We are live on ! Find out more
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
WPW
776
Winthrop Partners - WNY
New York
$13.2K
FAM
777
Fred Alger Management
New York
$13K -$746K -10,169 -98%
AAP
778
Arax Advisory Partners
Colorado
$13K +$11.7K +159 +589%
TAM
779
Trust Asset Management
Texas
$13K +$13.9K +190 New
GBBWRPM
780
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$12K
CFA
781
Carroll Financial Associates
North Carolina
$11K
CB
782
Community Bank
New York
$11K
IFAM
783
Institutional & Family Asset Management
Colorado
$11K
KC
784
KHP Capital
Oklahoma
$11K
PG
785
Patten Group
Tennessee
$11K
PO
786
Private Ocean
California
$11K
RBC
787
Roble Belko & Company
Pennsylvania
$11K
Carson Wealth (CWM LLC)
788
Carson Wealth (CWM LLC)
Nebraska
$11K +$7.04K +96 +163%
BFEC
789
Benjamin F. Edwards & Company
Missouri
$10K
PFSC
790
Peoples Financial Services Corp
Pennsylvania
$10K
ST
791
Smithfield Trust
Pennsylvania
$10K
AA
792
Apriem Advisors
California
$10K +$9.97K +136 New
GI
793
GS Investments
Minnesota
$9.15K
BWA
794
BDO Wealth Advisors
Florida
$9K
DWA
795
Divergent Wealth Advisors
Utah
$9K
FMII
796
Farmers & Merchants Investments Inc
Nebraska
$9K
WTC
797
WhitTier Trust Company
Nevada
$9K
TL
798
TrueWealth LLC
Georgia
$9K +$6.24K +85 +236%
NIM
799
NuWave Investment Management
New Jersey
$8K -$45.8K -625 -83%
FCMT
800
Founders Capital Management (Texas)
Texas
$8K

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.