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DFS

Discover Financial Services

Delisted

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

834 hedge funds and large institutions have $19.7B invested in Discover Financial Services in 2019 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 259 increasing their positions, 348 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $100M | Put options by funds: $74.1M

19% more capital invested

Capital invested by funds: $16.6B → $19.7B (+$3.09B)

5% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 92

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

0.17% less ownership

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

0% less funds holding

Funds holding: 837834 (-3)

26% less repeat investments, than reductions

Existing positions increased: 259 | Existing positions reduced: 348

Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
18.05%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
97
Increased
259
Reduced
348
Closed
92
Calls
$100M
Puts
$74.1M
Net Calls
+$26.4M
Net Calls Change
+$48.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
751
Sound Income Strategies
Florida
$14K
CFN
752
Cordasco Financial Network
Florida
$14K +$10.3K +150 +313%
WPW
753
Winthrop Partners - WNY
New York
$13.7K
CIA
754
CSat Investment Advisory
Michigan
$13K -$1.09K -16 -8%
ONST
755
Old North State Trust
North Carolina
$13K
TFGT
756
TS Financial Group (TSFG)
Illinois
$13K +$12.6K +184 New
NIM
757
NuWave Investment Management
New Jersey
$13K +$12.7K +185 New
RA
758
Rational Advisors
New York
$13K +$12.7K +185 New
C
759
Cerebellum
California
$12K -$23.1K -337 -67%
PFGIA
760
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$1.44K -21 -11%
EWM
761
Executive Wealth Management
Michigan
$12K -$616 -9 -5%
BAM
762
Bruderman Asset Management
New York
$12K
ME
763
McIlrath & Eck
Washington
$12K
CFA
764
Carroll Financial Associates
North Carolina
$11K
CB
765
Community Bank
New York
$11K
LB
766
Legacy Bridge
Iowa
$11K
M
767
MOTCO
Texas
$11K
PO
768
Private Ocean
California
$11K
RBC
769
Roble Belko & Company
Pennsylvania
$11K
FMII
770
Farmers & Merchants Investments Inc
Nebraska
$11K +$479 +7 +5%
CFG
771
Citizens Financial Group
Rhode Island
$11K +$8.49K +124 +564%
PFSC
772
Peoples Financial Services Corp
Pennsylvania
$10K -$6.16K -90 -40%
ST
773
Smithfield Trust
Pennsylvania
$10K
KFS
774
Kelly Financial Services
Massachusetts
$9.46K +$9.11K +133 New
GI
775
GS Investments
Minnesota
$9.25K

DFS Hedge Fund Activity: Q1 2019 in Review

834 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2019, worth a combined $19.7B — up 19% from $16.6B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new DFS positions and 92 closed out — a net gain of 5 holders — while 259 added to existing stakes and 348 trimmed.

The largest buyer was BlackRock, adding an estimated $95.8M. The largest seller was Diamond Hill Capital Management, cutting an estimated $89.6M.

  • 834 institutional investors held Discover Financial Services (DFS) as of Q1 2019, down from 837 in Q4 2018.
  • Funds reported $19.7B of Discover Financial Services stock for Q1 2019, up 19% quarter-over-quarter.
  • 97 funds opened new Discover Financial Services positions in Q1 2019 and 92 closed out, a net change of +5 holders.
  • The largest Discover Financial Services buyer in Q1 2019 was BlackRock, an estimated $95.8M added.
  • The largest Discover Financial Services seller in Q1 2019 was Diamond Hill Capital Management, an estimated $89.6M sold.

Based on aggregated 13F filings for Q1 2019.