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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TC
751
Trust Company
Kansas
$20K +$18.2K +265 New
SPI
752
Santori & Peters Inc
Pennsylvania
$20K +$19.4K +282 New
TFO
753
Tarbox Family Office
California
$19K
PFBT
754
Parkside Financial Bank & Trust
Missouri
$18K +$894 +13 +6%
WPA
755
West Paces Advisors
Georgia
$17.5K -$5.43K -79 -26%
JCM
756
Jacobi Capital Management
Pennsylvania
$17K +$69 +1 +0.5%
WAP
757
Wealthcare Advisory Partners
Pennsylvania
$17K +$2.13K +31 +16%
AC
758
Avestar Capital
New York
$17K +$15.7K +228 New
TWA
759
TCI Wealth Advisors
Arizona
$16K -$206 -3 -1%
EARNEST Partners
760
EARNEST Partners
Georgia
$16K +$14K +204 New
TFS
761
TrustCore Financial Services
Tennessee
$16K +$14.3K +208 New
LNB
762
Ledyard National Bank
$15K +$1.86K +27 +16%
SIS
763
Sound Income Strategies
Florida
$15K +$13.6K +198 New
AF
764
Advisornet Financial
Minnesota
$15K +$13.8K +200 New
WWM
765
Willingdon Wealth Management
North Carolina
$15K +$13.8K +200 New
FFG
766
Ford Financial Group
California
$14K +$12.9K +187 New
HT
767
Heritage Trust
Oklahoma
$13K -$2.89K -42 -20%
AF
768
Allworth Financial
California
$13K +$6.6K +96 +141%
MGIA
769
Moneta Group Investment Advisors
Missouri
$13K +$12K +175 New
CFA
770
Carroll Financial Associates
North Carolina
$12K
PO
771
Private Ocean
California
$12K
RBC
772
Roble Belko & Company
Pennsylvania
$12K
PG
773
Patten Group
Tennessee
$12K +$3.65K +53 +55%
JWA
774
JFS Wealth Advisors
Pennsylvania
$12K +$10.7K +156 New
CB
775
Community Bank
New York
$12K +$10.9K +159 New

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.