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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
ME
751
McIlrath & Eck
Washington
$24K
VEA
752
Virtus ETF Advisers
New York
$24K
CAPTRUST Financial Advisors
753
CAPTRUST Financial Advisors
North Carolina
$22K
M
754
MOTCO
Texas
$22K
AA
755
AlphaMark Advisors
Kentucky
$21K +$73 +1 +0.3%
NL
756
NVWM LLC
Pennsylvania
$20K
SAM
757
Shamrock Asset Management
Texas
$20K
WEC
758
Winslow Evans & Crocker
Massachusetts
$20K
BWM
759
Baystate Wealth Management
Massachusetts
$19K -$7.33K -100 -28%
ACS
760
Archford Capital Strategies
Illinois
$19K
WAP
761
Wealthcare Advisory Partners
Pennsylvania
$19K +$73 +1 +0.4%
SBL
762
Sargent Bickham Lagudis
Colorado
$19K +$587 +8 +3%
PFBT
763
Parkside Financial Bank & Trust
Missouri
$18K +$1.1K +15 +6%
CFD
764
Creative Financial Designs
Indiana
$18K +$17.2K +235 +940%
LNB
765
Ledyard National Bank
$17K
LYV
766
Live Your Vision
Pennsylvania
$17K +$14.7K +200 +500%
AF
767
Advisornet Financial
Minnesota
$16K +$1.54K +21 +11%
WPA
768
West Paces Advisors
Georgia
$16K
WA
769
WealthTrust-Arizona
Arizona
$15K -$3.37K -46 -18%
FC
770
Ferris Capital
Massachusetts
$15K
TFS
771
TrustCore Financial Services
Tennessee
$15K
TWA
772
TCI Wealth Advisors
Arizona
$15K +$220 +3 +1%
AC
773
Avestar Capital
New York
$15K +$293 +4 +2%
EARNEST Partners
774
EARNEST Partners
Georgia
$14K
SIS
775
Sound Income Strategies
Florida
$14K +$147 +2 +1%

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.