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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
GI
776
GS Investments
Minnesota
$11.5K +$10.3K +150 New
BFEC
777
Benjamin F. Edwards & Company
Missouri
$11K
PFSC
778
Peoples Financial Services Corp
Pennsylvania
$10K
WTC
779
WhitTier Trust Company
Nevada
$10K
FMII
780
Farmers & Merchants Investments Inc
Nebraska
$10K +$963 +14 +12%
BWA
781
BDO Wealth Advisors
Florida
$9K
FCMT
782
Founders Capital Management (Texas)
Texas
$9K
AIS
783
Accurate Investment Solutions
Pennsylvania
$8K
OWA
784
One Wealth Advisors
California
$8K +$6.74K +98 New
1IA
785
1834 Investment Advisors
Wisconsin
$8K +$6.88K +100 New
CAPTRUST Financial Advisors
786
CAPTRUST Financial Advisors
North Carolina
$8K +$7.43K +108 New
AIA
787
Arcadia Investment Advisors
Idaho
$7.69K +$6.88K +100 New
CG
788
Cutler Group
California
$7K -$347K -5,044 -98%
TG
789
TLP Group
Illinois
$7K -$1.38K -20 -18%
LA
790
Legacy Advisors
Pennsylvania
$7K
FGC
791
Financial Gravity Companies
Texas
$7K +$5.71K +83 New
MOS
792
MGO One Seven
Ohio
$7K +$6.6K +96 New
CTA
793
Carillon Tower Advisers
Florida
$6.23K +$5.57M +80,939 New
ARMC
794
American Research & Management Company
Massachusetts
$6K
FPB
795
First PREMIER Bank
South Dakota
$6K
IP
796
Intellectus Partners
California
$6K
NCM
797
New Capital Management
Texas
$6K
ST
798
Smithfield Trust
Pennsylvania
$6K
AWA
799
Acorn Wealth Advisors
Michigan
$6K +$5.09K +74 New
PCA
800
Providence Capital Advisors
North Carolina
$6K +$5.09K +74 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.