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DFS

Discover Financial Services

Delisted

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

837 hedge funds and large institutions have $16.6B invested in Discover Financial Services in 2018 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 251 increasing their positions, 349 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 85.23%85.4% (+0.17%)

7% less first-time investments, than exits

New positions opened: 93 | Existing positions closed: 100

2% less funds holding

Funds holding: 852837 (-15)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less call options, than puts

Call options by funds: $83.3M | Put options by funds: $106M

26% less capital invested

Capital invested by funds: $22.3B → $16.6B (-$5.71B)

28% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 349

Holders
837
Holders Change
-15
Holders Change %
-1.76%
% of All Funds
18.65%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.18%
New
93
Increased
251
Reduced
349
Closed
100
Calls
$83.3M
Puts
$106M
Net Calls
-$22.3M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
751
1832 Asset Management
Ontario, Canada
$13K +$15.5K +225 New
EARNEST Partners
752
EARNEST Partners
Georgia
$12K
SIS
753
Sound Income Strategies
Florida
$12K
CIA
754
CSat Investment Advisory
Michigan
$12K +$6.7K +97 +97%
PRC
755
Pearl River Capital
Michigan
$12K +$13.8K +200 New
WPW
756
Winthrop Partners - WNY
New York
$11K
PFGIA
757
Patriot Financial Group Insurance Agency
Massachusetts
$11K -$2K -29 -14%
FC
758
Ferris Capital
Massachusetts
$11K -$1.1K -16 -8%
FAM
759
Fred Alger Management
New York
$11K
ONST
760
Old North State Trust
North Carolina
$11K
CFA
761
Carroll Financial Associates
North Carolina
$10K
ME
762
McIlrath & Eck
Washington
$10K
BAM
763
Bruderman Asset Management
New York
$10K +$11.6K +168 New
EWM
764
Executive Wealth Management
Michigan
$10K +$11.9K +173 New
M
765
MOTCO
Texas
$9K -$3.45K -50 -24%
CB
766
Community Bank
New York
$9K
IFAM
767
Institutional & Family Asset Management
Colorado
$9K
PO
768
Private Ocean
California
$9K
RBC
769
Roble Belko & Company
Pennsylvania
$9K
LB
770
Legacy Bridge
Iowa
$9K +$10.4K +150 New
WANY
771
Wealthspire Advisors (New York)
New York
$9K +$10.6K +153 New
FMII
772
Farmers & Merchants Investments Inc
Nebraska
$8K -$5.25K -76 -35%
SFSIG
773
San Francisco Sentry Investment Group
California
$8K -$621 -9 -7%
ST
774
Smithfield Trust
Pennsylvania
$8K
GI
775
GS Investments
Minnesota
$7.67K

DFS Hedge Fund Activity: Q4 2018 in Review

837 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2018, worth a combined $16.6B — down 26% from $22.3B a quarter earlier.

Sellers outnumbered buyers: 100 funds closed out of DFS and 93 opened new positions — a net loss of 7 holders — while 349 trimmed existing stakes and 251 added.

The largest buyer was Capital World Investors, adding an estimated $201M. The largest seller was Arrowstreet Capital, cutting an estimated $93.2M.

  • 837 institutional investors held Discover Financial Services (DFS) as of Q4 2018, down from 852 in Q3 2018.
  • Funds reported $16.6B of Discover Financial Services stock for Q4 2018, down 26% quarter-over-quarter.
  • 93 funds opened new Discover Financial Services positions in Q4 2018 and 100 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q4 2018 was Capital World Investors, an estimated $201M added.
  • The largest Discover Financial Services seller in Q4 2018 was Arrowstreet Capital, an estimated $93.2M sold.

Based on aggregated 13F filings for Q4 2018.