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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
LA
801
Legacy Advisors
Pennsylvania
$8K
PB
802
Pinnacle Bancorp
Nebraska
$8K
QCIG
803
Quad-Cities Investment Group
Iowa
$8K +$77 +1 +0.9%
TIM
804
Tortoise Investment Management
New York
$8K +$3.87K +50 +89%
TC
805
Trust Company
Kansas
$8K +$8.36K +108 New
AIA
806
Arcadia Investment Advisors
Idaho
$7.45K
PFGIA
807
Patriot Financial Group Insurance Agency
Massachusetts
$7K -$5.81K -75 -46%
CCM
808
Cribstone Capital Management
Maine
$7K
EWM
809
Elmwood Wealth Management
California
$7K
NCM
810
New Capital Management
Texas
$7K +$77 +1 +1%
CI
811
CX Institutional
Indiana
$7K +$929 +12 +15%
RWA
812
Redhawk Wealth Advisors
Minnesota
$7K +$6.82K +88 New
ARMC
813
American Research & Management Company
Massachusetts
$6K
AC
814
Avestar Capital
New York
$6K
OAJ
815
Ogorek Anthony Joseph
New York
$6K
VRM
816
Vectors Research Management
New York
$6K
MCM
817
MV Capital Management
Maryland
$6K +$2.79K +36 +100%
Twin Tree Management
818
Twin Tree Management
Texas
$6K +$6.12K +79 New
TPWA
819
TRUE Private Wealth Advisors
Oregon
$6K +$6.74K +87 New
CHC
820
City Holding Co
West Virginia
$5K
BL
821
Balentine LLC
Georgia
$5K +$5.27K +68 New
CFN
822
Cordasco Financial Network
Florida
$4K -$11.6K -150 -76%
IFAM
823
Institutional & Family Asset Management
Colorado
$4K -$3.95K -51 -49%
HCM
824
Highlander Capital Management
New Jersey
$4K
MWM
825
Mascoma Wealth Management
New Hampshire
$4K

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.