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DFS

Discover Financial Services

Delisted

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

838 hedge funds and large institutions have $23.6B invested in Discover Financial Services in 2017 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 228 increasing their positions, 325 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 60

100% more funds holding in top 10

Funds holding in top 10: 1122 (+11)

18% more capital invested

Capital invested by funds: $20.1B → $23.6B (+$3.53B)

12% more funds holding

Funds holding: 751838 (+87)

0.93% more ownership

Funds ownership: 83.62%84.55% (+0.93%)

13% less call options, than puts

Call options by funds: $160M | Put options by funds: $183M

30% less repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 325

Holders
838
Holders Change
+87
Holders Change %
+11.58%
% of All Funds
19.01%
Holding in Top 10
22
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+100%
% of All Funds
0.5%
New
155
Increased
228
Reduced
325
Closed
60
Calls
$160M
Puts
$183M
Net Calls
-$23.4M
Net Calls Change
-$60.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
801
Global Trust Asset Management
Florida
$6K +$5.43K +79 New
SWMG
802
Signature Wealth Management Group
Georgia
$6K +$5.5K +80 New
OAJ
803
Ogorek Anthony Joseph
New York
$6K +$6.19K +90 New
FMA
804
FNY Managed Accounts
New York
$5K -$15.9K -231 -75%
CHC
805
City Holding Co
West Virginia
$5K
IF
806
Ironwood Financial
Arizona
$5K
YWP
807
YorkBridge Wealth Partners
New York
$5K
CAC
808
Certified Advisory Corp
Florida
$5K +$5.3K +77 New
Carson Wealth (CWM LLC)
809
Carson Wealth (CWM LLC)
Nebraska
$4K
HCM
810
Highlander Capital Management
New Jersey
$4K
MWM
811
Mascoma Wealth Management
New Hampshire
$4K
TIM
812
Tortoise Investment Management
New York
$4K +$3.85K +56 New
AIM
813
Anchor Investment Management
South Carolina
$3.85K
ECM
814
Estabrook Capital Management
New York
$3.85K
HS
815
Horan Securities
United States
$3K
KF
816
Krilogy Financial
Missouri
$3K
LYV
817
Live Your Vision
Pennsylvania
$3K
TL
818
TrueWealth LLC
Georgia
$3K +$2.48K +36 New
WIM
819
Westside Investment Management
California
$2.95K
CFD
820
Creative Financial Designs
Indiana
$2K
Lazard Asset Management
821
Lazard Asset Management
New York
$2K
WAM
822
Watermark Asset Management
California
$2K
BHB
823
Bank Hapoalim BM
Israel
$1.63K
Kovitz Investment Group Partners
824
Kovitz Investment Group Partners
Illinois
$1.02K -$6.88K -100 -0.7%
CWM
825
Cranbrook Wealth Management
Michigan
$1K

DFS Hedge Fund Activity: Q4 2017 in Review

838 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Discover Financial Services (DFS) for Q4 2017, worth a combined $23.6B — up 18% from $20.1B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new DFS positions and 60 closed out — a net gain of 95 holders — while 228 added to existing stakes and 325 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $135M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $141M sold.

  • 838 institutional investors held Discover Financial Services (DFS) as of Q4 2017, up from 751 in Q3 2017.
  • Funds reported $23.6B of Discover Financial Services stock for Q4 2017, up 18% quarter-over-quarter.
  • 155 funds opened new Discover Financial Services positions in Q4 2017 and 60 closed out, a net change of +95 holders.
  • The largest Discover Financial Services buyer in Q4 2017 was Artisan Partners, an estimated $135M added.
  • The largest Discover Financial Services seller in Q4 2017 was Arrowstreet Capital, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2017.