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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
WTC
776
WhitTier Trust Company
Nevada
$9K -$18.9K -276 -68%
BWA
777
BDO Wealth Advisors
Florida
$9K
GWMIA
778
Global Wealth Management Investment Advisory
Florida
$9K +$6.85K +100 +417%
AWM
779
Arbor Wealth Management
Florida
$9K +$9.11K +133 New
FC
780
Ferris Capital
Massachusetts
$8K -$5.27K -77 -40%
SFSIG
781
San Francisco Sentry Investment Group
California
$8K -$616 -9 -7%
FCMT
782
Founders Capital Management (Texas)
Texas
$8K
NWM
783
Northwest Wealth Management
Iowa
$8K
OIA
784
OneDigital Investment Advisors
Kansas
$8K
QCIG
785
Quad-Cities Investment Group
Iowa
$8K
PB
786
Pinnacle Bancorp
Nebraska
$7K -$30.1K -440 -82%
FAM
787
Fred Alger Management
New York
$7K -$5.96K -87 -49%
IFAM
788
Institutional & Family Asset Management
Colorado
$7K -$3.22K -47 -31%
1IA
789
1834 Investment Advisors
Wisconsin
$7K
WCM
790
WealthBridge Capital Management
Ohio
$7K
SIM
791
Sonora Investment Management
Arizona
$7K +$5.2K +76 +422%
LA
792
Legacy Advisors
Pennsylvania
$7K +$6.64K +97 New
AIA
793
Arcadia Investment Advisors
Idaho
$6.83K
AIA
794
Alera Investment Advisors
Illinois
$6K -$17.1K -250 -74%
ARMC
795
American Research & Management Company
Massachusetts
$6K
AC
796
Avestar Capital
New York
$6K
CCM
797
Cribstone Capital Management
Maine
$6K
EWM
798
Elmwood Wealth Management
California
$6K
NCM
799
New Capital Management
Texas
$6K
OAJ
800
Ogorek Anthony Joseph
New York
$6K

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.