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DFS

Discover Financial Services

Delisted

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

851 hedge funds and large institutions have $21.1B invested in Discover Financial Services in 2019 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 264 increasing their positions, 350 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 57

44% more call options, than puts

Call options by funds: $133M | Put options by funds: $92.2M

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

7% more capital invested

Capital invested by funds: $19.7B → $21.1B (+$1.44B)

2% more funds holding

Funds holding: 834851 (+17)

0.65% less ownership

Funds ownership: 85.23%84.57% (-0.65%)

25% less repeat investments, than reductions

Existing positions increased: 264 | Existing positions reduced: 350

Holders
851
Holders Change
+17
Holders Change %
+2.04%
% of All Funds
18.48%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.22%
New
85
Increased
264
Reduced
350
Closed
57
Calls
$133M
Puts
$92.2M
Net Calls
+$40.9M
Net Calls Change
+$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
751
Weaver Consulting Group
California
$27K
VEA
752
Virtus ETF Advisers
New York
$27K +$26.6K +344 New
BWM
753
Baystate Wealth Management
Massachusetts
$26K +$387 +5 +2%
IF
754
Ironwood Financial
Arizona
$25K
AA
755
AlphaMark Advisors
Kentucky
$24K
SSB
756
Sandy Spring Bank
Maryland
$23K -$31.1K -401 -57%
FCB
757
First Command Bank
Texas
$23K
FCFS
758
First Command Financial Services
Texas
$23K
NL
759
NVWM LLC
Pennsylvania
$22K
SBL
760
Sargent Bickham Lagudis
Colorado
$22K
SAM
761
Shamrock Asset Management
Texas
$22K
M
762
MOTCO
Texas
$22K +$9.45K +122 +78%
SLF
763
Sun Life Financial
Ontario, Canada
$21K -$22.7K -293 -53%
WAP
764
Wealthcare Advisory Partners
Pennsylvania
$21K +$77 +1 +0.4%
RFWA
765
RPg Family Wealth Advisory
Massachusetts
$20.5K
FFC
766
First Financial Corp
Indiana
$20K
TFS
767
TrustCore Financial Services
Tennessee
$20K
PFBT
768
Parkside Financial Bank & Trust
Missouri
$20K +$2.4K +31 +14%
WEC
769
Winslow Evans & Crocker
Massachusetts
$18K -$3.87K -50 -19%
RFM
770
Royal Fund Management
Florida
$18K
WPA
771
West Paces Advisors
Georgia
$17.6K
AIM
772
Advantage Investment Management
Iowa
$16K -$13.9K -180 -47%
EARNEST Partners
773
EARNEST Partners
Georgia
$16K
TWA
774
TCI Wealth Advisors
Arizona
$16K
GAM
775
Gemmer Asset Management
California
$15K -$15.5K -200 -51%

DFS Hedge Fund Activity: Q2 2019 in Review

851 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q2 2019, worth a combined $21.1B — up 7.3% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new DFS positions and 57 closed out — a net gain of 28 holders — while 264 added to existing stakes and 350 trimmed.

The largest buyer was Nuveen, adding an estimated $185M. The largest seller was Boston Partners, cutting an estimated $275M.

  • 851 institutional investors held Discover Financial Services (DFS) as of Q2 2019, up from 834 in Q1 2019.
  • Funds reported $21.1B of Discover Financial Services stock for Q2 2019, up 7.3% quarter-over-quarter.
  • 85 funds opened new Discover Financial Services positions in Q2 2019 and 57 closed out, a net change of +28 holders.
  • The largest Discover Financial Services buyer in Q2 2019 was Nuveen, an estimated $185M added.
  • The largest Discover Financial Services seller in Q2 2019 was Boston Partners, an estimated $275M sold.

Based on aggregated 13F filings for Q2 2019.