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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
BWA
776
BDO Wealth Advisors
Florida
$7K
FCMT
777
Founders Capital Management (Texas)
Texas
$7K
NWM
778
Northwest Wealth Management
Iowa
$7K
OIA
779
OneDigital Investment Advisors
Kansas
$7K
GI
780
Gradient Investments
Minnesota
$7K +$69 +1 +0.9%
WAM
781
Watermark Asset Management
California
$7K +$6.56K +95 +339%
CFA
782
Clarfeld Financial Advisors
New York
$7K +$8.56K +124 New
SGS
783
Sterling Global Strategies
California
$6.92K +$8.08K +117 New
1IA
784
1834 Investment Advisors
Wisconsin
$6K
SMFS
785
Squar Milner Financial Services
California
$6K
QCIG
786
Quad-Cities Investment Group
Iowa
$6K +$69 +1 +1%
CYG
787
Clean Yield Group
Vermont
$6K +$6.9K +100 New
MOS
788
MGO One Seven
Ohio
$6K +$8.01K +116 New
AIA
789
Arcadia Investment Advisors
Idaho
$5.66K -$138 -2 -2%
PCM
790
Prelude Capital Management
New York
$5K -$40.4K -585 -87%
CCM
791
Cribstone Capital Management
Maine
$5K -$27.6K -400 -82%
ARMC
792
American Research & Management Company
Massachusetts
$5K
EWM
793
Elmwood Wealth Management
California
$5K
NCM
794
New Capital Management
Texas
$5K
OAJ
795
Ogorek Anthony Joseph
New York
$5K
WCM
796
WealthBridge Capital Management
Ohio
$5K +$5.73K +83 New
CHC
797
City Holding Co
West Virginia
$4K
IP
798
Intellectus Partners
California
$4K
VRM
799
Vectors Research Management
New York
$4K
Capstone Investment Advisors
800
Capstone Investment Advisors
New York
$4K +$2.83K +41 +132%

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.