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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
ONST
776
Old North State Trust
North Carolina
$15K
SIS
777
Sound Income Strategies
Florida
$15K
H
778
Hexavest
Quebec, Canada
$14K +$14.3K +185 New
C
779
Cerebellum
California
$13K
EWM
780
Executive Wealth Management
Michigan
$13K +$77 +1 +0.6%
BFEC
781
Benjamin F. Edwards & Company
Missouri
$13K +$9.06K +117 +239%
CFA
782
Carroll Financial Associates
North Carolina
$12K
CB
783
Community Bank
New York
$12K
LB
784
Legacy Bridge
Iowa
$12K
ME
785
McIlrath & Eck
Washington
$12K
RBC
786
Roble Belko & Company
Pennsylvania
$12K
FMII
787
Farmers & Merchants Investments Inc
Nebraska
$12K +$620 +8 +5%
SWP
788
Strategic Wealth Partners
Ohio
$12K +$12.1K +156 New
CFG
789
Citizens Financial Group
Rhode Island
$11K -$155 -2 -1%
PFSC
790
Peoples Financial Services Corp
Pennsylvania
$11K
KFS
791
Kelly Financial Services
Massachusetts
$10.3K
GI
792
GS Investments
Minnesota
$10.1K
AWM
793
Arbor Wealth Management
Florida
$10K
WTC
794
WhitTier Trust Company
Nevada
$10K
SIM
795
Sonora Investment Management
Arizona
$10K +$2.63K +34 +36%
BWA
796
BDO Wealth Advisors
Florida
$9K
FCMT
797
Founders Capital Management (Texas)
Texas
$9K
OIA
798
OneDigital Investment Advisors
Kansas
$9K
SFSIG
799
San Francisco Sentry Investment Group
California
$9K
1IA
800
1834 Investment Advisors
Wisconsin
$8K

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.