpha Windward
Massachusetts
$5K
CFA
763
Carroll Financial Associates
North Carolina
$5K
ARMC
764
American Research & Management Company
Massachusetts
$4K
JIC
765
Joel Isaacson & Co
New York
$4K
AF
766
Allworth Financial
California
$4K +$4.03K +68 New
RCG
767
Ruggie Capital Group
Florida
$4K +$4.32K +73 New
CAW
768
Cornerstone Advisors (Washington)
Washington
$3K -$2.01K -34 -38%
FAM
769
Fortaleza Asset Management
Illinois
$3K
HCM
770
Highlander Capital Management
New Jersey
$3K
ACS
771
Archford Capital Strategies
Illinois
$2.37K
FAM
772
Formidable Asset Management
Ohio
$2K
PMFA
773
Plante Moran Financial Advisors
Michigan
$2K
RIA
774
Regal Investment Advisors
Michigan
$2K +$474 +8 +27%
UB
775
UMB Bank
Missouri
$1.43K +$5.92K +100 +0.4%

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.