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DFS

Discover Financial Services

Delisted

DFS was delisted on the 18th of May, 2025.

778 hedge funds and large institutions have $20.9B invested in Discover Financial Services in 2015 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 289 increasing their positions, 310 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more call options, than puts

Call options by funds: $138M | Put options by funds: $84.6M

0.37% less ownership

Funds ownership: 83.73%83.37% (-0.37%)

7% less repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 310

8% less first-time investments, than exits

New positions opened: 81 | Existing positions closed: 88

2% less funds holding

Funds holding: 794778 (-16)

16% less capital invested

Capital invested by funds: $24.8B → $20.9B (-$3.88B)

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
778
Holders Change
-16
Holders Change %
-2.02%
% of All Funds
20.73%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.37%
New
81
Increased
289
Reduced
310
Closed
88
Calls
$138M
Puts
$84.6M
Net Calls
+$53.4M
Net Calls Change
+$61.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
801
Polaris Wealth Advisory Group
California
-$3.68M -56,242 Closed
QIM
802
Quantitative Investment Management
Virginia
-$3.16M -48,200 Closed
CMBA
803
C.M. Bidwell & Associates
Hawaii
-$2.99M -45,670 Closed
FSA
804
Financial Sense Advisors
California
-$2.96M -45,178 Closed
Fiera Capital (Canada)
805
Fiera Capital (Canada)
Quebec, Canada
-$2.67M -40,700 Closed
BCM
806
BlueCrest Capital Management
Jersey
-$2.51M -38,300 Closed
SSI
807
Scott & Selber Inc
Texas
-$2.43M -37,091 Closed
PHS
808
Pekin Hardy Strauss
Illinois
-$2.43M -37,066 Closed
WA
809
WESPAC Advisors
California
-$2.43M -37,066 Closed
CI
810
CAZ Investments
Texas
-$1.95M -29,789 Closed
AIM
811
abrdn Investment Management
United Kingdom
-$1.7M -25,967 Closed
ACM
812
Advent Capital Management
New York
-$1.46M -22,258 Closed
DCM
813
Dupont Capital Management
Delaware
-$1.44M -21,906 Closed
LP
814
LMR Partners
United Kingdom
-$1.38M -20,989 Closed
TI
815
Turner Investments
Pennsylvania
-$1.16M -17,626 Closed
CPIM
816
Columbia Partners Investment Management
Virginia
-$1.09M -16,721 Closed
UR
817
USCA RIA
Texas
-$1.02M -15,636 Closed
AII
818
AGF Investments Inc
Ontario, Canada
-$955K -14,600 Closed
LH
819
Lebenthal Holdings
New York
-$808K -12,339 Closed
NCIM
820
New Century Investment Management
Michigan
-$750K -11,459 Closed
Belvedere Trading
821
Belvedere Trading
Illinois
-$668K -10,200 Closed
ID
822
Integral Derivatives
New York
-$562K -9,485 Closed
BRWA
823
B. Riley Wealth Advisors
Florida
-$3.32K -9,471 Closed
AA
824
ALPS Advisors
Colorado
-$567K -8,664 Closed
AIM
825
Acuity Investment Management
Ontario, Canada
-$445K -6,800 Closed

DFS Hedge Fund Activity: Q1 2015 in Review

778 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q1 2015, worth a combined $20.9B — down 16% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of DFS and 81 opened new positions — a net loss of 7 holders — while 310 trimmed existing stakes and 289 added.

The largest buyer was Sculptor Capital, adding an estimated $257M. The largest seller was Artisan Partners, cutting an estimated $414M.

  • 778 institutional investors held Discover Financial Services (DFS) as of Q1 2015, down from 794 in Q4 2014.
  • Funds reported $20.9B of Discover Financial Services stock for Q1 2015, down 16% quarter-over-quarter.
  • 81 funds opened new Discover Financial Services positions in Q1 2015 and 88 closed out, a net change of -7 holders.
  • The largest Discover Financial Services buyer in Q1 2015 was Sculptor Capital, an estimated $257M added.
  • The largest Discover Financial Services seller in Q1 2015 was Artisan Partners, an estimated $414M sold.

Based on aggregated 13F filings for Q1 2015.